Using the Inspections Table

Open the inspections table

1

Open the table

In the left sidebar, open the Inspections menu and click Inspections. The agency-wide inspections table opens.

2

Choose the Open or Completed tab

At the top, switch between the Open tab (inspections still to be scheduled or carried out) and the Completed tab (inspections awaiting sign-off or already complete).

Note: An inspection sits on the Open tab until it's carried out, then moves to Completed once it's awaiting sign-off or finished. If one isn't where you expect, check the other tab.

Find and filter inspections

1

Search across the table

Type an address, suburb, owner or template into the Search table box to narrow the list as you type. (To find inspections by tenant, use the Tenants column filter instead — the search box doesn't match tenant names.)

2

Filter or sort a single column

Click the settings icon on a column header to open its filter and sort options, set what you want and click Apply (or Clear to remove it). The same menu also lets you Freeze column or Hide column.

3

Filter by date

On a date column such as Due Date or Scheduled Date, pick Is, Is not, Before, After or Between (which shows From and To date pickers), then Apply.

4

Clear everything

Click Reset (top right) to clear all column filters and the search box at once.

Switch to a built-in template

1

Open Templates

On the Open tab, click Templates (top right).

2

Pick a ready-made view

Under System, choose a built-in template to apply its filters and grouping in one click — To be scheduled, To be done, Overdue, Today, Tomorrow or This week.

3

Save your own view

Set up the filters, columns and grouping you use often, then in Templates click Save. A Save as Template dialog opens — enter a Template Name (required), optionally tick Shared with team, then click Save Template. Saved views appear under Private (or Shared if you shared it with your agency).

Note: Built-in templates just apply a ready-made mix of filters, columns and grouping — the same as setting them by hand. They don't change the inspections themselves, and Reset returns you to the full list.

Choose which columns you see

1

Open Columns

Click Columns (top right) to open Configure Columns.

2

Show or hide columns

Tick or untick each column to show or hide it, and use Search columns... to find one quickly. Options include Template, Type, Sent to Tenant, Owner, Key Number and the property's Sorting Code #1 and Sorting Code #2.

3

Reorder the columns

Drag a column by its handle to change the order it appears across the table.

Note: The Sorting Code #1 and Sorting Code #2 columns read from the property's Primary sorting code and Secondary sorting code set on its setup page — a blank cell means none is set on that property.

Group, sort and export the list

1

Group the rows

On the Open tab, click Group By (top right) and choose a column to group by — for example Suburb, Scheduled Date, Status or Owner — to see inspections gathered under headings. To remove grouping, open Group By again and click Clear. (Group By isn't available on the Completed tab, which loads from the server.)

2

Sort a column

Click a column's settings icon and, under Sort, choose Asc or Desc (Clear Sort removes it).

3

Export the list

Click Export (top right) and choose CSV, XLSX, PDF Portrait or PDF Landscape. The export includes the rows currently showing and the columns you have visible.

Act on the inspections

1

Open a single inspection

Click any row to open that inspection's detail page.

2

Select the ones you want

Tick the checkbox on each inspection you want to act on. The header checkbox selects everything currently in view — on the Open tab that's all filtered rows; on the Completed tab it's the current page, and when there's more than one page a banner appears to select all matching inspections across every page.

3

Run a bulk action

Click Actions (top right), choose the action you want — Send time to tenants, Set inspection times or Check out keys — then complete the pop-up that opens.

Note: Send time to tenants and Set inspection times are only offered on the Open tab (for inspections still to be scheduled or carried out). On the Completed tab, only Check out keys is available.

Good to know

The table remembers your filters, columns, sorting and grouping for the rest of your browser session, so the view you left is the one you come back to. It always opens on the Open tab.
The Completed tab loads from the server as you page through it, so it stays fast even with a long inspection history.

An inspection I expected isn't in the list — where is it?

First check the other tab: inspections still to schedule or carry out sit under Open, and ones awaiting sign-off or finished move to Completed. If it's still missing, click Reset to clear any filters or search that might be hiding it.

What's the difference between Due Date and Scheduled Date?

Due Date is the estimated date the inspection is due. Scheduled Date is the confirmed date and time it's actually booked in for, once you've set a time.

Where do the sorting codes come from?

The Sorting Code #1 and Sorting Code #2 columns come from the Primary sorting code and Secondary sorting code on each property's setup page. A blank cell just means that property has none set.

How do I keep a filter I use all the time?

Set up the filters, columns and grouping you want, then open Templates and click Save to store it as your own view. It's remembered under Private so you can reapply it in one click.

Can I export the inspections to a spreadsheet?

Yes — click Export and choose CSV, XLSX, PDF Portrait or PDF Landscape. It exports the rows currently showing (after any filters) and the columns you have visible, so filter and choose your columns first.

Using the Inspections Table

Frequently asked questions