Help

How To Add a User
1. Go to Settings -> System Drop-Down -> Users 2. Click the + icon in the top left of the panel. 3. Fill in all required fields Please Note: + If your user was added an email will be sent with t...

How To Remove a User
1. Go to Settings -> System Drop-Down -> Users 2. Click the Blue Title User. 3. Click the Trashcan icon to successfully delete the User Please Note: If there was an error, a message will be dis...

How To Add a Portfolio
1. Go to settings -> System Drop-Down -> Portfolios 2. Click the + icon in the top left of the panel. 3. Fill in all required fields 4. Upload your Company Logo 5. Click the Blue Create button P...

How To Remove a Portfolio
1. Go to settings -> System Drop-Down -> Portfolios 2. Click the Blue Portfolio Title of the Portfolio you wish to remove. 3. Click the Trashcan icon to remove. Please Note: If there was an err...

How To Add an Area
1. Go to settings -> Inspection Drop-Down -> Areas 2. Click the + icon in the top left of the panel. 3. Fill in all required fields 4. Click the Blue Create button Please Note: If there was an ...

How To Remove an Area
1. Go to settings -> Inspection Drop-Down -> Areas 2. Click the Blue Title Name of the Area you wish to remove. 3. Click the Trashcan to remove. Please Note: If there was an error a message wil...

How To Add a Sub-Area
1. Go to settings -> Inspection Drop-Down -> Areas 2. Click the + icon in the top left of the panel. 3. Name is where you name your Sub-Area 4. Parent Area is where you select the Area you want ...

How To Remove a Sub-Area
1. Go to settings -> Inspection Drop-Down -> Areas 2. Click the > icon next to the Area Name. 3. Navigate to the Sub-Area(s) you wish to remove. 4. Select the Trashcan icon directly right-han...

How To Add a Layout
1. Go to settings -> Inspection Drop-Down -> Layouts 2. Click the + icon in the top left of the panel. 3. Layout Name is where you name your Layout 4. Click the Blue Create Button to complete th...

How To Remove a Layout
1. Go to settings -> Inspection Drop-Down -> Layouts 2. Select the Blue Layout Name of the Layout you wish to remove 3. Click the Trashcan icon directly right-hand of the Layout Please Note: If...

How to edit a User
1. Go to Settings -> System Drop-Down -> Users 2. Click the Blue Title User you wish to edit 3. Click the Pencil icon, top-right, to open User edit screen 4. After changes are made, click the Bl...

How to edit a Portfolio
1. Go to Settings -> System Drop-Down -> Portfolios 2. Click the Blue Title Portfolio Name you wish to edit 3. Click the Pencil icon, top-right, to open Portfolio edit screen 4. After changes ar...

How to edit an Area
1. Go to Settings -> Inspection Drop-Down -> Areas 2. Click the Blue Title Area Name you wish to edit 3. Click the Pencil icon, top-right, to open Area edit screen 4. After changes are made, cli...

How to edit a Sub Area
1. Go to Settings -> Inspection Drop-Down -> Areas 2. Click the Black Arrow “>” Icon of the Area, opening Sub Area Drop-Down 3. Click the Blue Title Sub Area Name you wish to edit 4. Clic...

How to edit a Layout
1. Go to Settings -> Inspection Drop-Down -> Layouts 2. Click the Blue Title Layout you wish to edit 3. Click the Pencil icon, top-right of Black Title Layout Name, to open Layout edit screen 4....

How to edit sub Layout Areas
1. Go to Settings -> Inspection Drop-Down -> Layouts 2. Click the Blue Title Layout you wish to edit 3. Click the Pencil icon, top-right of Blue Title Area Name, to open Area Name prompt 4. Afte...

How to Add a Scale
1. Go to Settings -> Inspection Drop-Down -> Scales 2. Click the Black Plus icon to add 3. Label the Scale Name and choose the scoring type that suits this new scale 4. You may add a description...

How to edit a Scale
1. Go to Settings -> Inspection Drop-Down -> Scales 2. Click the Blue Title Scale you wish to edit 3. Click the Pencil icon, top-right of Title Scale Name, to open Scale Name prompt 4. After cha...

How to edit Scale Scoring
1. Go to Settings -> Inspection Drop-Down -> Scales 2. Click the Blue Title Scale you wish to edit 3. Click the Plus icon, middle-right of Title Area Name, to open a New Score Prompt 4. After ch...

How to Remove a Scale
1. Go to Settings -> Inspection Drop-Down -> Scales 2. Click the Blue Title Scale Name you wish to delete 3. Click the Trashcan icon, top-right of Viewing Scale Name, to delete the Scale Please ...