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Manage predictive phrases

Learn how to add, edit, and delete predictive phrases in Inspection Manager so you can insert common inspection comments faster.

Summary

Learn how to add, edit, and delete predictive phrases in Inspection Manager so you can insert common inspection comments faster.

This article covers:


About predictive phrases

Predictive phrases are saved comments you can insert quickly while writing inspection notes in the app or on a computer. They help keep wording consistent and reduce typing during inspections.

Predictive phrases are stored in two dictionaries so you can keep phrases relevant to the inspection type:

  • Predictive PCR Dictionary (for PCR inspections)

  • Predictive Routine Dictionary (for Routine inspections)

By default, phrases in one dictionary do not appear in the other inspection type unless you choose to combine them.

Note: This section is available only to users with the Office Manager role.


Access predictive phrases in the CMS

Use this section to find the predictive phrases settings screen in the Inspection Manager CMS.

  • Select Settings on the left-hand side

  • Select Predictive Phrases


Choose whether to combine dictionaries

Use this setting if you want the same Predictive Phrases available across both PCR and Routine inspections.

  • On the Predictive Phrases page, locate Combine dictionaries (top right)

  • Toggle Combine dictionaries:

    • On to make both dictionaries available regardless of inspection type

    • Off to keep PCR and Routine phrases separate


Add a new predictive phrase

Add predictive phrases to create personalised suggestions you can reuse in inspection comments. You can also create shortcut codes to insert longer phrases faster and use import/export to reuse or share your list.

  • Under Predictive PCR Dictionary or Predictive Routine Dictionary, type your phrase in the large text box

  • (Optional) Enter a shortcut code in the smaller text box

  • Select Add

Note: The phrase field is required and cannot be blank.

Tip: If you use shortcut codes, start them with X (for example, “XWELL”) because it is rarely used and easier to recognise while typing.

  • (Optional): Use Export to download a dictionary or Import to upload your list (for example, from Excel)


Edit an existing predictive phrase

Edit phrases to match your agency’s wording standards or update commonly used comments.

  • Select Settings on the left-hand side

  • Select Predictive Phrases

  • Find the phrase you want to update in the list

  • Select the pencil icon

  • Make your changes

  • Select Save


Delete a predictive phrase

Delete phrases you no longer use to keep suggestions tidy and relevant.

  • Select Settings on the left-hand side

  • Select Predictive Phrases

  • Find the phrase you want to remove in the list

  • Select the bin icon

  • In the confirmation window, select Delete


Export or import a dictionary

Use export and import to back up your phrases or move them between accounts.

  • Select Settings on the left-hand side

  • Select Predictive Phrases

  • Choose the dictionary you want to manage (PCR or Routine)

  • Select Export to download the dictionary (the file is in xlsx format)

  • Select Import to upload a dictionary file

Refresh the app to see updated phrases

After updating predictive phrases in the CMS, you need to refresh the app to pull the latest dictionaries.

  • Log out of the app and log back in

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