How to create an Incoming Inspection

1. After you have received the incoming shipment that requires your inspection. You’ll scan the QR code on the label that is affixed to the outside of the shipment by clicking the search QR code button (see below). If the label has been damaged during transit, you may scan the QR code on the label that was placed inside of the shipment to create the incoming inspection report. If the QR code label was not used, you may go to “Filter” (see below) and input the case number recorded on the piece of paper placed inside of the shipment. (see below)

Creating an Incoming Inspection
Click on the Scan QR Code button to scan QR code on the label for the incoming shipment.

Creating an Incoming Inspection
Scan QR code on the label to populate the incoming shipment inspection.

Creating an Incoming Inspection
If the label has been damaged or there was no label provided, you may click on “Filter” to manually enter the Case Number that is provided on the slip of paper inside of the shipment.

Creating an Incoming Inspection
Manually enter the Case Number and then click on the back button to see that inspection.

 

2. After scanning the QR Code (or manually inputting the Case #), you will be brought to the shipment that requires your inspection (See below).

Creating an Incoming Inspection
After scanning the QR Code (or manually inputting the Case #), you will be brought to the shipment that requires your inspection.

 

3. Once you’re brought to the shipment inspection summary, you may click on edit (See below), incoming (See below), and then on Self-Information (See below) to start filling out the requested information.

Creating an Incoming Inspection
Start by clicking “Edit”, which will allow you to fill out the Incoming Inspection portion.

Creating an Incoming Inspection
After clicking “Edit”, you will be able to click on “Incoming” to expand the section.

Creating an Incoming Inspection
After expanding the “Incoming” section, you can click on “Self Information” to start filling out the report.

 

4. You will start filling out the Incoming Self Information (Name, Email, Phone #, Company, Address, and Country) section. This information should auto-populate from the account information you filled out during the app registration process. If you need to change any of that information you may click on any of the fields and edit. Once you have confirmed all your information is correct, you will click on “Completed” (see below) and then on “Next”, which will ask if you want to discard your changes or save and continue. Click “Save and Continue” (see below) to move to the next section.

Creating an Incoming Inspection
Incoming Self Information auto-populates from the registration information you entered during registration, You may edit these fields if needed.

Creating an Incoming Inspection
Once you have confirmed all your Self Information is correct, you may click “Completed” before going to the next section.

Creating an Incoming Inspection
After clicking on “Completed” and then “Next”, you will be asked if you want to save and continue. Click “Save and Continue” to go to the next section.

 

5. After you have completed the Self-Information section, you will be asked to fill out the Incoming Receiver Information (Company, Address, Country, Ect.) (Note: You may click the GPS button to populate the GPS location (see below)). Once you have completed all the questions, you will click on “Completed” (see below) (Note: If you don’t have all the information you need, do NOT click on completed. Leave as unchecked as this will be a reminder that you have information to come back and enter at a later time (see below)) and then on “Next”, which will ask if you want to discard your changes or save and continue. Click “Save and Continue” (see below) to move to the next section.

Creating an Incoming Inspection
Click on the GPS button to auto-populate GPS coordinates.

Creating an Incoming Inspection
Once you’ve completed all sections click on completed.

Creating an Incoming Inspection
If you were unable to answer all the questions, leave as not completed.

Creating an Incoming Inspection
Click save and continue to go to the next section.

 

6. After completing the Incoming Receiver Information section, you will now need to enter information for any Incoming Personnel Met at the inspection facility. To add an individual (Name, Company, Title, and Email) click on the + button (see below). If you already have all your contacts information saved in your phone contacts, you may click the contacts button (see below), to auto-populate that information. After entering the individual’s information, click the back button (see below), which will ask if you want to discard your changes or save and continue. Click “Save and Continue” (see below). You may add as many individuals as you need by clicking the + button. Once you have entered all the personnel met, you will click on “Completed” (see below) (Note: If you don’t have all the information you need, do NOT click on completed. Leave as unchecked as this will be a reminder that you have information to come back and enter at a later time (see below)) and then on “Next”, which will ask if you want to discard your changes or save and continue. Click “Save and Continue” (see below) to move to the next section.

Creating an Incoming Inspection
To add an individual, click on the + button.

 

 

 

Creating an Incoming Inspection
If you already have all your contacts information saved in your phone contacts, you may click the contacts button to auto-populate that information.

 

Creating an Incoming Inspection
After entering the individual’s information, click the back button, which will ask if you want to discard your changes or save and continue.

 

Click “Save and Continue”.

 

 

 

Creating an Incoming Inspection
Once you have entered all the Outgoing Personnel Met, you will click on “Completed”.

 

 

Creating an Incoming Inspection
If you don’t have all the information you need, do NOT click on completed. Leave as unchecked as this will be a reminder that you have information to come back and enter at a later time.
Creating an Incoming Inspection
Click “Save and Continue” to move to the next section.

 

 

 

7. After completing the Incoming Personnel Met section, you will now need to enter the Incoming Pack Arrival Information. To add any photos, you may click the + button (see below) to take a picture on your phone. After taking the photo, you will be able to add a comment to that specific photo (see below). Once you have completed all the questions, you will click on “Completed” (see below) (Note: If you don’t have all the information you need, do NOT click on completed. Leave as unchecked as this will be a reminder that you have information to come back and enter at a later time (see below)) and then on “Next”, which will ask if you want to discard your changes or save and continue. Click “Save and Continue” (see below) to move to the next section.

Creating an Incoming Inspection
To add any photos to the Outgoing Shipping Pack Information, click on the + button.

Creating an Incoming Inspection
After clicking the + button, you will have the option to choose a photo from your library, or taking a new photo.

Creating an Incoming Inspection
After uploading or taking a new photo, you SHOULD leave a comment so people reading the report know what they are looking at.

Creating an Incoming Inspection
After completing all the questions in the Incoming Pack Arrival Information, click on “Completed” before going to the next section.

Creating an Incoming Inspection
If you have any questions unanswered, leave as incomplete so you know you have to go back to that section to complete any unanswered questions.

Creating an Incoming Inspection
After you have completed the Incoming Pack Arrival Information, click on “Next” and then you will be asked if you want to save and continue. Click on “Save and Continue” to go to the next section.

 

8. After you have fully completed each section of the incoming inspection you may select Submit (see below) to save and advance to emailing the report.

Creating an Incoming Inspection
Select “Submit” to save and advance to emailing the report.

 

9. After the incoming inspection has been fully completed, you may email the completed PDF inspection report by selecting “Email Report” (see below) from the Inspection Summary page. You will then be brought to the Email Recipients page, which will allow you to email the PDF report to all parties involved, or you may select and unselect certain individuals you would like the report emailed to (see below). If you would like to include an individual that was not included in the inspection report, you may click on the + button on the bottom to add additional email(s) (see below). You will then enter the additional email in the form (see below), and then click “Add” to add that email to the report (see below). After you have selected all the emails you would like the completed report to be sent to, you will select “Send Report” to send the PDF (see below).

Creating an Incoming Inspection
After the incoming inspection has been fully completed, you may email the completed PDF inspection report by selecting “Email Report”.

Creating an Incoming Inspection
You may select the individuals you would like the report emailed to.

Creating an Incoming Inspection
You may unselect individuals you do NOT want the report emailed to.

Creating an Incoming Inspection
If you would like to include an individual that was not included in the inspection report, you may click on the + button on the bottom to add additional email(s).

Creating an Incoming Inspection
Enter the additional email you would like to add to the form.

Creating an Incoming Inspection
Click “Add” to add that email to the report.

Creating an Incoming Inspection
After you have selected all the emails you would like the completed report to be sent to, you will select “Send Report” to send the PDF.

Creating an Incoming Inspection
Pop up showing the completed report will be emailed.

 

10. After requesting the completed report to be emailed to all parties selected, a completed PDF report will be sent to their inbox (see below).

Creating an Incoming Inspection Creating an Incoming Inspection

 

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