Web Editor

Introduction to Web Editor — 0:00

• Overview of using Web Editor to add or update information
• Assumes prior inspection was completed using a mobile app

Accessing Inspections — 0:11

• Go to your dashboard
• Click on Inspections
• Locate the inspection you want to edit

Editing Reports — 0:24

• Click on the three dots next to the inspection
• Select Reports
• Alternatively, click Edit Reports from the inspection management page

Adding or Updating Reports — 0:36

• View the list of templates/reports for the selected inspection
• To add a new report, click Add Report
• To edit an existing report, click Edit

Navigating the Web Editor — 1:09

• Sections and subsections are displayed on the left
• Various fields are available for input, including checkbox items

Adding Images — 1:29

• Upload images captured (e.g., from a drone) by multi-selecting files from your laptop
• Uploaded images will update the count and check relevant fields automatically

Viewing Report Components — 2:02

• Toggle between sequential and side-by-side view of report components

Using Ratings — 2:11

• Enable basic ratings from the template editor if needed

Accessing Photobank — 2:28

• Click in-report photobank to view images added to the inspection
• Use CYA photobank for additional images

Previewing the Report — 2:39

• Click Preview Report to see how it will appear to customers
• Note that the report is locked until published

Final Edits and Publishing — 3:11

• Make any final edits and refresh the page as needed
• Click Publish to finalize the report

Saving Changes to Template — 3:31

• Use Save to Template to update the template for future reports based on recent changes

Flagging Issues — 3:49

• Flag any fields that require further research before publishing
• Remove flags once issues are resolved

Updating Cover Photo — 4:39

• Use the designated button to update the cover photo of the report

Conclusion — 4:50

• Summary of the report view and editor functionalities