Managing Inspections

Modified on Thu, 23 Jul at 10:46 AM

To access the PIM Cloud Dashboard, visit our website. You can use your PIM App account credentials to log in.

As a Manager, you’ll have the ability to:

View, edit, and archive inspections for all Inspectors.
Reset passwords for user accounts.
Manage Users and Company Settings including office logo, branding and more.

If your role is Inspector, you’ll have access to:

Sync all inspections from the Dashboard to your PIM App.

1. Filter and Search for Inspections

From the Dashboard Home screen, click on Inspections (1)

Here you can Filter, Search and Export inspections:

A & B: Date To/From: You can use these fields to search for an inspection between 2 dates.

C: Inspection Type: Filter your search by inspection type which includes Routine Inspection Report, Condition Report or Bond Report.

D: Inspection Status: Inspections can have various status options based on options used in the PIM App. These include:

Scheduled		If you have created an inspection manually or imported it from your PMS it will be displayed as "Scheduled" in the PIM App.
In Progress		If you Save or Preview a Routine Inspection Report or a Condition Report the status displayed in the App or on the Dashboard will be "In Progress". If you submit a Tenant Inspection Report or a Cleaning/Maintenance Report from the App it will be displayed as "In Progress". If you make changes to the Inspection via the desktop by adding notes or photos, and save it, it will remain "In Progress".
Inspected		If you Submit a Routine Inspection Report or Condition Report from the App or Dashboard the status will update to Inspected
Under Review		Is triggered when a Property Manager sends an Aided Inspection from a device.
Completed		Is triggered when the Tenant has completed the inspection and sends it back to the Property Manager.
Archived		Move old Inspections to Archived status for storage. Can be retrieved if needed.

E: Device: Easily identify saved Inspections. Personalize your PIM device! Head to Settings > PIM Admin > Company and Device Settings > Device Details in the PIM App to edit the device name for easy identification of saved inspections.

F: Search by Address: Search like a pro! Type the property address into the search field. Use "*" wildcards to broaden your search, e.g., "*fre" finds all inspections in Fremantle.

Based on the criteria of your filter a list of inspections will be displayed showing the following fields:

A. Inspection Date and Time: The Inspection Date and Time.

B. Last Updated: Displays the date of the last changes made to an inspection.

C. Status: Displays the current stage of your inspection.

D. Address: The inspection address.

E. Type: Indicates whether the inspection was created as a Routine, Condition Report, or Bond Report.

F. Device: Displays the device name from which the inspection was saved or submitted.

G. User: This displays the User account that the inspection was saved/submitted from.

H. Inspector: Displays the name of the inspector assigned to the inspection in PM.

I. Actions: Allows you to Edit your inspections via the browser, view reports, media slideshow gallery and download media for an inspection.

Edit Inspection

View Reports, Slideshow Media Gallery or Download Media

G: Exporting an Inspection Summary

The Inspections screen also allows you to export a summary of your inspections as an Excel (.xlsx) file, based on whatever filters you've applied.

Use the filters at the top of the Inspections screen to narrow down the results you'd like to export. You can filter by Date From and Date To, Inspection Type, Inspection Status, Inspector, Device, and Address (which supports wildcard searching, for example using an asterisk). Once you've set your criteria, click Filter to apply your selections and load the matching inspections into the table below.

When you're ready to export, click the Export button beneath the results table. A popup will appear, allowing you to choose which columns to include in your export: Date & Time, Status, Address, Type, Device, and Inspector.

Simply tick the columns you'd like to include, then click Download. This will generate an Excel file containing the selected data for the period and criteria set in your filters, ready to open, share, or use for reporting purposes.

Need help on any of the above? Just contact us!