Summary
Learn how each Inspection Manager status works, what triggers status changes, and what you should do next.
This article covers:
About inspection statuses
Inspection statuses tell you where an inspection is in its lifecycle, from creation through to syncing, tenant review, and finalisation. Understanding statuses helps you avoid lost work (for example, inspections only stored on a device) and ensures you know when you can still edit a report.
Where to view an inspection’s status
You can view statuses in the Inspections list in the CMS (web) and in the mobile app.
In the CMS, open Inspections from the left menu
Find the inspection in the list
Check the Status column or use the Status filter to narrow results
Tip: If you have just created an inspection and it does not appear on the app, refresh the inspection list to pull the latest changes from the server.
Inspection statuses and what they mean
There are 8 inspection statuses in Inspection Manager. Use the sections below to understand what each status means and what actions to take next.
Pending
Pending means the inspection has been created but has not yet been started on any device.
What to do next
If the inspection is assigned to you, open the app and refresh the inspection list
Start the inspection on the device when you are ready
In Progress
In Progress means the inspection has been started on your device, but has not been synced to the CMS yet.
What to do next
Continue completing the inspection on the device
Sync the inspection as soon as practical, so the latest version is saved to the server
Not Synced
Not Synced means the inspection is completed, but it exists only on the device and has not been uploaded to the server. This can be risky if the device is lost or damaged.
What to do next
Open the app and sync the inspection as soon as possible
Avoid leaving inspections in Not Synced longer than necessary
Note: Keeping an inspection only on a device increases the risk of losing the report if the device is damaged or lost.
Completed
Completed means the inspection is safely on the server, but you can still make changes in the CMS.
What to do next
If required, open the inspection in the CMS and make edits
When you are finished, proceed with your usual workflow (for example, send, download, or close if applicable)
Note: If you edit an inspection in the CMS, those changes do not sync back to the app. If you are unsure about editing, contact support.
Tenant Assisted Inspection (TAI) statuses
TAI workflows introduce two tenant-related statuses.
Tenant Routine (T Routine)
T Routine is used for a routine inspection that you have sent to tenant(s) to complete as a Tenant Assisted Inspection (TAI).
What to do next
Send the routine inspection to the tenant(s)
Monitor progress until the tenant completes their portion, then continue your internal review process
In Tenant Review (T Review)
T Review is used for paperless ingoing inspections that have been sent to tenant(s) and are awaiting tenant review and signature. These inspections remain in this status for a limited number of days.
What to do next
Confirm the ingoing inspection has been sent to the tenant(s)
Track the time remaining (timeframes vary by legislation and configuration)
If required, follow up with the tenant before the review window closes
Note: Inspection Manager applies state/legislative rules, so these inspections automatically close when the allowed time lapses, or when tenant(s) sign the report.
Scheduled
Scheduled means an ingoing inspection is scheduled to be sent to tenant(s) at a future date/time. Once the scheduled time is reached, it is sent, and the status changes to T Review.
What to do next
Confirm that the scheduled date and time are correct
At the scheduled time, check that the inspection has moved to T Review
Closed
Closed means the inspection has been finalised. This can happen because you closed it, or because a paperless ingoing inspection closed automatically after the time limit or tenant signing.
What to do next
Open the inspection if you need to download, email, or print the final report