Producing reports

If your agency set up inspection reports, you can produce reports from the Results page and then print, email, or attach the report. The reports are defined by your administrator in WUM.

To go to the Results page:

  1. In the inspections list pane, select Inspections to work with inspections, or select Cases to work with cases.

  2. In your inspections list or cases list, select the record you want to work with. For inspections, the Results page appears.

  3. For cases only, select Results.

To produce an inspection report:

  1. Select CREATE REPORT.

  2. Select Contact and then select the name of the contact you want to share this report with. If the list of options is long, use Search to narrow the list. Select SAVE.

  3. Select Report and then select the report you want to produce. If the list of options is long, use Search to narrow the list. Select SAVE.
  4. Select CONTINUE.

  5. Depending on the report setup in WUM, the following sections can appear:

    • Legal notice: If this section appears, show the legal notice to the contact so he or she can read it.
    • Signature box: If this section appears, have the contact sign in the signature box. To clear the signature and sign again, select CLEAR SIGNATURE and then sign.

    Select CONTINUE or SAVE SIGNATURE to go to the next step.

  6. The report appears. If you took photos while working the inspection, the photos appear in the report.

    Choose from the following options:

    • PRINT: To print the report, select PRINT. Select print options such as printer, number of copies, or color. These options might vary by device. Then, select print.

      Tip:  The PRINT button is available only if your device is connected to a data network.

    • EMAIL: To email the report to a contact, select EMAIL.

      To send the email to additional recipients, enter the email address for each additional recipient in To, Cc, or Bcc.

      By default, the subject of the email is record type:record numbercontact name. For example, PERMIT:BLD1811-0033 John Doe. To change the subject, enter your changes in Subject. Then, select Send.

      Note:  You cannot change the body of the email.

      Tip:  The EMAIL button is available only if your device is connected to a data network.

    • ATTACH AS PDF: To attach the report to the record as a PDF (portable document format), select ATTACH AS PDF. The report is attached to the record.
    • OPEN WITH: To open the file using an app on your device, select OPEN WITH.
  7. To return to the Results page, select close.