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How to switch an inspection from Draft to Scheduled

Matt Wheeler avatar
Written by Matt Wheeler
Updated over 10 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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