intuitive inspections user guide - punchlist manager university...inspection name client id note: a...

Intuitive Inspections User Guide Table of Contents

First Time Setup~Download ......................................................1 First Time Setup~Save Setup .....................................................2

Log into Intuitive Inspections ....................................................3 Synchronize the Data .................................................................4 Home Screen~Search by Address ..............................................5

Home Screen~Search by Barcode .............................................6 Home Screen~Reassign Inspector to Multiple Inspections .......7

Home Screen~Add a Quality Process to a Job ..........................8 Home Screen~Add a Quality Process to a Job ..........................9 Search & Filter Options~View ................................................10

Search & Filter Options~View By ...........................................11 Search & Filter Options~Sort ..................................................12

Search &Filter Options~Filter .................................................13

Working in Airplane Mode ......................................................14 Map Inspections~Selecting ......................................................15 Map Inspections~Pin Information ...........................................16 Map Inspections~Turn by Turn Directions ..............................17 Inspection-Verify Details .........................................................18 Perform an Inspection~Quick Start .........................................19

Perform an Inspection Start .....................................................20 Perform an Inspection Stages...................................................21 Perform an Inspection Add Issue .............................................22 Perform an Inspection Add Picture to Issue ............................23

Perform an Inspection~Add Picture to Inspection Lineitem ...24 Complete Inspections~Overall Comments ..............................25 Complete Inspections~Obtain Signatures ................................26

Complete Inspections~Send Report .........................................27

Intuitive Inspections User Guide

Last updated 5/1/2017 Page 1

First Time Setup~Download

Download the

app Download the Intuitive Inspections application from the Apple store. The app

is available for use with Andriod OS and Play store.

Step Action

1 Access the iTunes Apple store: https://itunes.apple.com

If you have never had an Apple ID- you will need to set one up.

2 From iTunes Apple store, search for and download Intuitive Inspections.

3 Tap the Intuitive Inspections icon on your phone.

Install and Open

4 Setup Application Screen

Note: Need to know URL

5 Manual Setup Information-add your site information

URL: https://XXX.inspectionmanager.net

Site Identification: XXX

App: Inspectionmanager.NET

https://itunes.apple.com/



First Time Setup~Save Setup

Save the Setup Once the URL is entered it can be saved for future logins.

Step Action

1 Quick Setup By .NET Website (URL)

Type https://XXX.inspectionmanager.net in the Quick Setup box.

Tap GET SETUP from SERVER

Note: Set up Success notification appears

2 Result:

3 If all the information is correct:

Tap

4 Enter your User ID and Password. Tap .

https://xxx.inspectionmanager.net/



Log into Intuitive Inspections

Login Login allows access to Inspections and Customer Information.

Step Action

1 Result: Site Selection

Note: if there is only one site listed click Continue

2 Result Dashboard

Note: The dashboard will display only Inspections that are assigned to the user Logged in.

3 Navigation Tools

Search=Home screen

Sync Now=Starts sync process

Settings=Synchronize/Information page

Note: See bottom of the dashboard page

4 Result: Home Screen

Home Screen may display No Results the first time you login.

Note: Synchronization screen may show if it is the first time you are logging in.



Synchronize the Data

Sync to the

Database Synchronizing the data accesses the CBI server and downloads all updated Inspections to the Mobile device.

Step Action

1 From the Home Screen Click on Menu Icon Tap Sync Now

Note: Sync should be done at the beginning of each day and generally after an inspection is

completed if connectivity is available.

2 Result: This synchronization process could take a few minutes.

Note: Screen may blink while the system is syncing.

3 Result: Synchronize Screen Displays :

4 Set amount of closed Inspections accessible from device. Add a number into the field and

Tap SAVE.

Additional

Features:

Click Settings To See Total

Content Numbers

To See Last Synced Data

To Set Number of Closed

Inspections

*Default is 0

To Clean

Database



Home Screen~Search by Address

Home

Home screen displays Inspections assigned to you. Inspections are located

easily by using the search address bar on the Home screen. The result list is

manipulated through the Sort and Filter settings. Inspections are added to a

job or mapped from this screen. Also you can reassign the primary inspector

on multiple jobs in mass.

Step Action

1

2 Result: Home Screen View

View Inspections that are assigned to logged in user

Select Multiple to Map or Reassign

Add Inspection to a Job

3 To Search by Address:

1. Type in Address Bar 2. Tap on address to select.



Home Screen~Search by Barcode

Barcode Scan

Barcode Scan searches for Jobs using the Barcode feature. To turn on this

feature, make the selection on the Sort & Filter screen.

Step Action

1

Tap Gear Icon on Home Screen

2 Tap the circle and Tap Apply

3 Result: Home Screen View with Barcode applied

3 Use the scanner feature in your device to scan the Barcode.

Note: Your device must support scanning barcodes.

Barcodes are set up in .NET



Home Screen~Reassign Inspector to Multiple Inspections

Home

Reassigning Primary Inspectors can be performed on a single inspection or

multiple inspections.

Step Action

1 Tap Select Multiple on Home Screen

Note: Allows the circles to appear next to inspections.

2 To Map or Reassign-Select one or multiple inspections

Note: See map feature section to learn how to map inspections

3

Tap

4 Select new Inspector from drop down menu

Tap Reassign

5 Result: Auto Sync after reassignment



Home Screen~Add a Quality Process to a Job

Home

Adding an Inspection directly to a Job. This function is not available in

Airplane mode. First locate the Job and then add the appropriate template.

**Terminology may be different-Quality Process, Inspection, Walkthrough.

Step Action

1 From the Home Screen Tap Add Quality Process

2 Result: Add Inspection Screen

3 Result:

Note: You must select a Job before you can select the Inspection.



Home Screen~Add a Quality Process to a Job

Home

Adding an Inspection directly to a Job will allow you to begin or schedule

the inspection immediately after adding it.

Step Action

4 Select Inspection Template and Tap

5 Result: Schedule Screen

Schedule Inspection

Begin Inspection

Note: If you do not want to schedule or begin Inspection then return to Home screen.



Search & Filter Options~View

Search Search Options Screen allows you to Sort and Filter how the Inspections are

displayed on the Home screen. The criterion is saved for future sessions.

Icon Options

Tap Gear Icon on Home Screen

Result: Search Options Screen

Note: View & Order by apply to how the Inspections are viewed/sorted on the Home screen.

Sort Options

Filter Fields

Apply/Reset buttons



Search & Filter Options~View By

View View Options allows you to select the information that is displayed on the

Home Screen for the Inspection. The criterion is saved for future sessions.

Icon Options

View on Home Screen

Manager View

Inspector Ready Date

Customer ID Squares

City State Zip Inspection Name

Priority/Age System Spec

Inspector View

Contractor Ready Date

Customer ID Squares

City State Zip Inspection Name

Priority/Age System Spec

Priority View

City State Zip Priority

Address Line 1 Status

Inspection Name

Scheduled View

Age

Scheduled Date City State Zip

Inspection Name

Vendor View

Vendor Priority

Address Line 1 Inspector Name

Inspection Name Client ID

Note: A user level permission will only have the Inspector View Option.



Search & Filter Options~Sort

Icon Options

Order By Options:

Note: Only one selection can be made.

Status Job Name

Inspector Contractor

Scheduled Ready Date

Address Age

City/State Technology

Squares Priority

Building

Description Inspection Type

Inspection Number

Tap to select the Date of Scheduled Inspections

Note: Default is unscheduled Inspections

Priority

Inspection Number

Inspection Type

1-None

2-Low

3-Medium

4-High

5-Critical



Search &Filter Options~Filter

Icon Options

Title Inspection Name

Inspection Age

City/State/Zip

Building Name

Status

Contractor

Begin typing in the box and a list of Contractors will appear.

Additional Search Options: Barcode

Apply and Reset

Tap Reset ~unselects any choices and stays on the Search Screen

Tap Apply ~filters and sorts Inspections and lands on the Home Screen

NO RESULTS may show until Search and Filter Criteria is modified



Working in Airplane Mode

About Airplane

Mode You can work offline in airplane mode. This is helpful if you anticipate

working in a location with poor cellular connectivity. Be sure to synchronize

before entering a non-connected state.

Step Action

1 Tap Airplane mode on your device.

2

Tap .

Result: Your device displays and .

Offline function is limited.

Connectivity is necessary for the following functions:

Syncing

Reassign an Inspector

Map Feature

Add an Inspection



Map Inspections~Selecting

About Map You can use the map feature to locate inspections on a map.

Step Action

1

Tap Pencil Icon at the bottom of the Home screen.

2 Result: Select one or multiple Inspections by clicking on the clear circle to the left.

Note: A blue check mark will fill the circle indicating selection.

3 Tap Folded Map Icon MAP ME at the bottom of the screen.

4 Result: Map Inspection Screen

Pins indicate the location and priority level of the Inspection.



Map Inspections~Pin Information

About Map Map Pins show information about the inspection and include a link to the

inspection page.

Step Action

5 Tap the Pin to reveal Job details and a link to the Inspection

6 Result: Pop-up Inspection Detail

7 3 Options:

Click the Blue Link to enter the schedule screen for the inspection.

Click the “x” to close the popup detail.

Click the RED Remove button to remove from current map view.

Multiple markers can be selected to view details at the same time.

Note: Map is interactive with the ability to zoom in and out.

Inspection Type

Building Name

Address

Contact Phone

Scheduled Date and

Time or Unscheduled



Map Inspections~Turn by Turn Directions

About Map Turn by Turn directions are accessible from the schedule screen. This

needs your location to be enabled.

Step Action

8 Tap blue link to navigate to the Inspection Schedule Screen

9 Result: Schedule Screen

Tap the Get Directions bar

10 Map opens with turn by turn directions from current location to address.

Note: Location must be enabled and you may be prompted to select Mapping App.



Inspection-Verify Details

Verify Verify details.

Step Action

1 In the top section, Job information is available in read only format.

2 Verify correct Inspector

To Reassign Inspectors select a different name from the drop down field

Note: All inspectors appear alphabetically.

3 Optional: Select Secondary Inspector

4 Tap on the field to open a selection box.

Note: After selecting a name it moves to the top of the list.

5 Result: Select Secondary Inspector Screen

Scroll to locate inspector name.

Select by tapping circle.

Use the white CHECK mark to save selections

Note: One or multiple Secondary inspectors can be selected.



Perform an Inspection~Quick Start

Select an

inspection Inspection details are entered on .NET.

Step Action

1 Tap the Inspection to open to the schedule screen with all Job information.

Result: Schedule Screen displays.

Information is shown within non-editable expand/collapse toggles: Inspection Type:

Customer ID

Inspection #

Status and Ready Date

Address, City, St, Zip

Contact Name & Info

Custom Fields:

Employees:

Super, Staff, and Staff 2

Inspectors:

Assigned Primary and Secondary-

(Will change if reassigned after initiating the

start of the Inspection by selecting “Continue”)

Contractors:

Name

Notes/Documents:

Associated with this Job

The Inspection Report will show here after it is completed.

2 If the information is correct Click Continue to begin the Inspection.

Other Features on this screen include:

Get Directions

Opened and Completed dates populate with time and date when the Inspection is opened and completed.

Continue button starts or continues the Inspection

Complete button initiates the steps for closing an Inspection



Perform an Inspection Start

Perform Inspections begin from the Inspection Schedule Screen

Step Action

1 Tap the Schedule Begin and Schedule End field to set Inspection Schedule. Scroll to set appropriate start/end date and time.

Note: Default’s to current time and date if nothing is selected

2 Tap to begin the Inspection

Result: Stage Screen: Job Information from previous screen in the header

Stage bars

Example of a Stage and Task Description

Stage Description General Information General information about the building

Punchlist Items Issues/problems with the building

3 Tap on a STAGE bar

Result: Line Item Detail Screen

Job Information from previous screen

Stage bar is highlighted in yellow

And reveals the current STAGE.

Task Description Line Item

Value Field or N/A indicator

Issue bar-Red

Lineitem Picture bar-Green

Prev/Next navigation-Blue/Gray

Note: When the background color of the stage is

gray, it is incomplete. They will show green

when complete. A complete Stage is when all

tasks have been addressed with a value, n/a,

Issue, or Lineitem Picture.



Perform an Inspection Stages

Perform Stages and Task Description- Inspection directions or indicators

Step Action

4 Evaluate the Task description

Note: If the word PICTURE appears in the description, than at least one Issue or Lineitem

Picture is required. Reason codes may be entered during the final steps of the inspection a

photo is not entered.

5 Insert a value or a tap the circle next to checked or the N/A indicator.

Note: Values can be entered with text or by selecting from the drop down options.

Inspections are checklist or value entry.

6 If you do not need to create an issue or take a picture-

Continue to the next task description by taping the black arrow or blue Next button.

Note: Next and Previous buttons are blue when there are additional screens.



Perform an Inspection Add Issue

Perform Add an Issue Issues can be converted to work orders at the end of the

inspection

Step Action

7 Tap on the Plus sign on the Issue bar.

Result: Add Issue Screen

Job Information from previous screen

Task Description Line Item

Issue Picture bar

Area

Category

Sub Category

Service Requested

Default Vendor

Vendor search

Save/Cancel buttons

8 Select Area, Category, Sub Category

9 Service Requested:

Note: Available depending on the your individual settings for this feature.

10 Select Contractor

Type in predictive text box to display Contractor names

11

Tap Note: Selecting CANCEL will Delete the selections and return to Line Item Details



Perform an Inspection Add Picture to Issue

Pictures Add Pictures to the Issue; these will be attached to the work order.

Step Action

1 Tap the Plus sign on the Issue Picture bar.

Result: Issue Picture Screen

Image Description

Picture Class drop down

Take Picture

Select Picture

Save/Cancel

Note: Category must be entered.

2 Select Picture Class from drop down menu.

Note: Picture class is required.

3 Select Take Picture Option

Retake or Use Photo buttons at the bottom of the camera

Select Picture Option

Opens the Album/Photo area on your device

Note: One or multiple Photos can be selected by tapping on the photo.

4 Optional Step:

Tap to draw on the picture.

Select the color of your line by selecting the color circle on the bottom left of the screen.

Note: Each Photo can be annotated individually.

5 Tap or (to discard)

Note: If uploading multiple pictures only one picture class can be assigned. Issue Picture bar

will reflect the number of pictures in ().



Perform an Inspection~Add Picture to Inspection Lineitem

Pictures Add Lineitem Pictures to the inspection in general.

Step Action

1 Tap the Plus sign on the Lineitem Picture bar.

Result: Lineitem Picture Screen

Image Description

Picture Class

Take Picture

Select Picture

Save/Cancel buttons

2 Enter Imagine Description:

Tap the field and enter appropriate description.

Note: Required field

3 Refer to Steps 3 through 5 on previous page for instructions.

Result: Line Item Detail Screen after adding Issues and Lineitem Pictures

Red Issue bar -indicating number of total Issues.

Expand view to preview each Issue:

Pencil Icon –allows user to edit issue after it has been created

Number of pictures added to Issue

Repair Instructions – … indicates additional text

Green Lineitem Picture bar –indicating number of total Lineitem Pictures.

Expand view for Image Descriptions

4 After adding Issues, Issue Pictures and/or Lineitem Pictures to all task in a stage,

Tap the Back button in the top left corner to return to the schedule screen to complete



Complete Inspections~Overall Comments

Complete Adding Comments allows the user to add an Overall Value and Comment.

Step Action

1 After Stages are complete,

Tap on the Back arrow next to the word Schedule.

2

Tap Complete Tap .

3 Optional Result: Overall Value Screen

Add Overall Value and Comments

Note: Type or Speech to Text entry is available

4

Tap to complete and obtain Signatures.



Complete Inspections~Obtain Signatures

Complete Completing Inspections allows the user to convert issues to work orders and

obtain signatures.

Step Action

5 Owner and Staff Signature boxes open to allow signatures

Tap Next

6 Result: Create Items Screen

Converting Issues to Items

Note: Must convert to Items in order to create the report.

7 Skip and Convert Messages

8 Tap Done to finish the Inspection



Complete Inspections~Send Report

Complete Send Report allows the homeowner and the staff assigned to the Job to

receive a copy of the completed Inspection Report.

Step Action

9 Send Report

Note: There is a Site setting that determines whether the report will be sent to Contacts on

the Job or Internal staff only.

10 Send or Skip sending the report and the Inspection is finished. The App will automatically

sync if you are connected and return to the Home Screen.