Inspections - Add/Edit/View - Add People

Updated 3 weeks ago by Customer Service

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Inspections - Add/Edit/View - People

Add People

People can be added to Inspections as Assignees, Points of Contacts or people that information is distributed to.

This contains help on how to:

• Add People (start the add function)
• Optionally navigate the list of Project Contacts to help with selection:
  • Search for a Project Contact (to add)
  • Filter the list of Project Contacts by User Type (to narrow the list and then select a contact)
  • Navigate the list (to see more rows and/or set the rows)
• Select Project Contacts to Add

Add People

1. Access the Inspections - Add/Edit/View form, see Inspections - Add/Edit/View.

If no contacts have been added in a section, it will indicate "No Contacts Selected", otherwise the Contacts are listed. There may be more than one Contact in each section.

1. Click on the Select Project Contacts button next to the type label to add People for

The Select Project Contacts form appears. It displays all the Project Contacts that have not yet been added.

To Search for a Project Contact

1. To narrow the list of Contacts by searching, in the Search bar at the top of the form, type the text to search for.
   As letters, numbers or characters are typed the Project Contacts List automatically updates to display only those Project Contacts that match what is typed.
   1. To erase search text and remove the search criteria, highlight the search text and hit delete or click in the search bar and hit backspace to remove letters OR Click the Clear Filters button to remove the search criteria and all filters set.

To Filter by Types of Users

1. To filter by types of users; either users within the company such as Project Manager, Superintendent or Estimator and/or external users such as Vendors, Subcontractors, Architects or Owner (Note* Types of users are setup by System Administrators so this list and the screen prints may vary for each Organization).
   1. Click in the drop down. Note* this will say No Filters in light grey text if not filters are applied. The filter options appear.
   2. Click on the filter option to apply. A checkmark appears next to the selection. The drop down list remains displayed. The Project Contacts list is automatically updated to reflect the selection.
   3. To add more than one filter option, click on additional filter options. Each will have a check mark appear next to it.
   4. Click on a Filter Option again to remove the check mark (if required) or to reset the filter back to none, ensure all check marks are removed OR click the Clear Filters button to remove all filters and search criteria entered.
   5. When the selections are complete, click anywhere outside of the drop down to exit the drop down list.

Navigate the list

The page navigation options appear at the bottom of the form on the right. If there are a larger number of Project Contacts (more than the number of Rows set to display per page), use the Page drop down, Prev, Next, and Page number buttons to toggle the information. See Page Navigation for more information.

To change the number of rows to display:

1. Click in the Show drop down at the bottom left of the form.
2. Select the Number of rows to display

The display is updated to reflect the new value. This setting is only saved for this session of the form. The next time the form is opened it will revert to the default of 10.

Select Project Contacts to Add

1. Click on the select box in the first column of the Project Contact to add. It will be filled in blue to indicate it has been selected.
2. Repeat as required to select additional Project Contacts.
3. To Unselect a Project Contact, click on the select box again (it will revert to black and white).
4. Click the Save button to add those Project Contacts to the Inspection

More Information

To remove People from the Inspection, see Inspections - Add/Edit/View - Remove People

Next Steps

Add, edit or view General Information, see Inspections - View/Add/Edit - General Information

Add, remove or view Attachments, see Inspections - Add/Edit/View - Attachments

Fill out the Inspection Items with the outcomes of the Inspection, Inspections - Add/Edit/View - Inspection Items

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