Add, edit, duplicate and delete inspection areas
In HelloReport Mobile App
Add an inspection area
Go to a report you are editing.
Click Add Inspection areas under the list of inspection areas already in your report.
Choose the inspection area from the list provided.
If you can't find the area you require from the list, click Add custom in the top right corner.
If you click Add custom, add a unique name to your area.
Provide the Condition and Cleanliness ratings to the area. Note that these can be changed later.
Slide Items on and off depending on if you require them. You will then be given the option to Add items.
If you would like to use this inspection area in the future, slide Add this to your dictionary on.
Finalise by clicking Add inspection area.
Edit the name of an inspection area
Go to the inspection area you wish to edit.
Simply double tap the name of the inspection area to bring up the keyboard.
Erase the name and replace it with the custom name of your choice.
Any changes will save automatically.
Duplicate an inspection area
Click Edit at the right top corner of the inspection areas list.
Click the copy symbol (two squares on top of each other) after the area you wish to duplicate.
The duplicated area will appear at the end of the inspection areas list.
To finish, click Done.
Delete an inspection area
Click Edit at the right top corner of the inspection areas list.
Choose all the inspection areas you wish to delete, by clicking the red - mark.
To confirm your delete, click Delete.
When you have deleted all of the areas you want, click Done.
In HelloReport Web App
Add an inspection area
Go to a report you are editing.
Click Add Inspection Area towards the top of the report.
Choose the new inspection area from the list provided or Add Custom Inspection Area.
Name your new inspection area as you wish.
Add items and give a condition and cleanliness rating to your new area, however these can be changed later.
Click Add to finalise the new area.
To see how to add custom items to areas, read instructions in this help article: Add, edit and delete items.
Edit the name of an inspection area
Click on General overview.
Edit the name of the inspection area and confirm by clicking Update.
Duplicate an inspection area
Click the three vertical dots.
Select Duplicate. The area will then be duplicated at the end of the report.
To find out more about re-ordering the inspection areas, read instructions in this help article: Re-order areas and items on the web app.
Delete an inspection area
Click the three vertical dots.
Select Delete and Confirm.
Updated on: 17/11/2023