Create New Inspections from a Template

This guide provides a straightforward process for creating a new inspection using a template in the Plexa Dashboard, making it easy to streamline your inspection workflow. By following the steps outlined, users can efficiently set up inspections, manage attendees, and ensure all necessary details and attachments are included.

Step By Step Guide

1. Click "Site Management" on the Plexa Dashboard

2. Select "Meetings & Inspections" from the Site Menu

3. Click "Create from Template" from the Dropdown

4. Double-click the template you wish to select.

5. Confirm all the details in Section 1 including Category, Type, title etc

6. Add "Attendee's" by selecting the Checkbox In Section 2

7. Add "Attachments" in Section 3 via the "Drag & Drop or Browse" option

8. "Add Form Submission" by slicking the "+" Icon (Optional)

9. Click "Inspection Checklist " Add details

10. Click "Assign Attendee"

11. Click "FINISH"

12. Now open the Inspection to view and complete it.

13. Click "Sign" to sign off on Inspection. You can sign against your attendance and view other attendees signatures.

Video Tutorial

For a visual guide, watch the video tutorial below

Notes/Recommendations

• It is the responsibility of supervisors to ensure all attendees have signed the Meeting/Inspection

• Attendees will receive a text message with a link to their mobile device to sign the Meeting/Inspection

• Samsung devices may block Plexa messages. To receive these message you must change your Samsung devices settings

1. Search and select ‘Caller ID & Spam Protection’

2. Select ‘Block Numbers’

3. Select ‘Block Spam & Scam Calls’

4. Select ‘Only Block High-Risk Scam Calls’

If Attendees are still not receiving text messages reach out to your Customer Success Manager or Support Manager for further investigation and assistance

Completing Meetings/Inspections:

1. Select the coloured icon displaying the current status of the Meeting/Inspection

2. Select Completed

Duplicating Meetings/Inspections:

• Select the Meetings/Inspections you wish to duplicate

• Select ‘Duplicate’ on the top of the existing listing

• Change & amend any of the information you previously filled

• Follow the same process and select ‘Finish’ at the bottom of the listing to complete