Add Category During Inspection

When beginning an inspection, many default templates include only one bedroom or bathroom for example, and there could be multiple of both in a unit. To solve this problem and ensure that the user is able to perform a proper inspection on all categories of a unit, you may add categories during an inspection. This feature also allows the ability to change the name of the category, for example spare bedroom, guest bathroom, etc.

Step-by-Step Guide to Adding a Category During an Inspection:

1. “Start” or “Resume” an inspection.

2. The Inspection Categories Page will appear, click the “Add Category” button located in the top right corner of the page:

3. The New Category pop-up will appear:

A. Select Category: First, select a category from the dropdown. There will be a wide range of categories to choose from.

B. Display Name: Then, enter a display name to help differentiate this category from potential duplicates.

C. Add or Cancel: Lastly, click the “Add” button to permanently add the category to the inspection or cancel the operation of adding a Category for Inspection.

4. Success! You have added a new inspection category to your inspection. Note: Some Inspection Templates do not have the ability to add categories.