Summaries automatically collect and summarize info about deficient inspection items.
- Add a Summary
- Edit a Summary
- Change the Color of the Summary and/or Summary Comments
- Add or Edit an Icon for the Summary and /or Summary Comments
- Resize an Image to Use as an Icon
- Delete a Summary
Add a Summary
- Select the template
- On the left side of the screen, click the Summary section bar
- In the center window, click the Edit Summaries tab at the top
- In the row of icons near the top of the screen, click Add T
- Give your summary a name, abbreviation, and color. Icons are optional and are covered below
- Click OK, then click File > Save Template or Save T to save your changes
Edit a Summary
- Select the template
- On the left side of the screen, click the Summary section bar
- In the center window, click the Edit Summaries tab at the top
- Beneath the Edit Summaries button, click the tab for the summary you would like to edit
- In the row of icons near the top of the screen, click Edit T
- Make changes to Summary Name, Summary Abbreviation, Color for Comments, or Icon Used
- Click OK, then click File > Save Template or Save T to save your changes
Change the Color of Summary Comments
- Follow steps 1 - 5 above to Edit a Summary
- In the middle of the Edit Summary Window, click the Pick Color button to choose the color. You can choose More Colors for more control over the color choices.
- To make the text of comments going to a specific summary a specific color, check the box labeled Use Color For Comments That Are In This Summary
Match the Summary
Making comments that go to a summary match the color of that summary is a great way to color-code your report. For example, if your plumbing summary is blue, you could make any comments about plumbing deficiencies also blue by checking this box. - Click OK, then click File > Save Template or Save T to save your changes
Add or Edit an Icon for Summary Comments
- Follow steps 1 - 5 to Edit a Summary
- In the middle of the Edit Summary Window, click the grey box
- The file explorer will open. Choose an icon and click Open. (You can make your own icons - read below.)
- To make the icon appear beside comments that are going to the summary, check the box labeled Use Icon For Comments That Are In This Summary
- Click OK, then click File > Save Template or Save T to save your changes
Resize an Image to Use as an Icon
- Find the image you like and save it in the following location: Documents/HomeGauge/html5
- Open your image in an editing program. For simplicity, we suggest Microsoft Paint
- Click Resize
- Click Pixels and change the value for Horizontal to 24
- Save the file as a .gif file and exit Paint. Now, the image will be available for use as a summary icon.
Delete a Summary
- Select the template you would like to add the summary and on the left side of the screen, click the Summary section bar
- In the center window, click the Edit Summaries tab at the top
- Beneath the Edit Summaries button, click the tab for the summary you would like to delete
- In the row of icons near the top of the screen, click Delete T
- After making your changes, click File > Save Template or Save T to save your changes