Using the PIM Dashboard to Submit to Cirrus8

Modified on Tue, 21 Oct at 2:59 PM

Using PIM Dashboard with Cirrus8

This guide explains how to submit an inspection — after making edits in the PIM Cloud Dashboard — back to Cirrus8. The PIM Cloud Dashboard lets you save, edit, and re-submit imported inspections, giving you greater flexibility and efficiency in managing your reports.

After importing your inspections into the PIM app, you can save them to your PIM Cloud Dashboard for desktop editing by selecting Save & Preview Inspection. This option allows you to review and adjust your inspection report on your desktop, rather than on your mobile device.

Once your edits are complete in the PIM Cloud Dashboard, you can submit the finalised inspection report. The submitted report will be emailed to the inspector and can then be uploaded back to Cirrus8, automatically moving the inspection to the Completed Inspections area.

Following these steps ensures your inspections are accurately edited and efficiently submitted, making full use of the PIM Cloud Dashboard's capabilities.

If you’re looking for the main Cirrus8 integration guide, see the Cirrus8 Integration Guide on our Help Centre.

Contents

Saving Inspection from the PIM App to the Dashboard
Editing Your Inspection In The Dashboard
Submitting Your Inspection From The Dashboard To Cirrus8
Syncing Your Dashboard Changes to the PIM App, then Submitting To Cirrus8
Troubleshooting

Saving Inspections from the PIM App to the Dashboard

Step 1: Saving Your Inspections

By selecting Save & Preview in the PIM app, you can review, edit, and finalise your inspections in the PIM Dashboard before sending the report to Cirrus8. This helps streamline your workflow and ensures your submissions are accurate and delivered on time.

Additionally, if you navigate to Settings > PIM Admin and scroll down to Report Template Settings, you can switch Disable Reports Upload to ON (green). This prevents the PIM app from automatically uploading reports to Cirrus8 if you accidentally tap Submit Report. Normally, this would upload the inspection and close it, but with this setting enabled, you can make your changes in the PIM Dashboard and upload the finalised report manually.

Editing Your Inspection In The Dashboard

Once you have selected Save and Preview from the PIM App, the inspection will load into the Dashboard where you can log in with your account details and finalise your report notes and photos.

1. Editing Your Inspection in the Dashboard

You can edit your inspection in the PIM Dashboard by tapping the Inspections (1) menu > then tap the "3 dots" (2) under the "Actions" column, then select Edit Inspection (3) - we have detailed How To Guide - here.

Submitting Your Inspection From The Dashboard To Cirrus8

Once you’ve finished editing your inspection in the PIM Cloud Dashboard, simply Submit it and choose to upload it back to Cirrus8. This completes your workflow smoothly, giving you confidence that your reports are accurate and accessible to owners and tenants.

1. Submitting Your Inspection From The Dashboard

After making changes to a Saved inspection in the PIM Dashboard, you need to Submit it. This not only generates an email of the report to yourself as the inspector but also stores the document in the Dashboard, ready to be sent to Cirrus8.

When using the Edit Inspection options, you can submit the report by selecting the Overview (1) tab, tapping the box with the upward arrow (2), choosing Submit Report, and confirming the report template. This ensures your edited inspection is properly finalised and accessible.

2. Sending Report To Integration Provider

Once you’ve submitted the finalised report from the Dashboard, it will appear in the Documents list with a date and time stamp. To upload it, tap the three dots (3) next to the inspection you want to send, select Send To Integration Provider (4), and follow the prompts to confirm your action.

Tap the Drop Down Arrow to Select Your Integration Provider

Select Your Provider

Tap OK.

Syncing Your Dashboard Changes to the PIM App, then Submitting to Cirrus8

There are also alternative options if you prefer not to submit your changes from the PIM Cloud Dashboard directly to Cirrus8. Once you’ve finalised your edits in the Dashboard, return to the inspection in your PIM app (by tapping on the same Inspection in the Inspection tab) and select Submit Report. This will email the report to you as the inspector and upload it back to Cirrus8.

Troubleshooting

Here are some common concerns and speed humps around Cirrus8 integrations and how to move past them.

1. Re-Submitting a Completed Inspection in Cirrus8

If you have submitted an inspection from PIM and need to amend it and re-submit it, just navigate in Cirrus8 to your last "Completed Inspection" and tap "Incomplete", this will move the inspection back to the "Upcoming Inspections" and remove the attached PDF. You can then go back into PIM Dashboard and use Submit Inspection again.

2. Submitted Inspections not uploading to Cirrus8

Only inspections created from an import into the App and saved to the Dashboard can be uploaded automatically into Cirrus8. This includes Routine/Tenant/Cleaning and Property Condition Reports. However, if you have created an inspection in PIM, you can easily add the finished report manually into Cirrus8.

See the Manual Report Upload to Cirrus8 for instructions.

For general troubleshooting on Cirrus8 workflows, imports and uploads, please contact support@cirrus8.com.au.

For PIM-related questions, please contact PIM Support.

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