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Customize the Inspections View

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The list view is where you can see the full list of your Inspections, along with the inspection details at a glance. Each user can arrange the layout of the screen according to their own preferences and liking.

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The inspections view is where you can find your inspections.

Search

Search allows you to find any field within the Inspection list. The example below shows results populated for fire extinguisher.

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  1. In the Search field, enter the search term.
  2. Search results automatically populate.

Column Search

When you search for inspections, it will display only those inspections for the search criteria. Each column contains the search, and this will let you focus on the inspections you want to work on.

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Filters

When you click the Filter clipboard_e94e4b21fed3012ab762576f2ec808132.png icon, a menu will appear showing you the items you can select.  

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Filter by Group

Filter by group helps you view inspections by group organization. These filter groups can be:

  • single address
  • floor plan
  • group of assets

These groups have been set up by your admin, see set up a site's location for more information.

  1. Click the Location/Group button. The filter by group panel displays.

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  1. Select a group to filter by. The inspection list is filtered.

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Saved View - Filter a Column Example

When viewing the Inspection list, you may want to change the inspection columns and sort order. The Save View let's you set up the inspection listing and then save it for next time.

This is best explained using an example. I want to create a saved list view for failed inspections and display only the Inspection Number, Asset, Status and Inspection Date columns.

Step 1. Reorder Columns 
  1. Drag and drop the Status column to the front of the listDRAGDROP.gif
Step 2. Filter the Column 
  1. Click on the filter clipboard_e5c79ab0f26436f123fb3694841dcbbc0.png icon within the Status column. The list of statuses display.
  2. Select Failed.
  3. Click the OK button. The status column is filtered to display all inspections that have failed.
Step 3. Hide columns from the Column Chooser 
  1. Click the more actions clipboard_ef7dcbebc80a3465515fa19d5e67bf794.png icon. 
  2. Select Column Chooser. The column chooser displays.
  3. Drag and drop the Completed By, Defect Work Assigned To, Defects, Description, Form Title and Work Orders columns to the Column Chooser. The columns are removed from the inspection list column headings.

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Step 4. Save your View 
  1. Click the save clipboard_ece945c0ff2ad2558151d05d4e38b787a.pngicon. The create new view dialog displays.
  2. In the View Name field, enter the name of the saved view.
  3. Select a who can access this view option, either: 
    • Private- Don't share this view with anyone.
    • Everyone - Share this view with everyone.
    • Security Roles - Share this view with specific roles in your organization.
    • Teams - Share this view with specific teams in your organization.
  4. Click the Save View button.

Saved View - Toggle List Grouping Example

When you view the inspection list, you may want to group the list view by a column. This let's you see the inspection listing in a different way. Let's look at the example where we group by Status.

Step 1. Group by a Column 
  1. Click the more actions clipboard_ef7dcbebc80a3465515fa19d5e67bf794.pngicon .
  2. Select Toggle List Grouping.
  3. Drag and drop a column header to the group by. The Inspection list is toggled by group.
togglelistWO.gif
Step 2. Save your View 
  1. Click the save clipboard_ece945c0ff2ad2558151d05d4e38b787a.pngicon. The create new view dialog displays.
  2. In the View Name field, enter the name of the saved view.
  3. Select who can access this view options, either: 
    • Private- Don't share this view with anyone.
    • Everyone - Share this view with everyone.
    • Security Roles - Share this view with specific roles in your organization.
    • Teams - Share this view with specific teams in your organization.
  4. Click the Save View button.

Display your Saved View 

The next time you want to use the saved view you can display it.

  1. Click the Saved views drop-down. The saved views pop-up displays.

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 From this you can see a list of saved views, and the default view.

  1. Select a saved view.

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Remember, you can share a view that is private to you. Click the share clipboard_e2f57c0ae67143b61babad7a348d3df08.png icon

  1. Click on apply selected. The saved view displays.