Setting Inspection Reports to be sent to DMS

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

1. Give the automation a relevant name.

2. Give the automation a relevant description,

3. Select the type of report that you want to send.

4. Set the status of the document.

5. Set the actions that will start the automation.