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Onsite Inspect Knowledgebase
Onsite Inspect Knowledgebase
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Onsite Inspect User Guide
Onsite Inspect User Guide
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Option - Resources > Projects

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This section details the functionality available from the Resources > Projects area. It should be noted that projects can be manually added in this area though if you are using Framework and have Integration the projects and customers should be created for you automatically.

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titleSearching for Projects
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When you select Projects you will see a screen similar to the one shown above. The Search For option gives you a powerful search facility that will pattern match any of the display columns so you can type in any part of the Prooject, Location, Manager or Supervisor and the view will be filtered to show you matching projects.

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Adding a Project

When you click on the Add Project button you will be presented with the Add Project screen that is broken into two sections

The General Details section allows you to define information relating to the people related to the project and attach an image

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The Location Details section allows you to define the location of the project.

It is a mandatory requirement to define the Timezone of the Project.

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When you click Save you will be shown the Projects screen for your new project.

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titleAdding an Inspection to a project

When a project is first added you will need to click on the + on the Inspections accordion

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When you do this the Add Inspection screen is displayed.

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