Create an inspection report from the office
You don't have to be a field technician to start an inspection report - you can create one from the office on the web.
From the Inspection Reports page, click Create Inspection Report (top right). The modal walks you through choosing the Asset Group Type, then Report Type (only asked when that asset group type has more than one), then Property, and finally Asset Group to Inspect. Pick an existing group on that property, or create a new one and give it a name.
You can also create a report while viewing an existing asset group. Open the three-dot menu above its Assets and choose Create Inspection Report. When more than one report type is available, choose the one you want and click Create.
Create then opens a new Draft report that you fill out, save, and publish exactly like one started in the field. Creating reports needs the Create Inspection Report permission.
This creates a report from an existing report template. To create a new template or change fields, wording, device legends, or PDF layout, open the Essential Assistant and choose the Talk to a human tab.
Where to find it: Inspection Reports page, Create Inspection Report button (top right), or an asset group page, Assets three-dot menu
Creating a report requires Create Inspection Report. Technicians with Edit Inspection Report can fill out your draft even if their role does not allow creating reports; Submit Inspection Report lets them publish it. See Roles and permissions to set this up.
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