The instructions in this article are for the current report only. To be used for one-off report changes so you can customize the report to the inspection as much as possible but your default template will remain intact.
For the articles on making these changes stick to the template, click the links below:
Desktop Report Writer: Template Maintenance Components
Editing a Component
- Open the software and select your template.
- Click on the Components bar shown below in orange:
Note For RV inspectors: You will see different words depending on the template (ex: Motor Home Class A, B, C): -
Right-click on the component you want to rename, then click Modify Section Name. Or click the component and then click Modify Section Name at the bottom of the window.
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Delete the existing name and change it by either typing in a new name or selecting an option from the pre-loaded list below:
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After your change, simply click OK. That will modify the current report only:
Duplicating Components
By duplicating a Component in your report, you can create an exact copy of the Component and the inspection items including styles & materials, within the Component. Some inspectors like to add duplicate sections to create an even more personalized inspection report. For example, you can duplicate rooms or interiors into sub-sections like kitchen, living room, den, office etc. Also bathrooms or bedrooms so your report is custom-built to the home you are inspecting. You may also want to use the duplicate option if the home has multiple heating systems or perhaps for an attached and detached garage. If inspecting a multi-unit home, you will duplicate the "units" section.
- Open the software and select your template.
- Click on the Components bar.
Note For RV inspectors: You will see different words depending on the template (ex: Motor Home Class A, B, C): - Right-click on the component you want to duplicate and then click Duplicate Current Section. Or click the component and then click Duplicate Current Section at the bottom of the window.
- In this box you can start by clicking the drop-down arrow for Existing Section. Choose a name from the pre-populated list or you can click into the box and type your own name:
In this example, the component "Interiors" is being duplicated into a few different names. The first in this example is "Kitchen." - Repeat step #3 for the New Section below and select a different name. For this example, Living Room:
- If you need to add more sections, click the Add button and a new blank link with a drop-down menu will appear:
- Click the drop-down for the blank section and choose a name or type in your own:
- Use the Add button to add more or the Remove button if needed.
- If you want to have the original component name shown in front of the new name for each section, you can click the box "Prepend Section Name Also" and it will look something like this:
- Click OK at the bottom when done.
- Once you have added some duplications, you can change the order by clicking on the duplicate you want to move up or down on the list and click on Move Up or Move Down accordingly.
- You can delete or modify duplications by using the Duplicate Sections Actions toolbar and by clicking Delete or Modify. You can access the same options from the right-click menu.