Save Comments to Template

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Video Tutorial

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Saving Comments to Template in Inspection Reports

Step 1: Introduction to Saving Comments 0:02

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

Step 2: Identifying Useful Comments 0:13

• 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.

Step 3: Saving Comments to Template 0:31

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

Step 4: Using the Web Report Editor 0:39

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

Step 5: Creating New Fields 1:32

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

Step 6: Using the Mobile Reporter 1:44

• 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.

Step 7: Finalizing New Comments 2:12

• 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.

Step 8: Conclusion 2:29

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

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Link to Loom

https://loom.com/share/bc432f1c75264d31a90285665d288321