Add, Edit, or Delete Inspection Item Columns and Headers

Inspection Item Columns are essential for professional presentation, excluding and including inspection items, and controlling the content in your summaries.

Tip! Because changing your columns or headers will affect the meaning of your report, we always suggest making these changes in a blank/new report. Open a new report before proceeding!

Topics in this Article

  1. Add an Inspection Item Column or Header
  2. Edit a Column or Header - Basics
  3. Create an Exclude Column
  4. Control Summary Content with Column Selections
  5. Allow Only One Column to be Checked at a Time
  6. Delete an Inspection Item Column or Header
  7. Updating your Comment Key or Definitions

Add an Inspection Item Column or Header

  1. Open the template you would like to change
  2. From the top-level menu, click Template >  Edit Column Headers
  3. Click Add Column. If a warning box appears, choose Yes to continue
  4. Give the new column a name and abbreviation, then click OK
  5. Click File > Save Template or Save T to save your changes

Edit an Inspection Item Column or Header 

Beginning and Finishing the Editing Process

  1. Open the template you would like to change
  2. From the top-level menu, click Template >  Edit Column Headers
  3. Click the white box beneath the column header to select the column you would like to edit
  4. Make your edits and click OK
  5. Click File > Save Template or Save T to save your changes

Create an Exclude Column

  1. Follow steps 1-3 above
  2. In the middle of the window, click the radio button next to Use this column to exclude certain items from the report. The column will not print on the report
  3. Click OK
  4. Click File > Save Template or Save T to save your changes

Control Content in Summary Based on Column Selections

  1. Follow steps 1-3 from Beginning and Finishing the Editing Process above
  2. Choose how the column sends inspection items to summaries
    1. If you would like the comment to go to the summary when the column is checked, check the box labeled When This Column is Selected, "Quick Set" Summary Selections
    2. If you would like the comment to be removed from the summary when the column is unchecked, check the box labeled When This Column is Selected, "Unset" Summary Selections
  3. Choose which summary(s) the inspection item is sent to
    1. Click Select Summaries
    2. Click to select the summaries you would like the comment to be sent to. (Click them again to de-select)
    3. Click OK
  4. Click OK
  5. Click File > Save Template or Save T to save your changes
Tip! By relating columns to summaries, you can set up columns for specific summaries. For example, you could have a column called HVAC that sends inspection items to a special HVAC summary.

Allow Only One Column to be Checked at a Time

  1. Follow steps 1-3 from Beginning and Finishing the Editing Process above
  2. Check the box near the bottom of the window labeled Only Allow One Column To Be Checked At A Time. Now, checking any one column will un-check any other columns

Delete an Inspection Item Column or Header

  1. Open the template you would like to change
  2. From the top-level menu, click Template >  Edit Column Headers
  3. Click the white box beneath the column header to select the column you would like to delete
  4. Click Delete Column. If a warning box appears, choose Yes to continue
  5. When asked to confirm, click Yes
  6. Click File > Save Template or Save T to save your changes

Updating your Comment Key or Definitions

It's important to remember that your Comment Key Definitions is an auto-comment. To get this change to save in your template, you need to edit the auto-comment that automatically inserts into your reports. Changing the text in the text box will change it for that specific report, but not for future reports.

  1. Create a new report and select your template.
  2. Click General Info on the left side of your screen.
  3. In the Comment Key box, click the eraser icon (a small button with a red and white pencil eraser icon) to clear out the existing text.
  4. Click the first magic wand button to open the Local List and choose an auto-comment.
  5. Highlight the comment that was currently being used in your report (labeled Comment Key) and click on the Edit Comment button (a small wrench icon near the top right of the box).
  6. A box will open where you can edit the auto-comment. Edit it as you'd like it to appear in your template.
  7. Notice in this window there is a checkbox up at the top to "Automatically Include this Comment on Report Start." If this is checked, the comment will appear on each new report.
  8. When you are finished editing, click OK. Then you can select your newly edited comment to insert into your report.
  9. Remember to click the Save T button near the top of your software to save this comment to your template.
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  • 12-Oct-2017
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