How to create, manage, and send Custom Inspections within your instance

The Custom Inspection feature allows you to create inspections inside of your instance to capture information or data that is not pre-loaded into Inspect Point.

How are custom inspections created?

From the dropdown menu in the upper-right of any page within your backend, select Settings then Custom Inspections under the Inspections section

You will be directed to the Custom Inspections Listing Screen 

Select the + New Custom Inspection option

Give the inspection a name, check the Available in field box, and Save 

>>> You will be redirected back to the Custom Inspections Listing page

Adding Sections to a Custom Inspection

Next step is to add Sections for the inspection questions to be grouped into (ie Maintenance, Testing, etc.) - Please note that at least one section needs to be added otherwise the questions will not print on the report

To do so, choose Sections on the corresponding Custom Inspection

Hit + New Section, where you will give the name and sort order > Save

Sort order will indicate the order in which the sections, along with any questions within the section, print on the report starting with 0, 1, 2 ... 

Add as many sections as needed - You can go back to add additional ones later on if you find you need more

Note: Custom Inspections cannot be deleted. However, they can be renamed with "DO NOT USE" to avoid future use.

Adding Questions to a Custom Inspection

To add questions to a custom inspection, select the Edit Questions option on the corresponding Custom Inspection

Add the question text, answer type and section

Repeat until you've added all necessary questions - Save

Where are custom inspections located? 

Custom inspections can be found on the Custom Inspection Listed Screen, which is located in the upper-right dropdown menu that appears on any page within your backend.

This screen is where you begin when you are looking to build a new custom inspection. This is also where you view and/or edit already created custom inspections inside of your instance. 

How does a custom inspection get to the iPad?

Once a custom inspection has been created in the backend, said inspection has to scheduled just like any other type within Inspect Point

>> Setting up inspections within Inspect Point 

>> Scheduling an inspection

When going through the process, you will see a Custom Inspection section with the option to Add Custom Inspection toward the bottom of the page 

Select the inspection from the list of custom inspections within your instance, give a name and Save

Furthermore, custom inspections can be added to an inspection in the field as well, so long as they're already created in the backend

>> How to add items to an inspection in the field 

Adding a Header Image to a Custom Inspection

Select the custom inspection from the list within your instance 

Choose a file from your computer and save

Need help? Contact our Support Team at support@inspectpoint.com or submit a support ticket via the web widget on the bottom-left on your screen - Click here for more information