Configure Default Values in Inspection Forms - Inspections

Configure Default Values in Inspection Forms - Inspections

Users can configure a default option for AutoComplete, DropDown, and ListBox when creating Inspection forms. Doing so will help streamline data entry in Inspections and standardize Inspection form options, if needed. This is by allowing fields to default to given values so that users only have to change fields that turn out to be untrue when actually conducting the inspection. For instructions on how to configure this, see the steps below.

Navigate to the User Defined Module

Configuring default options for Inspection forms can be done in the User Defined module. To navigate to the User Defined module:
  1. Click "Settings" in the blue task bar to the left.
  2. Click "Setup."
  3. Click "Click "User Defined."

Define Default Values for Inspection Fields

Note that this process only applies to DropDowns, ListBoxes, and AutoComplete.
  1. Navigate to the User Defined module by following the steps outlined above.
  2. On the left hand side of the module, click the drop-down arrow next to Inspection.
  3. Select your desired Inspection Type.
  4. Existing UDFs for the selected Inspection Type will be listed. Click the drop-down arrow next to the desired field.

    1. If needed, create the UDF for which you would like to define default options by clicking "Add" on the right side of the screen. Then after creating the UDF, click the drop-down arrow next to it in the list.
  5. Click "Options" to pull up the Attribute Options menu.
  6. Under the column labeled "Default Value," check off the desired option.







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