Any admin can create and assign an inspection.
Creating an Inspection
Go to the inspections dashboard by selecting "Inspections" on the sidebar to the left of the page. Then, select the green "+ New Inspection" button in the top right part of the screen. The "Create New Inspection" popup will appear.
- Select your Inspection Template from the dropdown menu.
- Choose your property, if one has not already been chosen (most users will only have access to one property).
- Choose a unit by starting to type either the unit number or the resident's name. You can also leave the unit number empty for inspections on the property grounds.
- You can assign a technician, admin, or resident to the inspection now if you know who will be doing the inspection, or you can do this later.
- Click "Create New Inspection"
Assigning an Inspection
If you did not assign an inspection during the creation, you can assign your inspection at any time.
- Go to the inspections dashboard by selecting "Inspections" on the sidebar to the left of the page.
- Select the unassigned inspection, this opens the inspection,
- On the right side of the page in the green section click or tap on "Assign To".
- Select the technician, admin, or resident with the "Assign" button next to their name. On a desktop computer, the button appears when you hover over the name.
