Summary
Learn how to create a new inspection in Inspection Manager and copy conditions, comments, and media from a previous closed inspection using Last Inspection Data (LID).
This article covers:
About Last Inspection Data (LID) for manual inspections
Last Inspection Data (LID) lets you start a new inspection and copy selected information from a previous inspection, such as conditions, comments, and media (photos). This is useful when you want to compare a new routine against the last routine, or carry information from an ingoing to an outgoing inspection (or vice versa).
Note: LID can only copy from an inspection that is in Closed status.
Tip: If your office uses a trust accounting or property management integration, it’s generally best practice to schedule inspections in that system so they sync through automatically, then use LID if needed.
Before you begin
To avoid missing data or failing to see an inspection in the LID list, confirm these items first.
Last Inspection Data (LID) must be enabled in the CMS before you can select and reuse conditions, comments, or photos/media when creating a new inspection
This is managed by an Office Manager. If you cannot see the Last Inspection Data drop-down (or the conditions, comments and photos options), ask your office manager to enable it
Tip: If your office wants staff to reuse items from a prior inspection (not just preview them), your Office Manager must also enable Allow Re-Use for conditions, comments, and photos.
Confirm the source inspection is closed
Confirm the property exists in Inspection Manager (CMS)
Create a new inspection manually and apply Last Inspection Data (LID)
To add a new inspection and select what data you want to copy across.
Go to: Inspections
Select + New Inspection (top-right)
In Property ID or Address, start typing the address, then select the correct property from the list
In Inspector, use the drop-down to select the user who will complete the inspection
Select the inspection type (Ingoing, Routine, or Outgoing)
Open the Last Inspection Data drop-down
Select one or more options (icons) to copy: Conditions, Comments, and/or Media (photos)
Choose the Date and Time for the new inspection
Select Add to create the new inspection with the copied data
Sync the copied data to the mobile app
After you create the inspection, you may need to refresh your list in the Inspection Manager mobile app to see the new inspection and begin syncing the copied data.
Open the Inspection Manager app on your device
Go to the inspection list and pull down to refresh (or refresh the list)
Tap the inspection to begin syncing, then proceed with performing the inspection as required
Tip:
If the inspection does not appear after refreshing, confirm the inspection was created for the correct property and inspector, and that the source inspection you selected was Closed or
Sign out and back into the app