Adding Clients to Inspections

iOS

  1. Press the “Folders” tab and navigate to the desired Inspection.
  1. Press the “Edit Inspection Details” button.
  1. From the Client section, navigate to the “Select Client” screen.
  1. Select the Client that this Inspection is designed for.
  1. You will be returned to the Edit Inspection screen and the selected Client will now be displayed in the Client section.
 

Web App

  1. Press the “Folders” button at the top of the screen and navigate to the desired Inspection.
  1. In the Details section to the right of the screen, press the “Edit Details” button.
  1. From the Client section, navigate to the “Select Client” screen.
  1. Select the Client that this Inspection is designed for.
  1. You will be returned to the Edit Inspection screen and the selected Client will now be displayed in the Client section.
  1. Press the “Save” button to apply the changes to the Inspection.
 
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