Configure visual inspections

Assign visual form to inspection type

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

You can specify which visual form will be used on the Visual screen and set the order in which the Visual screen will be shown when you create or edit an inspection of a certain type. 

  • On the Company tab, click Inspection Types.

  • On the Inspection Types page, click Add to create a new type or click Edit to modify existing type.

  • In the Inspection Type dialog box, on the Visual Inspections tab, click Add New Record.

  • Select the appropriate visual form in the Available Visual Forms box, select appropriate package in the Package box, click Insert, and then click OK.

  • On the Inspection Types page, click the Wizard link next to the inspection type, and then on the Inspection Wizard page, in the Order column, click Move Up or Move Down icons next to the appropriate form to set the order in which the Visual screen will be shown. 

Note Default visual forms Interior and Exterior are not supported in mobile app. 

Now when you create an inspection of the given type in mobile app, the selected visual form will be shown on the Visual screen.

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