Summary labels

Summary labels enable the ability to highlight key items from your inspection to the top of the report. The text in the labels are fully customizable.

Info

Here is a 3 minute summary video of the feature.

Using summary labels

Summary labels are used during the writing of an inspection report and the resulting highlighted sections are visible in PDF reports and web reports.

Writing inspection reports

Summary labels can be found in the Append to Summaries section while writing the inspection report.

PDF reports

Summary labels can be found above the General Information section in the Table of Contents in the PDF report. A brief description of the highlighted items will appear here. Full details of the highlighted items can be found in their respective systems in the PDF report.

Web reports

Summary labels can be found in the Summary section in the Web report. A brief description of the highlighted items will appear here. Full details of the highlighted items can be found in their respective systems in the web report.

Summary label setup

Follow the steps below to customize your summary labels:

1. Navigate to Settings.
2. Select Report Data Entry.
3. Expand the Summary Labels menu.
4. There are a total of six summary labels to customize and enable/disable, as desired.
5. Select Save Summary Labels after completing your changes.
6. Inspection reports created from this point onward will now use the updated summary labels.