Manage Follow Ups to Priorities - Option 2 (Folder Workflow)

Overview

InspectAll allows you to follow a priority from finding to resolution. The following instructions detail another great option in managing the resolution of priorities found on an inspection form, for example, and following it through to the service call/repair stage.

You can accomplish this workflow in three easy steps.

Step 1 - Reschedule the completed inspection folder to the user(s) for the repairs.
Step 2 - Change the Folder Type to Service Call / Repair (or whatever folder type you are using to schedule your service work). (Optional)
Step 3 - Mobile Users will filter the form to show priorities and mark them as resolved as they are addressed/corrected.

Step 1 - Reschedule the completed inspection folder to the user(s)

From the Website, Edit Schedule within a Folder:

Navigate to the individual folder from anywhere within the application.
Click on the Schedule tab (with the calendar).

3. Click on edit icon when hovering over the schedule you want to edit.

4. Update the user, start time, end time or note as desired, or click on "Add" to add another user to the folder's schedule.

Edit a Schedule

5. Click Update Schedule.

Step 2 - Change the Folder Type to Service Call / Repair

If you want to change the folder type of an existing folder to move it to the next phase in a workflow, go to the "Folders" tab on the website.

1- Go into the folder

2- Click the blue pencil icon to "Edit" the folder

3- Click on the "Type" box to pull up a list of available folder types.

4- Select the folder type you want and then click "I'm Done"

5- Then click on "Update Folder"

Step 3 - Filter and Resolve Priorities from the Mobile App

You can resolve priorities within a Folder on the Mobile app. Just tap on the form with Priorities, and go into any questions where priorities have been found. You can do a FILTER by PRIORITIES first if you want, to get right to the list of questions where a low, medium, or high priority has been marked.

Then check the "Resolve Priority" Box to mark it resolved. Enter comments about the resolution in the comment box below the date field.