Lock or unlock a report
You can 'lock' a report that is 'in review' and schedule to sync it back to the app.
You might choose to do this if you need to take a report back to a property to finish or add more information, or if you need to do an office-based check in with tenants on your device. To do this:
From the Editing View of the Report:
Select the 'Lock for Sync' button located in the top banner:
From the main Reports Area:
Select 'Reports' in the left hand side menu and then click 'Manage Reports' from the dropdown menu or click 'Manage' in the Reports tile on the dashboard.
Find the report that you want to push back to the app and make sure the report is ‘in review’. If it is marked as 'final' then click the 'pencil' icon and click 'Edit Report' to put the report back into 'in review'.
Then click the 'lock to sync' (padlock) icon next to the report.
Select the inspector name and date/time to push back to the app, then press 'Schedule'.
Login to the app, press 'Synchronise' and then 'Download Appointments'. If you have scheduled it within the next 7 days, the report will sync across to the app.
Please note: whilst the report is locked and synced to the app, it will be 'locked' on the dashboard and cannot be edited.
How do I unlock a report?
Whilst a report is locked, it cannot be edited on the dashboard. However, you may want to unlock the report and edit it further on the dashboard and not in the app.
Select 'Appointments' in the left hand side menu and then click 'Manage Appointments' from the dropdown menu or click 'Manage' in the Appointments tile on the dashboard.
Any 'locked' reports will display a padlock icon in the Actions column. Click the padlock to unlock, and confirm you wish to unlock it.
Please note: if you do this, the report can no longer be synced back from the app, as only one version of the report can exist at any one time. If you want to delete the report off the app, this FAQ explains how.
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