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Saving comments to your inspection report Template

Saving comments to a template in inspection reports

1

Introduction to saving comments

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  • Overview of the video purpose:
    • Demonstrating how to save comments while creating an inspection report.
    • Importance of saving comments for future inspections.
2

Identifying useful comments

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  • Recognizing when to save a comment:
    • When a new defect or limitation is found during an inspection.
    • When changes in versions or categories are identified.
3

Saving comments to the template

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  • How to save comments:
    • Click the ‘Save to Template’ button.
    • This action saves changes or new comments to the template for future use.
4

Using the Web Editor

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  • Demonstration in the web report editor:
    • Hover over the button to see ‘Save to Template’.
    • Make changes or add a new category, then save.
5

Creating new fields

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  • Instructions for creating new fields:
    • Create a new field in the template.
    • Click the save button to add this new comment to the template.
6

Using the mobile reporter

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  • Similar functionality in the mobile reporter:
    • Navigate to a subsection and find the save button.
    • Enable the save option and sync data to update the template.
7

Finalizing new comments

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  • Steps for creating and saving new comments in mobile:
    • Assign a category to the new comment.
    • Enable the save option and sync to save the comment to the original template.
8

Conclusion

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  • Recap of the process:
    • Saving comments enhances efficiency for future inspections.
    • Thank you for watching.

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Last modified on September 7, 2026