Edit and Send Inspection Notice
This article will guide users on editing and sending inspection notices in Reapit PM.
Overview
Edit and Send Inspection Notices
This article will guide users on editing and sending inspection notices in Reapit PM.
The processes in this article include:
- How to Edit the Inspection Notice
- How to Send Single Inspection Notices
- How to Send Bulk Inspection Notices
The Inspection notice can be edited in the templates section of Reapit PM .
Note: You need to have office administrator access to be able to edit templates.
- Navigate to the drawer on the left hand side and select Settings > Templates.
- All of the Console Cloud templates will appear.
- Find the Inspection Notice template.
- Select the three dots, then click Edit.
- Edit/add text, including any merge fields you require.
Note: Merge fields will appear only when you click into the body or subject areas.
- Add any attachments that you would like to go out with the inspection entry notice.
Note: The entry inspection notice will be automatically attached to the message when you send for QLD/NT/WA.
- Click Save.
Sending Single Inspection Notices
- Open the relevant Inspection in the Inspection workflow.
- Click Create and Send.
- The send message drawer will appear. Edit the subject or body if required (individual send only).
- Click Send.
Sending Bulk Inspection Notices
- Navigate to the Filters tab and apply ‘Routine’, ‘Scheduled’ and assign to ‘Me’. Click Apply.
- Tick the checkbox next to Property and then navigate to the 3 dots next to the message icon in the bottom right hand corner. Click Send Inspection Notice.
- Click Send.