Onsite Inspect Usage | Onsite Inspect Administration |
Onsite Inspect Release Information |
| Onsite Inspect Resource Centre |
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The 2022.4 release of Onsite Inspect saw the introduction of the ability to send inspection reports directly to the DMS.
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.
Document Types
You will need to set up a document type for each type of inspection
Linked Automations
Site Name
DMS Automation
In the
DMS 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.
Set the status of the document.
Set the actions that will start the automation.