Inspections
The Inspections feature in Forerunner provides users with a convenient and efficient way to collect and document information about a property while on-site and out in the field. Inspections, like Preliminary Damage Assessments, are a great way to collect data and photos of a property to enhance the accuracy and organization of the recorded data back at the office.
Creating an inspection
Users can create an inspection on a property in Forerunner by:
- Navigating to the
Records
tab and then theInspections
sub-tab for the given property's Property Information Panel - Clicking the
+Add new
button - Selecting the inspection type they would like to fill out (for instance, Preliminary Damage Assessment or a Property inspection)
- Adding relevant data, notes, and images collected at the inspection site and clicking
Save
upon completion
Viewing, editing, and deleting an inspection
Users can view, edit and delete all past inspections within the same Inspections
sub-tab for a given property.
To view and edit past inspections, click ...
and then View
on a given inspection. Be sure to Save
any changes made to the inspection.
To delete past inspections, click ...
and then Delete
on a given inspection. Be sure to confirm your deletion. Note that deleting an inspection will delete it for other users on your Forerunner account as well.
Public visibility of inspections
Inspections created on your team's internal dashboard will not be exposed on your community's public-facing website. That said, if your team would like to expose images associated with inspections, simply toggle the documents visibility to Displayed
publicly.
Adding additional inspection types
If your team has an inspection workflow you would like to add to Forerunner, be sure to reach out to your Customer Success Manager or support@withforerunner.com!