• Inspection Form
• Inspections Grid

Note: When an inspection form is assigned to a project member, a notification email will be sent to the person.

Inspection Form

When an inspection is created from the Inspection Grid (New button) the form displays includes a field to assign the inspection:

Select the assignee from the drop down list. When the inspection form creation is completed and saved, a notification email will be sent to the assignee.

Inspections Grid

For existing inspections in the grid, you can assign the form by either clicking on the form and assigning it from the form as explained above, or click the checkbox next to form and click the Assign button. 

Using this method you are able to select multiple form instances and assign them to the same person if desired.

Note when you hover over the button the tooltip shows the number of items selected as shown below:

When you click the button the following dialog displays prompting you to select the Member to assign the form(s) to as well as the Due date (Optional).

Click Save to complete the process.