Page Comparison

1. View PI appointments to upload draft/final reports

Select Property Inspections filter (top left):

• The panel (bottom right) will automatically show PI appointments within the date range shown that do not have a final report uploaded against them

• To change the time frame shown, use the Appt. Date date filters at the top of the screen

• If you need to re-upload a final report, tick Show entries with final reports

2. Upload documents to the importer & change filename/type

Locate the folder where the PDF documents are stored:

• Beside Source Folder (top left), click Select (shown in step 1)

• Browse to where the documents are stored, select folder and click OK

• All PDF documents in the selected folder are displayed on left
  Files can be re-uploaded - click Source Folder option again and select required/same folder to refresh the document list

• Select a document on the left to display a preview of it on the right

Before uploading, ensure file name and document type are correct:

• Use New Filename to enter the correct filename

• Click Document Type to select Draft PI Report or Final PI Report, as appropriate

3. Link inspection report document to inspection appointment

In panel bottom right:

• Select inspection appointment

• Click link icon to the left of the relevant report document

  

• The link icon is replaced with an arrow/undo icon, allowing you to unlink the document

  

4. Upload report documents to PI appointments in bulk

If you have more PI appointments to link documents to:

• Select the required PI appointment and continue the process, as outlined in step 3

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When all required PI appointments are linked to report documents:

• An option to delete the original is available, this will delete any successfully uploaded files from the source location (ignore this step if you want to keep the original files in the source location)

  • Tick Delete Original

    

• Click Upload (top right)

• A confirmation message will be displayed - click Yes

  

• A confirmation message will be displayed to indicate the upload is complete

  

• In the panel on the left, files which have been successfully uploaded will display with a green tick
  If a file could not be uploaded, an error icon will be displayed
  Files that weren’t linked to a PI appointment will show with the link icon beside them