Templates are used in PIM when you submit an inspection. They are link to each inspector setup on the device and also linked to each inspection type assigned to your inspection.
If you are submitting a Routine and the report is generating as a Condition Report chances are you have the wrong template configured.
For Residential Setup:
Once logged in tap Settings > PIM Admin > Inspectors and Templates. New users will have their templates pre-selected, existing users will need to tap their name and select the following templates:
- Routine Inspection Report Template and then tap Inspection Template-Default.docx
- Condition Report Template and then tap your state/region Entry template.docx
- Cleaning Inspection Template and then tap Cleaning Template-Default.docx
- Tenant Report Template and then tap Tenant-Inspection Template-Default.docx
- and then hit Done!
For Commercial Setup:
Once logged in tap Settings > PIM Admin > Inspectors and Templates. New users will have their templates pre-selected, existing users will need to tap their name and select the following templates:
- Routine Inspection Report Template and then tap Commercial Inspection Template-Default.docx
- Condition Report Template and then tap Commercial PCR Template-Entry.docx
- Cleaning Inspection Template and then tap Cleaning Template-Default.docx
- Tenant Report Template and then tap Tenant-Inspection Template-Default.docx
- and then hit Done!
Note: You may have customised templates. If so, select the corresponding named templates. ie: Inspection Template-"YourCompanyName".docx or "your state/region Entry-"YourCompanyName".docx".
If you are not sure what you should be selecting, send in a diagnostics by tapping the "PIM Help Desk?" icon > then tap Contact Us (Including Diagnostics) > tap into the white box and let us know the address of the inspection you are trying to import and then tap Send.