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How to view and complete Inspections from the side panel

Click an inspection in the list to open it in a side panel, where you can view, edit, start and complete it without leaving the list.

V
Written by Vince

Click any inspection in the Inspections list and it opens in a side panel on the right. You can view it, edit it, start it and complete it there, and the list stays behind it so you do not lose your place.

Open an inspection in the side panel

Choosing Continue on an inspection and seeing it open in a side panel over the list

  1. Open Inspections in the side menu.

  2. Click the inspection title, or choose Continue on one that is in progress.

  3. The inspection opens in a panel over the list.

  4. Answer the questions, add notes and photos. Changes save automatically as you go, and Save Changes and Mark As Completed sit at the bottom of the panel.

  5. Close the panel with the cross, or choose Cancel. Choose Open full page at the top if you prefer the whole screen. You are back on the list exactly where you were.

What you can do in the panel

Task

How

View an inspection

Click its title. Completed inspections open in the panel too.

Edit an inspection

Change the answers and choose Save Changes. A completed inspection opens read-only: press Edit at the top of the panel first, and Save Changes appears after that. The list refreshes when you close the panel.

Start an inspection

Choose Start New Inspection, pick a template, and fill it in the panel.

Complete an inspection

Finish the questions and choose Mark As Completed.

See the report

Choose View Report on the row. The report opens as its own page.

Open it from a work order

The same panel opens when you add an inspection from a work order or a work package, so you fill it in without leaving that page.

Frequently asked questions

Do I lose my filters and view when I close the panel?

No. The list stays as you left it, including your saved view, filters and page.

Why does the panel refuse to open?

You need permission to edit or create inspections. The message tells you which one you are missing. Ask your admin.

Does a completed inspection open in the panel?

Yes. Every inspection opens in the panel. A completed inspection opens read-only. Press Edit at the top of the panel first; Save Changes appears after that. Use View Report for the finished report.

Is this on the phone app?

Not yet. The side panel is on the web app. The phone app is not changed until the next Colobbo app update.

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