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How to switch an inspection from Draft to Scheduled
How to switch an inspection from Draft to Scheduled
Matt Wheeler avatar
Written by Matt Wheeler
Updated over 2 months ago

Getting started

This article will demonstrate how to finish scheduling an inspection which has been saved as a draft.

Scheduling a drafted inspection within the Portal

  1. Navigate to the Inspections section of the Portal

  2. Find the inspection you want to finish scheduling and click/tap the edit button for it

    SCR-20240510-jyia.png
  3. The Schedule an Inspection window will show up. From here you can finish filling in any missing details about the inspection. Once ready you can click/tap the Schedule button to complete the scheduling process

    SCR-20240510-kdsr.png
  4. Done!

Scheduling a drafted inspection within the App

  1. Your upcoming inspections, including your Drafts, can be seen from the main Palmtech Complete app screen

    Screenshot_20240510-113549.png
  2. From within the inspection order screen, tap the pencil Edit icon next to the inspection's date and time

    Screenshot_20240510-113734.png
  3. Inside of the Edit Inspection screen you can finish filling in any missing details about the inspection. Once ready you can click/tap the Schedule button to complete the scheduling process

    Screenshot_20240510-113801.png
  4. All set! Your inspection has now been scheduled completely

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