Starting a report
Tap on the package and choose the template, type in the reference (site name – dept name) then SAVE
How to answer questions
Open the question, choose a status, type in a comment, then SAVE;
Note: to save ‘Comments’ or ‘Actions’ for future use, type in, tap on the +
saved ‘Comments’ will be listed in the menu next to the +
How to add a new question
Tap on ‘Add Question’ type in then SAVE
How to delete a question
Open the question, top centre ‘Delete’ tap on and ‘Delete’
How to navigate from section to section
Tap on the ‘White Arrow/s’ to move to the next question set or tap on the question name (center) to show all the section/s
Using voice recognition
For Android / Windows 10 devices: Open the question, tap on the microphone and speak clearly.
For iOS tap on the microphone within the device keypad
How to use the Camera
To attach a photo/s tap on the camera (top left) and take, tap X then SAVE.
Note: photos should be taken in Landscape.
Note: multiple photos can be attached to a question.
To import images from the device, tap on ‘Gallery’ & choose the image
How to add a Corrective Action
Open the question, tap on ‘Actions’ top right. Type in and tap on the + to save for future use.
Tap SAVE (bottom right) then SAVE top right.
‘Corrective Actions’ can be emailed instantly from the PDF to a designated email address
How to submit a report
Tap on ‘Export’ to digitally sign tap on ‘Signatures’ then ‘Done’ then press ‘Complete’ and ‘Confirm’ the message.
Note; In-complete reports cannot be ‘Exported’ until every question is answered.
What’s in the bottom left menu
Here you can confirm the ‘Report Reference’ or ‘Review the Report’ before uploading
What’s in the top left menu:
Search reports
Tap on ‘Search Reports’ to retrieve previously uploaded reports; ‘Local’ means reports listed on the device.
Tap on ‘Online’ and search for reports via the database to re-download and ‘Covert’ to new inspections.
What’s in the menu:
Dictionary & restore
To build custom answer lists, tap on ‘Dictionary’ ‘Select Category’ ‘Comments’ ‘Sub Category’ here you can add either ‘Comments’ or ‘Actions’
Tap on the + type in and SAVE
Note: you can transfer entire custom lists from one device to other devices. Tap on ‘Backup & Restore’ then ‘BackUp Now.
To download the lists onto other devices. Tap on ‘Restore’ and ‘Get Restore List’
Note: to use this feature. The username / password must be correct.
What’s in the top left menu:
Login details
To check your device connection, tap on ‘Login Details’ then tap on ‘Test Connection’
Results to show 3 x OK then SAVE
What’s in the menu:
Preferences
Tap on ‘Preferences’ to choose other features then SAVE top right
How to convert a report to a new inspection
Tap on ‘Search Reports’ ‘Showall’ (or search online) tap on the report and ‘Convert data into new report’
Note; you should ‘Untick’ ‘Copy Photos’ as they will be in the previous report. So you can attach new photos.
Then ‘Continue’ and ‘Save’
How do I edit a PDF emailed back to the device?
To amend the report via the device. Open the App, then ‘Search/ Showall’ tap on the report and ‘Open’. Then open the question, re-answer and re- upload again.
The PDF can also be edited via the web-portal – Login, then ‘download’ and review the report. To make any changes, tap on ‘Edit’ and go to the section/s open the question – edit, then ‘Save’. To ‘Download the report tap on ‘Download’ and save the file to a folder.
