How to Add and Manage Contacts in Inspection Projects
Adding and managing contacts is a simple process in the inspection app. This guide explains how to add new contacts, set a primary contact, and send inspection reports.
Understanding the Default Contact
The default contact is automatically pulled from the original application submitted to Civic Review. This contact is labeled as "unknown" but can be easily edited or changed.
How to Add a New Contact
Navigate to the Project: In the app, go to the main "Projects" page where all your projects are listed.
Select a Project: Choose the specific project you want to add a contact to.
Open "All Contacts": On the right side of the project page, click the "All Contacts" icon, which looks like two figures.
Click the Plus Icon: On the "Contacts" page, select the + icon in the top-right corner.
Enter Contact Details: Fill out the form with the new contact's information.
Set as Primary (Optional): Check the "Primary Contact" box if you want this person to be the default recipient for all future reports on this project. If not, leave the box unchecked.
Save: Click "Save" to add the contact.
Check out the video below to walk through the whole process:
How to Send an Inspection Report
Select the Inspection: Click on the specific inspection you want to send a report from.
Update the Status: On the upper-left side of the screen, click the status bar (which defaults to "Incomplete").
Change Status: Select "Pass" or "Fail." This will trigger a pop-up window.
View/Send Report: In the pop-up, click "View/Send Report."
Edit Recipients: In the report preview, click the blue "Edit" button next to "Recipients."
Add Recipient: Click "Add Recipient."
Choose a Contact: Select an existing contact or add a new one.
Confirm: Click the "Add Contact" button to add them to the recipient list.
Exit Recipient Screen: Close the recipient screen.
Send Report: Click the "Send Report" button to send the report to all selected contacts.
Check out the video below to walk through the whole process: