Inspection Templates and Reports
Inspection templates can be added to inspection records. These templates are then automatically added to any service tickets created from that inspection record.
Note – Changes technicians make to these documents must be saved to the ticket as a new document, meaning the original inspection template is not affected. The next time an inspection ticket is generated, the original inspection template without any changes, will be added to the new ticket. To change the document that automatically attaches to tickets, users must edit the template manually in the SedonaOffice customer record.
To add an inspection template first create the template in your desired format (.docx, .pdf, .excel, etc.) and save it to your machine. Then:
- In SedonaOffice open an inspection record
- Select the Reports Tab
- Click on Manage…
- Click New
- Browse for your template document
- Click Okay
- Still on the Reports Tab, click Add…
- Select your document
- Click Add in the smaller window
- Click Okay
The top portion of the Reports Tab is the Reports section, the bottom portion is the Templates section. Once your template is added it will appear in the Templates section.
At this point you can create the inspection ticket as normal and the inspection template will auto attach to the ticket as an Inspection Report.
Viewing Inspection Reports
Once the inspection ticket is created click on the documents tab of the ticket. The inspection report will show in the new “Inspection Reports” section.
If you return to the inspection record you will see your template is now also listed in the top Reports section, which indicates it has been added to your ticket.
On the FSU the Inspection Report can be viewed in documents under the new Inspection section.
Working with Inspection Reports
The Inspection Report can be downloaded and edited just like any other document.
When you upload a document to the FSU you will be given the option to upload it as a normal document or as an inspection report. To upload the new document as an inspection report:
- Set the radio button to Inspection
Select the ticket the document is for
Select the ticket the document is for
- Select Upload
After an Inspection Report has been uploaded via the FSU it will appear on the FSU in the Inspection section. It will also appear in SedonaOffice on the service ticket under Documents - Inspection Reports. Finally it will appear in the inspection record under the Reports tab in the Reports section.
When a new ticket is created for that inspection the documents in the Reports section will not automatically be attached to the new ticket. Only documents in the Template section auto populate onto new inspection tickets.
