Add a Dynamic Checkpoint

Overview

Dynamic Checkpoints display as a grey button with white text. You set up a group of "Child" checkpoints under the Dynamic Checkpoint "button" and your inspector selects the “Dynamic” item button as many times as needed during the inspection. Often used when one part of an inspection can be done multiple times such as a Bedroom Inspection. A Dynamic Checkpoint can also be used when one part of an inspection is not always completed. If not selected, Dynamic Checkpoints do not show on PDF Inspection Reports.

Instructions

Add Parent Checkpoint

1. Add - Click the "Add" button.

2. Type - Select the Checkpoint Type. (Below are the different Dynamic Types available.)

• Dynamic Checkpoint - gives the inspector some options. Dynamic Checkpoints display as a grey button with white text. You set up a group of "Child" checkpoints under the Dynamic Checkpoint "button" and your inspector selects the “Dynamic” item button as many times as needed during the inspection. Often used when one part of an inspection can be done multiple times such as a Bedroom Inspection. A Dynamic Checkpoint can also be used when one part of an inspection is not always completed. If not selected, Dynamic Checkpoints do not show on PDF Inspection Reports.
• Dynamic Matrix - has the same characteristics of a Dynamic Checkpoint; however the Dynamic Matrix element is used to add multiple rows of data in columnar format to create a matrix or table of data. Each time the Dynamic Matrix button is selected a new table row drops down for data entry. 
  
  • The column width for matrices adjusts for the number of columns. The new format make 3-6 columns 2x wider, 2 columns 6x wider, 1 column full width.
  • Does your matrix require an evaluation? The cell background color changes to red or green when any matrix item contains one of the terms. The feature is not case sensitive, but the field must contain the one of the exact words below and cannot have additional text.
    • Green background when text begins with pass / accept / good satisfactory / OK
    • Red background with text begins with fail/ reject / bad
    • 
• Dynamic Matrix (Custom Header) - this is the same as a Dynamic Matrix except the first row of data entered by the inspector is used as a header row.
  
• Vertical Matrix - has the same characteristics of a Dynamic Checkpoint; however, the Dynamic Matrix element is used to add multiple columns of data to create a matrix or table of data. Each time the Dynamic Matrix button is selected a new table column drops down for data entry.
• Dynamic Selection - allows the inspector to select from pre-set choices from a drop-down menu.

3. Text - Type the checkpoint description in the Text field.

4. Save - Click Save.

Add Child Checkpoint(s)

5. Plus Sign - Click the blue "plus" symbol in the Attach column to create a "child checkpoint." This will add a shaded line under the checkpoint.

6. Type - Select the child checkpoint Type.

7. Text - Type the child checkpoint description in the Text field.

8. Click Save.

9. The caret in the left-hand margin will open or collapse the child checkpoints.

NEW!

Improved Dynamic Button Format

The dynamic button format is updated. It looks better, especially when there are a series of dynamic buttons.