Simplify your inspection process with the 'Auto Assign Clerk' feature, ensuring inspections are effortlessly assigned even when no clerk is manually selected. Experience streamlined workflow, reduced errors, and optimal resource utilisation for a more efficient and organised dashboard.
✏️ How to set up your account to auto-assign a specific clerk to an inspection
Click on the Settings tab at the top of your online dashboard > click on Reports > scroll down to 'Advanced Settings'
The last option under this is the "Auto Assign Clerk":
If you want to enable this feature, click on the drop down arrow and select the Clerk you want inspections to automatically assign to if no clerk is set when the inspection is created:
Once you have selected a Clerk, any inspections you create without assigning to a specific Clerk (at the time of creation) will automatically assign to that Clerk.
Here is an example of an inspection auto-assigning to the clerk "Steve Clerk":
