Getting Started

• Implementing a New Pre-populated System

  • Route Builder Planning
  • Review the Equipment List for Completeness
  • Compile a User List
  • Prepare Equipment for Upload

• Planning and Configuration
• Admin Basic System Setup
• Creating Equipment Types
• Creating Task Descriptions
• Creating Question Sets
• Creating Task Assignments
• Adding and Editing Customer/Division/Route/Zone in Route Builder
• Adding and Editing Location/Fixed and Movable Equipment to Route Builder
• How to Complete the Equipment Upload Template

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Desktop Application

• Login & Logout
• Desktop System Navigation
• Views & Advanced Search
• Customize Dashboard
• Location Checkpoints
• Equipment Checkpoints
• Incidents
• Task Bulk Update
• Record Inspections on a Desktop
• Service Plan

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Mobile Application

• Hardware Options and Setup

  • Zebra Device Setup

    • How to Connect a Zebra Device to Wi-Fi
    • How to Connect A Zebra USB Scanner to Windows
    • Cleaning Zebra Mobile Devices
    • How to Setup a New Zebra Mobile Computer
    • How to Connect A Zebra Bluetooth Scanner to Android
    • How to Connect A Zebra Bluetooth Scanner to Windows
    • How to Update the Zebra Android Operating System
  • Compatible Mobile Computers and Barcode Scanners
  • How to Change the Google Account on Android for InspectNTrack
  • Configure iSafe Mobile Device
  • Socket Mobile Device Setup for iOS

• Basic Field Operations

  • How to Record a Manual Checkpoint Visit
  • Using a Device's Camera as a Barcode Scanner
  • Image Capture
  • Edit Last Done Date
  • Moveable Equipment Location Lookup
  • Create a New Manual Discrepancy
  • View, Edit, Or Close a Discrepancy
  • Understanding Filters
  • Mobile App Error Messages
  • Understanding Checkpoint Icons
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• Access & Syncing

  • Download the InspectNTrack Mobile App
  • How to Login to the Mobile App
  • Sync Over Ethernet / Without Wi-Fi
  • Discard Data from Device
  • Sync Forward to Future Due Date
  • Sync a Shared Assignment
  • Logout
  • Avoiding and Managing Sync Errors
  • How to Sync the Mobile App
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• Advanced Field Operations

  • Quick Inspect Overview: Auto Update and Auto Move
  • Roam Update
  • Auto Move
  • Signature Capture
  • Auto Update
  • Restart Route
  • Incident Shortcut Barcodes

• Mobile Field Setup

  • Add a New Route
  • Add a New Zone
  • Add a New Fixed Equipment
  • Add a New Location
  • Add a New Moveable Equipment
  • Edit Last Done Date
  • Change a Checkpoint Barcode ID
  • Completing New Equipment Setup on Mobile After a File Upload
  • Adding Checkpoints With RFID / NFC Tags
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Administrative Functions

• User Administration

  • Adding and Editing a User's Assignment
  • Adding and Editing Users and Defining User Roles
  • Adding and Editing a Shared Assignment
  • Setting up Microsoft Azure AD Single Sign-On
  • Ping Identity SSO Configuration
  • Change a Password

• System Configuration

  • Report Options
  • Calendar Settings
  • Upload Company Logo
  • Manage Scheduled Email Reports

• Security Settings

  • Configure User Groups
  • Configure Password Settings
  • View Login History
  • View Active User Settings
  • How to Force Barcode Scanning and Prohibit Manual Visits

• Manage Subtables

  • Manage Sites
  • Manage Sub Category
  • Manage Category
  • Manage Properties
  • Manage Manufacturers/Vendors
  • Manage Custom Table & Field Names

• Mobile Device Configuration

  • Mobile Device Licenses
  • Mobile Device Settings

Reporting

• Reports Overview
• History Report
• Recently Performed Tasks Report
• Tour Report
• Overview of Tasks Performed Report
• Route Task Report
• Detailed Task Report
• Task Status Report
• Summary of Due Tasks Report
• My Reports
• Incident & Discrepancy Report
• Executive Management Report
• Creating Custom Filtered Data Exports
• Service Forecasting / Budgeting Report
• Print or Export the Route Builder
• Export Reports to Excel or Word

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FAQs

• Barcode Requirements
• Why do questions have a green checkmark before I answer them?
• Why do I lose my checkmarks after I sync?
• Where is the Inspection Portal?
• Why Can't I Open a Task?
• Why do I see a P after completing inspections?
• A customer, route, or zone is not showing up on my device
• How to Store Question Responses to Equipment Record
• Transitioning from InspectNTrack Pocket PC to Android, iOS or Windows

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Webinar Recordings

• February 25, 2021 Webinar
• April 22, 2021 Mobile App Training Webinar
• September 16, 2021 Webinar
• June 15, 2022 Webinar

Importable Data

• Importable Custom Reports
• Importable Question Sets

Archived Articles

• Articles coming soon