Based off user feedback we have implemented one of our more requested features, which has been the ability to be able to conduct inspections with more than one user/device and then merge them afterwards to have a complete report. This is particularly useful for larger properties that generally take much longer to inspect.

Create
​You should already have the original inspection created by the integration sync with your trust accounting provider or by using the create new inspection wizard before you start the process.
​
To start the process, find your Pending inspection and select the 'Clone For Merge' button to create the second inspection and assign it to the second inspector, which will later be merged.

In/Outgoing:

Routine:

The cloned inspection will be the exact same type of inspection, you cannot merge a Routine into an Ingoing for example. Simply select an inspector for the second inspection and tap 'Save'. It will be scheduled for the same date and time as your original inspection.

As you can see in the screengrab, the two cloned for merged inspections are linked together as indicated by the new link icon, if you click the icon it will provide you information as to which inspection it is going to merge with later on.
​

Inspect & Sync
Each inspector then logs into their Inspection Manager App. Each will see the same property layout and so will need to decide who should inspect which areas. It is important that you divide the areas between the two inspectors and have each inspector complete an entire area, rather than have one inspector do all comments and the other inspector do all photos.

Once each inspector has completed all of their assigned areas and one inspector has completed the general details or utilities section, sync both inspections so that you can merge them together.

Merge
Once both inspections have been synced, you can begin the merge process. This is done on the CMS and you can do it from the inspections or the properties page. One inspection will be kept at the end with the areas from the other inspection merged into it. If you have integration enabled, the inspection created by the integration sync will be kept so that it syncs back to your trust accounting provider. However, if your office has no integration, the inspection that you select 'Merge Report' on will be retained.
​
​

Just click the drop-down arrow on the inspection that you wish to retain after the merge and then select 'Merge Report'.

This will open a pop-up window showing both inspections side by side. This window will display all relevant information in relation to the property and the inspections being merged.

By default, the system will automatically select areas that have comments/photos added to them to retain in the final merged report. However, you ultimately have control over which areas to keep. It's as simple as clicking the area you wish to keep. All areas can be selected for both inspections, so you could select two Entrance Halls or two Kitchens for example. However, only one General Details (Routines) or one Utilities (Ingoings/Outgoings) can be selected for merged inspections.

Once the inspections have been merged you cannot split them up again. You have one opportunity to go 'Back' before you finalise the merge, so please be mindful of this when merging reports. You will of course still be able to edit the remaining report online should you wish to make any adjustments again. If you are ready to merge, simple tap on 'Confirm'.

That's it!
​

Your inspections have now been merged into one inspection for you to view, edit and/or close. Take time to review your finalised inspection before you close it and ensure that the layout is correct.

Should you have any issues, please contact our Support Team by starting a Chat or emailing helpdesk@inspectionmanager.com.au