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Turn on team sharing for inspection types
Turn on team sharing for inspection types

Allow technicians to manage inspections created by other technicians from their team

Serhii Toropov avatar
Written by Serhii Toropov
Updated over a week ago

You can let technicians manage not only their own inspections, but also inspections created by other technicians from the same team. 

  • On the Company tab, click Inspection Types, and then on the Inspection Types page, click Edit next to the appropriate inspection type.

  • In the Inspection Type dialog box, click Team Sharing in the Sharing setting, and then click OK.

Important! Ask your team to update the main database on their mobile devices. 

  • If the No Sharing option is selected, then inspections created on your mobile device will be available in the My mode on your mobile device only.

  • If the Team Sharing option is selected, then inspections created on your mobile device will be also available in the Team mode on mobile devices of your team.

Note If a technician doesn’t see the My/Team switch on the Inspections screen in mobile app, please check if the appropriate option is enabled for technician’s mobile device:

  • On the Company tab, click Manage Devices, and then on the Active Devices page, click Edit next to the appropriate device.

  • In the Device dialog box, on the Allowed Functionality tab, click Custom in the Functionality setting, and then make sure that both the Inspections check box and the Team Inspections check box are selected.

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