Click on the topic you want to learn more about, alternatively scroll down the page.
Job Reference / Review Screen #
The ‘Job Reference’ Screen (abbreviated on screen as ‘Job Ref’) displays the survey sections, items, questions and question responses for a specific job. The specific job is identified by an Alpha numeric code. The Job Ref Header contains the following information.
- Job Ref
- Status
- Progress bar
- Surveyor (Name) – Blanked out in screenshots for privacy
Optional actions
- Click on envelope icon to email surveyor (if you have queries about the job)
- Click on phone icon to show the surveyor’s phone number (if you have queries about the job)
- To return to the ‘ Jobs’ screen, click ‘back to jobs’.
Question responses #
- Section
- Item
- Question
- Question type
- Current (Answer)
- Answer (New)
The ball next to a question, tells you about the nature of that question i.e. Orange = optional question, green = recommended, red = required question
Download All Images #
From the Job Reference/Review Screen (Dashboard)
- Click on ‘Download All Images’
- As a result you are asked to confirm your selection, click yes
- As a result a zip file is downloaded onto your device
- Click on the zip file to see the individual jpeg photos for that job
Export as CSV #
From the Job Reference/Review Screen (Dashboard)
- Click on ‘Export as CSV’
- As a result you are asked to confirm your selection, click yes
- As a result a CSV file is downloaded onto your device
- Click on the CSV file to open in MS Excel.
- The MS Excel File will contain the following columns:
- section_Name
- item_name
- question
- answer
- answer_note_text
- answer_note_images (multiple photos are delineated by commas)
Note: Photos can be seen by putting the photo link in a browser
Go To Reports Page #
- Click on ‘Reports’
Job Progress #
The Job Progress Bar conveys how much of a survey was completed. As more of a survey is completed the bar moves from left to right, with the colour of the bar changing from red, to amber, to green.
