Copy and Reschedule

Introduction

Once you find a process that works for your company or your team use it over and over again. Maintaining successful workflow in InspectAll is easy by copying and rescheduling folders. Use schedule follow-up to remind yourself to work on a folder in the future or automate recurring folders.

Copy and Reschedule

Mobile Instructions

Re-Schedule an existing folder to a future date:

This option will simply re-schedule this folder to a future date on your calendar of your choosing.  Example: I've only completed half of this inspection.  So now I want to reschedule it out to next week/month...

1. Tap the Folder you want to schedule for by locating it in the app.
2. Tap the down arrow in the top right of the screen.
3. Tap Schedule Follow-up .
4. Tap Re-schedule this Folder to schedule the existing folder to a future date.
5. Tap when you would like to schedule the follow-up. You can select 1 week, 1 month, 3 months, 6 months, or 1 year.
6. Tap Create Folder .

To clone an existing folder:

This option will create a new folder exactly like this one and schedule it out to a future date of your choosing.  Example: I just finished the yearly inspection and I want to perform this exact inspection again next year.

1. Tap the Folder you want to schedule for by locating it in the app.
2. Tap the down arrow in the top right of the screen.
3. Tap Schedule Follow-up .

4. Tap Copy this Folder and Re-schedule to copy the entire folder and its contents to a future date. The forms in the copied folder will not have any of their answers copied.

5. Tap when you would like to schedule the follow-up. You can select 1 week, 1 month, 3 months, 6 months, or 1 year

6.  Edit the new folder details

7. Tap Create Folder

Web Instructions

To share an existing folder to a future date:

1. Click Calendar from the main menu.
2. Click the arrow in the top right corner of the scheduled event.
3. In the dropdown, select Share .
4. Once you've clicked this, you can now click anywhere on the calendar to share the event. Shared schedules can be pasted to one or more days by clicking and dragging in an available space.

5. When you are done sharing the schedule, simply close the pop-up by clicking x in the top right corner of the shared schedule's popup.

   

To copy an existing folder:

OPTION 1

1. Click Folders from the main menu.
2. Click + Add Folder .
3. Click Copy Existing .
4. Enter the first few letters or numbers of the folder you want to copy. Then select the appropriate folder from the list that appears below.

5. Click Create Folder .

   

OPTION 2

Click on the Folders Tab on the main menu

From here, you can SEARCH for a FOLDER and then copy the folder from this screen by hovering under the folder details and clicking on "Copy".

Or you can go into the folder and copy the folder from within the folder itself.

From here, if you want to roll over ONLY priorities (low, medium, high), then select the "Priorities Only" Box.  

- If you want to roll over EVERY answer (good, n/a, low, medium, high), then select the "All Answers" Box.

- Make any adjustments to the schedule.

- Click "Create Folder"

Details

•       Priority Roll-Over is currently available on the website to roll over questions marked with a priority for an entire folder, OR from iOS (Apple mobile devices) and Android to roll over individual priorities, or all priorities on an asset tracking form, specific to the asset and not the folder.  More information on the mobile option can be found here.
•       Rolling over ALL answers from a previous folder is only available from the website.
•       From the Apple mobile app, it requires internet access or cellular signal to work, as it is pulling real time information.
•       For assets, it is form and asset specific.  If a priority was identified on an asset, then a new form of that same type will show previously identified priorities regardless of the folder it is added to.  This feature is currently only available from Apple mobile devices. (For instance, from one annual inspection to the next).
•   Forms will be copied exactly as they are (if questions have been added or removed on the form template, you will have the option to refresh the questions on the form to show the changes)
•       For non-asset forms, it is account/folder specific as well as form specific.  If you copy a folder for an account, you can choose to roll over the priorities from the last inspection.  And the copy feature will bring all priorities in the last folder into the new folder, or all answers over from the previous folder depending on the option you choose.
•       Only UN-RESOLVED priorities will roll over.  If a priority has been marked resolved anywhere on the web or mobile app, it will not roll over.
•       Pictures and signatures do NOT roll over.
•       Resolution details/notes do NOT roll over.
•       You can choose to add this feature to your account for use on the Apple mobile app.  If you do, all Apple device mobile users will have access.
•       Contact us at support@inspectall.com to have the feature added to your account, or if you have additional questions.