This feature allows you to specify the status for each section or block in your reports. It improves clarity, facilitates detailed assessments, and supports better communication and prioritisation based on specific findings. This capability ensures comprehensive documentation and aids in making informed decisions for maintenance and compliance processes.
This feature is a part of our Advanced Templates pack which are available as an add-on to our plans at an additional monthly cost. Please contact our Sales team for more info.
How to configure your section/room with a status field
1. On your online dashboard, navigate to the inspection you need to work on and click on Edit Report.
Go to the section/room that you want to configure > click on the 3 dots to the extreme right of the block:
2. Click on Configure Status:
3. Configure your section's status field:
Placeholder: this acts as a guideline for what information should be added in this field
Type: control what information can be added to this status field
4. There are three types of Status fields you can have on your report:
Single Question
Single Question
You can choose from the pre-defined list of options, or create your own option set:
Once the single question is saved to the status field, it will appear on the section/room:
Rating
Rating
Choose between a 3 Star or 5 Star rating:
Once the star rating is saved to the status field, it will appear on the section/room:
Single Select
Single Select
With the single select type, you can write out your own options that you would like to appear in the status field:
Once the single select options are saved to the status field, it will appear on the section/room:
Once the status fields are configured and applied to your report, they will appear on your final report as below:
Displaying your status information on your final report
You can configure how you would like your section/room status to appear on your final report.
1. Navigate to your Settings tab at the top of your online dashboard >> click on Reports:
2. Scroll down the list of report settings to Room Status Overview:
3. Once you enable this overview option, you can configure how you would like the status overview for your reports to appear.
Top of Report: the status' overview will display at the top of your report (before the sections).
Example of the contents page of a web report:
Appendix: the status' overview will display at the end of the report (after all the sections). Example:
💡 The room status overview will group statuses and display them based on the number of rooms in each group. Example below:
