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Custom Dictionaries
Custom Dictionaries

Our unique template builder can help create bespoke dictionaries specific to your business, service or report type.

Steve Rad avatar
Written by Steve Rad
Updated over 2 years ago

Property Inspect's Dictionary system is what drives all your report data and speeds up typing and selecting the relevant rooms, items, descriptions and conditions within your report.

Key Features: our preloaded dictionary with thousands of items, descriptions and conditions can be customised by adding your own phrases, descriptions and condition comments ready to access on-demand via your app or desktop.

Key Benefits: reports take less time to compile, increasing time efficiencies without compromising on the detail.


To manage your Dictionary, click Settings from the top menu bar and then click the Dictionary tab.

More details about managing your account can be found in Setting up Property Inspect.

Click on your Dictionary to view all the terms stored for your account.

The Dictionary will come pre-loaded with Property Inspect's pre-set library of terms which you can customize, add to and remove.

The Dictionary currently serves Items contextually according to what room they are in. Presently Descriptions and Conditions are global lists which will be suggested or selectable for any item you add to your report.

ROOMS

To add a Room that isn't already in your list, click on the plus symbol located above the list, type the new room name and press Enter.

Additionally, when you or your Clerk's add a new room to a report that is not in your Dictionary, it will automatically be added to your Dictionary.

To delete a room, click on the text for the room, on the right hand side next to specific details click the X.

To edit the associated Items assigned to the room, click on the room's name in the list.

ITEMS

Your items list can be accessed by clicking any room name in the Rooms list.

You will notice an additional icon next to the delete button, displaying either a grey or a blue colored Globe. The blue Globe represents an Item that is marked Global, meaning it will display for every room. Grey Globe's are items that exist in other rooms, which can be assigned to the room you're in by ticking the checkbox to the left of the Item's name.

To add a new Item to this room, click in the Add an Item text field and type the new item name, followed by Enter to the Add button. The Item will be associated with this room only at first, but you can choose to make it Global for all rooms by clicking the grey Globe to change it to blue, or navigating to other specific rooms and ticking the Checkbox to the left of the new Item to make the associations.

To un-associate an Item with a room, simply untick the checkbox. To un-associate an Item with all rooms, click on the Globe to make it grey, or delete it by clicking on the red circular X to remove it permanently.

On live reports, clerks will be able to select any Global or Checked item from this list when the clerk has added this room to their report.

Additionally, when you or your clerks add a new Item to a room within a live report, this Item will be automatically added to your Dictionary and associated to this room.

CONDITIONS

The Conditions list is a global list that will be suggested or selectable for all rooms and items. To add a new condition, simply click in the Add a Condition text field and type the new condition, followed by Enter or the Add button to store it.

Your Clerks will be able to add multiple conditions from this list to each Item when typing up a report.

Additionally, when a new condition is added to the live report which is not in your Dictionary, a button will appear over the condition giving you or your Clerk the option to store this condition to your Dictionary. This condition will then be selectable for any further Items within the report.

DESCRIPTIONS

Like Conditions above, the Descriptions list is also selectable on all rooms and items.

To add a Description, likewise click the Add a Description field, type the description followed by Enter or the Add button.

As with conditions, you can select multiple descriptions for any item, so we recommend keeping terms like colours and materials separate, eg "White" and "wooden panel" to not have to add too many descriptions of similar terms, as you can add as many descriptions to an Item as you like.

NOTE: Our default Dictionary terms available to everyone to use or remove freely is subject to change from time to time, with new terms added as they become popular or based on ARLA, APIP, AIIC and other Associations' recommendations.


*NEW* Create Custom Dictionaries from Template Editor

You can now create a custom dictionary whilst editing a template. Here's how:

  1. Start off by navigating to the template you want to edit > go to the section you'd like to customise and click on the three dots on the right > click on 'Configure Section':

  2. If you select the field type to be 'Text' or 'Text Area', you will be able to add your custom dictionary; click on the drop down arrow under the Dictionary and scroll to the bottom: "Create Custom Dictionary"

You can then create the custom dictionary name and click on 'Save':

*Note - You are able to create the custom dictionary and make the association with the field; however, you must add your dictionary items from the Dictionary tab under your Settings.


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