Our Auto-Close Settings have moved! You can now find them under Report Settings, allowing you to choose if you want inspections for selected Report Types to auto-close after a specified time period.
With our Auto-Close Inspections feature, you can:
Set your inspections to automatically close after a specific period of time, i.e., close after 3 days, close after 7 days, etc.
Set your inspections to automatically close as soon as all required signatures have been added to the report.
This will help with managing inspections much more effectively and will allow you to timeously close up jobs by reducing your admin for this task.
Start off by navigating to your Settings tab on your online dashboard > click on Reports:
Scroll down and click on Advanced Settings > navigate to the Auto Close option:
If you'd like inspections to automatically close after a specific period of time (with or without the signatures), you can click on the drop down arrow and select the desired time frame:
2. You now have the option to set all inspections to auto-close once all required signatures have been added to a report.
This feature will allow your reports to be marked as ‘Closed’ once the signatures have been added; no need to close the reports manually (unless you want to!) > Toggle to ‘On’ to enable this option: