Line-level ratings are intended to quickly indicate the condition of an item at the line level, helping inspectors mark whether no issues are present or if a concern has been identified. However, it is important to understand that line items themselves do not contain written content. Because of this, a rating alone will not appear in the report summary. If you need a noted issue to be included in the summary section, you must also add a written comment to that line. In short, ratings help classify the condition, but comments are required for any findings to display in the summary.
Key Benefits
Reduces time spent on repetitive or non-critical entries
Supports faster workflows during inspections
Keeps reports concise and focused for clients
Honors inspector discretion, comments are optional, not enforced
How It Works
1. Access Line-Level Ratings
Open the Lines List screen within your report.
For each line item, you’ll see a Rating option placed between the Description and the Comments field.
2. Select a Rating
Click the rating field for the line.
A modal will open displaying all ratings available for that template.
Select one or more ratings as needed.
Close the modal to save your selection.
3. View Selected Ratings
The first selected rating will appear directly in the line-level rating field.
If multiple ratings are selected, the additional ratings will appear in the Summary column, just below the line fields.
4. Edit or Clear Ratings
Reopen the rating modal anytime to update selections.
Use the Clear Rating option to remove all selected ratings from that line.
5. Ratings in Line Details
When viewing a line’s Details page, you’ll see a Rating section placed just after the Description.
This uses the same rating modal for selection.
6. Line Level Ratings in the Report
Line-level ratings appear in the same row and to the left of the line name.
If you have any doubts or questions about this process please let us know!
You can reach us by chat, email at support@palmtech.com, or phone at (888) 736-2462.