Overview
This document provides step by step instructions for creating properties and inspections for Due Diligence.
The following video goes through the functionality of the feature.
Specifications
The InfoTycoon Web App supports the following Desktop Browsers:
Google Chrome
Mozilla Firefox
Safari
MS Edge
Note: SightPlan Inspect does not support MS Internet Explorer
Step 1
Log In to the Web App
Login at inspect.sightplan.com
Select your company from the Organization List
Select Due Diligence from the App menu on the left
Step 2
Create a Property
1. Select Properties under Due Diligence and click New Property in the top right corner
Complete the Property Details form by adding the property name, address, and region, then click Create
If you do not utilize regions in Inspect, select Global from the drop-down
2. Upload your rent roll by clicking Import Property Layout in the top right corner
After selecting a file, you will see a preview of your rent roll
Confirm the Building, Unit, and Floor Plan columns are identified correctly
Submit the rent roll; this will add your units, buildings, and floor plans
Configure your property
1. Floor Plans Tab
Select the Menu at the top right, next to the +New Floor Plan button
Select Edit All Floor Plans
Inspect's Standard Room list and the Floor Plans from your rent roll will be displayed in a grid
To apply a room to all floor plans, click the checkbox to the left of the room name
To apply a room to only a specific floor plan, click the appropriate checkbox in the grid
To reorder rooms across all floor plans, use the arrows to the left of the room names to drag and drop the rooms into the desired order
Always double-check your inspection template before completing this step. Your template may utilize rooms that are not within the Standard Room List
To add a non-standard room, click the +Add Room button at the top right of the list
The room name can be whatever you want, but the room type must match the room type from your inspection template
After configuring rooms, click Save
2. Buildings Tab
Select the Menu at the top right, next to the +Building button
Select Edit All Buildings
This tool works just like the floor plan application
InfoTycoon’s Standard Building Area list and the Buildings from your rent roll will be displayed in a grid
Always double-check your inspection template before completing this step. Your template may utilize Building Areas that are not within the Standard List
- To add a non-standard Building Area, click the +Add Building Area button at the bottom of the list
- The Building Area name can be whatever you want, but the type must match the type from your inspection template
After configuring your Building Areas, click Save
3. Site Areas Tab
Click the +New Site Area button to add Site Areas such as Fitness Center, Pool Area, Dog Park, Clubhouse, etc
The Site Area Types are populated from your inspection template
You can add multiple Site Areas of the same type, just give them unique names
Step 3
Ensure Licenses are available
1. Under the Management menu, you may purchase Due Diligence licenses and pay by credit card
2. If you would prefer to be invoiced, contact your sales representative
Inspect's support team will ensure invoiced licenses are available for you to use in the Web App
Step 4
Create the Inspection
1. Under Due Diligence, Select Inspections
2. Click the + New Inspection button to launch the Inspection Workflow
3. First enter your inspection details including the Inspection Name, Description, and Date
The Description will display to inspectors within the app
Due Diligence Inspections will be visible in the app prior to the Inspection Date
4. Next, select a property that has already been created, or click Manage Properties to create a new property
After selecting a property, the Property Info section will populate, showing all spaces configured on the property
All spaces are automatically selected
Click Update to deselect any spaces you don’t want to inspect
Manage Properties will also allow you to make changes to a selected property
5. Select the Inspection Type and Template to be used on the inspection
Clicking Manage will allow you to add or edit company level types and templates
Once the template has been selected, the Template Info section will populate, showing the number of question sets and questions on the inspection
Click update to deselect questions that appear in the company level template
This section will alert you to possible missing spaces on your inspection
- In the screenshot below, all of the questions related to Dog Park have been removed from the template. They will not appear on the inspection
- There is no Laundry Room Site Area configured at this property, it will not appear on the inspection. If one should be configured, it can be added as a Site Area after selecting Manage Properties.
6. Select which users should be assigned to this inspection
These users must exist on the Organization
If a new user needs to be added that has not already been invited to the organization, they can be invited after clicking Manage Users
Clicking into the Add User box will show a dropdown, but you may also search for a specific user
7. Click Create to create the inspection
The inspection will be visible in the mobile app once it has been created
If the inspection is in the future, you will see it under the Upcoming tab when you return to the inspection list
Step 5
Begin Inspecting
The inspection can now be downloaded in the SightPlan Inspect mobile app
Refer to the training document on Completing Inspections on Mobile Devices for further instructions
Step 6
Make Changes
1. Edit the Inspection by clicking the Edit Icon in the top right corner of the Inspection Card, and relaunch the inspection creation screen to make the following changes:
Change the Inspection Name, Description, Start Date
Exclude spaces from the inspection
Exclude questions from the inspection
Add more users
Inspectors must refresh the inspection on their mobile devices to see these changes
2. Edit the Inspection Template by clicking the ellipsis icon to view the inspection menu and launch the template editor to make the following changes:
Add/Change Questions
Add/Change Answers
Add/Change Costs
Set Question/Photo/Comment Requirements
Change the Order of Questions
Any changes made here will only apply to this property, and not the company level template
Inspectors must refresh the inspection on their mobile devices to see these changes
- Inspectors must be connected to the internet to refresh the inspection
- Pull down on the main inspection screen to refresh or tap the back button to view the inspection list, then reselect the inspection
Step 7
View Sync Statuses
During the inspection, you may want to confirm that your inspectors’ data has been received
From the Inspection menu, select View Sync Statuses
This feature will show you each sync that has been received, as well as the locations that were uploaded
FAQ
Does a license need to be purchased prior to creating a property?
No, you can create a property in advance of purchasing a license. A license will be required to create an inspection.
Can I be invoiced for a license?
Yes, contact the sales team to request.
Can I change the questions and answers after creating an inspection?
Yes, please reference the training document for On the Fly Changes.
Related Resources
On the Fly Changes
Completing Inspection on Mobile
Due Diligence Reporting
For more information about the SightPlan platform, please visit our Knowledge Base Articles. Should you need additional support, please don't hesitate to contact the Help Team at help@sightplan.com.