Edit and Send Inspection Notice
This article will guide users on editing and sending inspection notices in Reapit PM.
Edit and Send Inspection Notices
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.