Publish and email inspection reports from mobile
Publishing an inspection report creates the finished PDF and adds it as a job file.
Before publishing, review the report and choose any contacts who should receive the inspection report when it is published. When selected contacts are included, they receive the report by email after publication.
The recipient controls require inspection-report write access and Email inspection reports to be on in Settings -> Work Management -> Tasks -> Task Documents. The same setting controls Send Report on the submitted report page and its Job task; it is separate from Job Summaries.
You can publish while offline. The report is saved on the device and publishes automatically when the device reconnects, and its PDF appears in the job files at that point. Previewing the PDF and emailing the report need a connection, so a report published offline is not emailed to anyone. Publish while online when contacts should receive it.
Where to find it: Mobile app > Visits > open a visit > Start Inspection > asset group > a draft or Create New Report > the last step (Review & Publish unless the report form renames it) > Publish Report
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