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
- Navigate to the Inspections section of the Portal
- Find the inspection you want to finish scheduling and click/tap the edit button for it
- 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
- Done!
Scheduling a drafted inspection within the App
- Your upcoming inspections, including your Drafts, can be seen from the main Palmtech Complete app screen
- From within the inspection order screen, tap the pencil Edit icon next to the inspection's date and time
- 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
- All set! Your inspection has now been scheduled completely