Completing Inspections on the APX Web App

1. Select the SmartInspect tab.

2. Select Inspection Requests.

3. Within the Inspection Requests list, use the Search bar or the different filters to search for an inspection. Select Edit Inspection to open the Inspection Details window.

4. Within the Inspection Details window, select Open to open the Inspection for editing. The inspection will open.

Note: To edit inspections from the web application, a user must have the "Organization Form Editor" role. This role can be added to a user account by any Admin user.

5. Use the different fields (e.g. text fields, choice-list fields, quick-choice fields) to enter information into the inspection.

6. Within the Contact Information section (or wherever contacts are stored in your form) select + Add New Row to add a contact, including at least a Contact Name and Email.

Note: To complete inspections from the APX Web App, at least one contact must be entered in the contacts table.

7. Select Save to save any changes made to the inspection. A pop-up will appear confirming the Save was made successfully.

8. Within the Inspection section, fill out the inspection items (typically quick-choice fields). Select Choose Files below an inspection item to upload photos, or use the Notes field (if available) to add notes for the inspection item.

9. If the inspection form requires a signature, use the signature box to enter your signature, and then provide a name for the signature.

Important: Be sure to select Save below the signature field. If the signature image appears below the Save and Clear buttons, it has been saved successfully.

10. To email and complete the inspection, select Email Inspection within the Email Inspection section. A window will pop-up for contact selection.

11. Select at least one contact, then select Next.

12. If the inspection requires follow-up (or if the inspection is on a recurring frequency), select a date for the next inspection. You can also update the inspection type if required. Then select Next.

13. Review the inspection report output. Select Accept to complete inspection report generation and email the inspection report. You will receive a confirmation that the inspection report has been sent. To cancel the inspection report generation, select the X in the top right corner of the window.