| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
The 2022.4 (15/12/22) release of Onsite Inspect saw the introduction of the ability to send inspection reports directly to the DMS.
Table of Contents
| Table of Contents |
|---|
Overview
This article describes how to set up the ability to send inspection reports directly to the DMS.
Enabling Project For Document
To allow inspection reports to be stored against a project in the DMS the object must be enabled for Document Management. If this has not been automatically set then you can do it in the DMS via Administration > Object Browse.
This will generally be turned on automatically via integration.
Document Types
You will need to set up a document type for each type of inspection that you want to add to the DMS.
Linked Automations
When you have added a DMS Automation in the template you will see it in the new Linked Automations accordion.
Document Site Name
The project must have a Document Site Name defined against it.
DMS Document Structure
The document type that was added needs to be added to a document structure.
Updating Inspection Templates
In Onsite Inspect in the Administration > Inspection Templates find and edit the template that you want to set up the automation for, There is a new accordion Automation.
When you click on the Add DMS Automation you will see the following dialog
Give the automation a relevant name.
Give the automation a relevant description,
Select the type of report that you want to send.
Select the Document Type the report will be added as.
Set the actions that will start the automation.