If you’re setting up a new device or need to access inspections completed by a colleague, you can sync them to your device from the PIM Cloud Dashboard.
To view any new or updated inspections linked to your account, simply sync your device with the dashboard to retrieve the latest data.
Step 1: Tap the Inspections icon in the PIM App
Step 2: Swipe your finger or tap the Cloud icon to view your inspections available to sync.
Once the inspections have loaded you will see the list of inspections. The screen defaults to "New Inspections" available.
1. Filter your Inspections: You have the option to view and import New Inspections and Updated Inspections. You can sync and import up to 10 inspections at a time.
New Inspections:
These inspections are stored in your PIM Cloud Dashboard but are not yet available on the device you’re syncing with. By syncing them to your device, you’ll import all associated notes, photos, and property and inspection details—just like in the example below.
Address: 500 West Coast Hwy, Scarborough
Inspection Date: Thursday 3rd August 2023 @ the time: 19.43
Report Type: is a Condition Report
Inspector: in Nicola Training
Status of the Inspection: Inspected
Note: No PDF or Word documents are pulled down to the device.
Updated Inspections:
Updated Inspections are inspections that are currently on your device but have been modified since they were last saved or submitted from the device. This typically suggests that changes or updates to the inspection have been made through the dashboard on a PC, and you now wish to synchronise the most recent version of that inspection to your device.
When you tap on an existing inspection in your Inspection list, PIM will automatically check for "Updates" from the dashboard and overwrite the inspection locally on the device. This process is quick and will appear as shown below.
Important:
If you don’t want to overwrite the current version on your device, avoid tapping the inspection in the list. Instead, tap the Cloud icon and choose how you’d like to import the updated version.
2. Sort: Allow you to sort your inspections by Date, Address or Suburb:
3. Import your Available Inspection: Tap the inspection(s) you’d like to sync to your device, then tap the box with the downward arrow icon. Next, select Import Selected Inspection(s).
You’ll then be prompted to choose whether to Update Inspection (replace the existing version) or Merge Inspection (combine changes with the existing version).
An updated inspection will display an orange bar, indicating that an inspection for the same address already exists on your device.Please note that you can only sync one inspection at a time.
Tap Confirm Update Inspection
Update Inspection will overwrite the existing inspection with new notes and photos and any other Property details changed via the Dashboard.
Merge Inspection will keep your existing notes and then add the new notes side by side to the inspection. The Quick Checks will only be updated where they have not previously been marked, they are not updated using the MERGE process.
Tap Confirm Merge Inspection
Once completed tap Cancel and then navigate to your inspection in the Inspection list.
A merged inspection will MERGE ALL Notes, it does not over-write any existing notes it will just add the amended notes in addition to the existing notes. Only new Quick Check will be merged not amended ones.
In this example:
An inspection was submitted from a device to the Dashboard and the Notes were amended from Painted Green to Painted Grey, saved and then MERGED back to the device.
Dashboard Screenshot of amended notes:
Inspection MERGED back to the device:
Handy Hint: You can refresh the Available Inspections or Updated Inspections list at any time by swiping down on the screen.