In some cases, you may want different Inspections to be completed in a single inspection.
You can merge these Inspections into one, producing a single comprehensive report that contains all information for each of the Inspections that have been merged once the inspection is completed.
- You can only merge Inspections with the status as New.
- You can only merge Inspections sent by the same organization.
- You can only merge Inspections with the same Inspection Forms.
- Merging Inspections will only work for Inspections that have the same product line.
Follow the steps below to learn how to merge Inspections:
Step 1: From your Dashboard, hover over Inspections. Then, click on Inspections to go to the Inspection Management page.
Step 2: On the Inspection Management page, tick on the checkboxes for the Inspections you want to merge.
Remember that you can only merge bookings with the same product line, sent by the same organization, and should have the 'New' status.
Step 3: Click on Merge.
Step 4: Review the information in the Merge Inspections window.
Step 5: Select Master Inspection. Master Inspection will determine the information that may be needed to reconcile the inspections. Then, click on Merge.
Step 6: You will be brought to the Inspection booking page where you can review the merged Inspections as one Inspection. Click here to learn how to add items to an Inspection.
Step 7: Click on Next to Review the Stakeholder Information.
Step 8: Click on Next to Review the Inspection Information.
Step 9: Click on Submit to submit your merged Inspection!
The merged Inspection will appear as one inspection on the Inspection Management page with the Merged status.
Have more questions?
Feel free to email us at firstname.lastname@example.org
OR simply click on the 'Live Chat' button in the bottom right corner of your screen.