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Step by Step - Single Inspection

Navigate to the record that you want to inspect via the Folders tab on the left hand side or the Search bar. You can also bring up the records that are due inspection from the Inspections Due (amber) or Inspections Overdue (red) filters on the dashboard.

There are two ways of adding a single inspection. The first way is to select the record using the tick box on the left hand side of the record. Click Add 1 inspection at the top of the page.

Alternatively, click into the record itself. Click + Inspection in the lower right hand corner.

In the inspection log window, you can fill in the details of the inspection:

  1. Change the current state

  2. Carry out checklists, if you have any on the record they will be displayed here. Click here for more details

  3. Add any relevant comments. If you have left a comment on the previous inspection for that record, you can access this by clicking View last comments and choose to Use last comments if still applicable

  4. Change the quantity of the item (if applicable)

  5. The next inspection date will be calculated automatically based on the inspection frequency of the record. To change the date manually, click Set date manually

  6. Add images or documents for evidence. Click Add file

Once all the details are complete, click Save to complete and close the inspection.

Step by Step - Multiple Inspection

If you are inspecting several items at once, you can add inspections to multiple records in one go. Select the records you want to update using the tick box on the left hand side of the records.

Please note - you can only select a maximum of 50 records at a time to inspect.

Click Add X Inspections. This will bring up the inspection log window for multiple records

Fill in the details of inspection for each record as detailed above.

If the records you are inspecting have the same state, quantity, next inspection date and/or comments, you can use the blue copy down arrow, to the right of each detail, to copy the same information down to all subsequent records. This works at any stage of the list, so if only the last three records have the same state, you can use the copy down icon from that point on.

We do recommend that you scroll down through the records selected and double-check that everything is correct before saving the inspections. You can use the Jump to record option (bottom right of the inspection box) to find a specific record in your selection.

Once you've filled in and checked the inspections, click Save all to complete.

Please note - If you want to add information to a record without changing the inspection frequency or status, you can do this by clicking Add note instead.

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Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io

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