Add
Add in the enables you to add an inspection or add a case to a record.
Note: To use this feature, your device must be connected to a data network.
You can also add an inspection from the Inspection History page. For more details about this page, see Inspection history.
To add an inspection or case from the home page:
-
In your inspections list or cases list, select the record you want to work with.
Or, if you want to search for a record, skip this step.
Note: If you search for a record, ADD CASE is not always available for certain records.
- In the
Add.
, select -
If you want to add an inspection to a record you selected, go to the next step.
To search for a record, enter part of the address or activity record number in Search, and then select SUBMIT. A list of matching records appears, grouped by record type.
If the list is long, use the Filter feature to narrow the list by record type.
From the search results, select a record to see more details.
To add the inspection or case to this record, go to the next step. Or, select Back to return to the search results and choose a different record.
-
Select ADD INSPECTION or ADD CASE.
ADD CASE is available only if the record you selected has an address associated with it. Also, if you searched for a record, ADD CASE is not always available for certain records.
- Complete the fields.
- Select SAVE.