Report Writer Manual
Contents
1. technical training insurance Report Writer Manual N ropid a Suite 1 5 Pavilion Place Cardiff NSW 2285 Locked Bag 3 Cardiff NSW 2285 Phone 1300 309 169 Fax 02 4954 3660 Email support rapidsolutions com au www rapidsolutions com au ABN 49 055 149 203 AFSL 232422 N rapig SOLUTIONS technicol training insurance N Contents How to get the iPad Application My Reports Profile Screen New or Unconfirmed Booking Confirming Inspection Create Report Uploading Pictures Structures 13 Add Structure Add Rooms Structural Details Report Writer Manual 07 12 V1 0 Page 2 of 18 N O le m SOLUTIONS technicol training insurance N Report Writer Report Writer is our online onsite report writing system that can be used via reportwriter com au on a desktop computer or other web connected device or through our iPad application Report Writer can only be used by clients insured through Rapid Solutions How to get the iPad Application From your computer If you haven t got iTunes on your computer you need to download and install it You can download it from www apple com au itunes download L Open iTunes and select the iTunes Store left hand side menu 2 Search for Report Writer If a lot of items comes up you may need to filter the results to Apps only Select Report Writer 4 Enter your iTunes username a2. race Pere bees ex we When the details have been saved on this page the booking is now confirmed and ready for the report to be completed esperto Tyee TewerFesinacecsee _ during the inspection or at its a aaa z completion The booking moves to Confirmed Booking on the My Reports page irt El a cre i anra a 7 RTA y You can close the booking at this point ponn ii and return to create the report later Tire v oe When you select Create Report the report now becomes a current report that needs to be completed and submitted and can be found in the Current Reports on the My Reports Page Report Writer Manual 07 12 V1 0 Page 11 of 18 N O le SOLUTIONS technicol training insurance N Create Report If you continue immediately from the inspection details page and click Create Report it will ask you for the weather conditions at the time of the inspection By clicking Create Report you will be using one report credit If you previously confirmed the booking and have selected the report through edit on the Confirmed Bookings list you will be asked an additional question about the weather conditions at the time of the inspection At this page you have the option of uploading a picture of the fa ade of the property By clicking Create Report you will be using one report credit Uploading Pictures You need to hav
3. Ere Address BILLING DETAIL amp Company ieee asi pir Sire Privacy paicy Tenra b ooi Report Writer Manual 07 12 V1 0 Page 9 of 18 900e eS technical training insurance SOLUTIONS Property Details Page Report Writer Online onsite report writing system 5 REPORT WRITER PROPERTY INSPECTIONS Features My reports My profile Help Property Detalls agdegf ggagag Current Booking V Contact Details x Inspection Details PROPERTY FOR INSPECTION Same as Requestor Details amp Street Address Suburb State Postcode CONTACT FOR PROPERTY ACCESS Same as Requestor Details Last Name First Name JOE INSTRUCTIONS SPECIFIC CLIENT INSPECTION REQUESTS Report Writer Manual 07 12 V1 0 Page 10 of 18 9 ee Se technicol training insurance N SOLUTIONS Inspection Details Page ropid This is where the inspection is confirmed Report Writer onina onse report wating system l by completing the inspection date time ES N TT and the inspector On this page you F Home 7 Features Myreports Myprofiie 1 Help also select the inspection type and the tools that are required and are to be used during the inspection Inspection Details HSR AG Procent Dram kired mame Come Ta ec DENY Cu Da B At present only Timber inspections can iibh SESE be completed through Report Writer i however Building inspections can be confirmed
4. able for users that have administrator accounts not technicians Report Writer Manual 07 12 V1 0 Page 17 of 18 N O le SOLUTIONS technicol training insurance N Offline Mode If you happen to lose internet connectivity whilst you are use the iPad on site the app will revert into Offline Mode This enables you to complete a report locally on the device before uploading to the server when you regain the internet connection Continue completing your report as normal and an icon will appear to indicate that the data is being saved locally When your internet connection is restored an icon will appear to upload the local data to the Report Writer server Please Note If you did not have an internet connection before opening a partially completed report then it will not work as the data has not been saved locally to your iPad You must also have entered the Inspector field on the Inspection Details page Report Writer Manual 07 12 V1 0 Page 18 of 18
5. add a structure below to begin inspecting the rooms areas of the property You can add as many E additional structures as required and for each structure you can add as many rooms areas as required Property Details Each room can be reported on by clicking the room name A red cross means the room has not been fully Inspection Details reported on yet Add Structure j T t Ste Improvements Conducive Conditions Structure 1 E x Final Details ADD ROOMS images Type Attached Garage Number To Add i Add Rooms x Submit Name Access Threats Actions Suuctural Details MA WA G Subfioor1 Gf Roof Voidi 1 G Back Close Next Please note Structural Details Subfloor and Roof Void will be created by default for each mew structure amp For the purpose of this report treat these as indwidual rooms Subfioor and Roof Void can be deleted if not required Add Structure Add Structure This is used for the structure s that are located at the property Structures are buildings detached from each other The main dwelling is Structure 1 other structures are buildings such as a 2 dwelling granny flats large shed stables etc For each individual structure present at the property you need to add another structure to Report Writer This can be done at any time by returning to the structures page and adding another structure As structures are listed they ar
6. e current page It shows a summary of the report bookings that have been made and are either unconfirmed or confirmed bookings You can either create a new booking for a report to be completed or bookings that have been made through Property Inspections appear automatically 5 Unconfirmed Bookings These are bookings that have either been requested through Property Inspections or a new booking has been created in Report Writer but no date or time has been confirmed for the inspection With the action buttons you can edit the booking confirm the inspection date and time and commence writing the report You can also view an interactive map of where the property is If the booking is not required it can be deleted 6 Inspection Check sheets If using the Report Writer desktop version these check sheets will help you record the inspection results at the time of inspection in a hand written format The check sheets are relevant and in order to the questions asked in Report Writer This will make it easy to complete a report in Report Writer at a later time There are 4 check sheets e The first is for the booking details inspection time and date weather details This corresponds to the Contact Details and Property Details pages It is 2 pages long e The second check sheet records the details of the structure s construction details It also records details of the any timber pest identification damage and threats to the subf
7. e named Structure 1 then Structure 2 etc The name of a structure can be changed through the individual structure s Structural Details page Report Writer Manual 07 12 V1 0 Page 13 of 18 900 eS technicol training insurance N SOLUTIONS Within each individual structure you can add the rooms that is contains With each structure that is added structural details and the rooms of subfloor and roof void will automatically appear Structural details cannot be deleted however if subfloor or roof void is not required they can be deleted Add Rooms Add Rooms For each structure noted you need to add the rooms that are contained within that structure This can be done room by room as you inspect the property or prior to entering the structure Rooms can be added at any point by returning to the structures page and adding a room A wadis com au Ar Upisite Profle E Logoul Contact Us My reports My profile Help My Reports Structures Timber Pest Inspection agdeg ggagag i Structure Deleted Current Booking v Contact Details Please add a structure below to begin inspecting the rooms areas of the property You can add as many F E additional structures as required and for each stnecture you can add as many rooms areas as required Property Details Each room can be reported on by clicking the room name A red cross means the room has not been fully reported on yet Inspection Details x Site improve
8. e taken a picture with whatever device you use camera phone or your iPad This needs to be loaded onto your computer or iPad To upload directly to your iPad from your camera decide you can use a Camera Connection Kit This enables you to insert the memory card from your camera into the iPad so that photos can be downloaded Once the photos are on your computer or iPad you click on Select New Image Select the image from where you have stored it The file name will now appear in the Image section Add a caption or comment if required then select Upload You will now see the photo in the Image box FACADE IMAGE SINGLE IMAGE mage File Select New Image Caption r Photos that are relevant to individual rooms can be uploaded through that room details pages Otherwise all photos can be uploaded just prior to submitting the report Report Writer Manual 07 12 V1 0 Page 12 of 18 900 eS technicol training insurance N SOLUTIONS Structures This page is where you enter the details about the structures and rooms of the property 4 rwadmintestijiriia com au dis Update Profis E Logout um Contact Us a rapid Report Writer Online onsite report writing system a a a i hea Fad Coise i REPORT WRIT ROPEATY INSPECTIONS O Home Features My reports My profile O Help My Reports Structures Timber Pest Inspection agdegf ggagag Structure Added Current Booking v Contact Details Please
9. loor and roof void You need to take one for each structure that is at the property It is 6 pages long e The third check sheet records is for each individual room It records the details of access and moisture levels of an individual room in a structure It also records details of any timber pest identification damage and threats to the individual room One copy is required for each room in a property therefore you will need to take multiple copies to an inspection It is 2 pages long Report Writer Manual 07 12 V1 0 Page 5 of 18 N le technicol training insurance SOLUTIONS e The fourth check sheet records the details of any site improvements their moisture levels and the details of any timber pest identification damage and threats to these areas They also record any conducive conditions to the property the details of any previous termite treatments and your recommendations for future termite management Only one copy is required for each inspection It is 6 pages long 7 Confirmed Bookings These are bookings where the date and time of the inspection has been confirmed as well as the name of the inspector that will do the inspection With the action buttons you can edit the booking and commence writing the report You can also view an interactive map of where the property is If the booking is not required it can be deleted 8 Current Reports This provides a list of reports that have been confir
10. m Create New Booking 8 Current Reports 9 Reports Unconfirmed Bookings 5 Unconfirmed Bookings Date Created Contact Name Suburb Type Actions 9 Submitted mar Submitted Reports 18 05 12 09 04 58 17 052 16 52 Smith John Cardiff ia GES 10 Archived Reports Chived Reports 15 05 12 09 14 a 14 05 12 16 37 OB 14 05 12 09 36 ag 14 05 12 08 54 Gumble Barney Newcastle GER i Check Sheets 7 Confirmed Bookings a an 6 Inspection check sheets Inspection Date Contact Name Suburb Type Actions 08 05 12 08 00 Gumble Barney Newcastle A Ea i 1 Log in Identity This shows the user email that is logged in If you wish to have additional staff from your business use Report Writer please use this form They will need to have unique email address If the user is an inspector they need to be approved by Rapid Solutions 2 User Profile This tab displays the details of the logged in user If that user has the administrator profile they can also view and change the company details They can also view the staff user profiles and view the reports under that user profile Report Writer Manual 07 12 V1 0 Page 4 of 18 N O le m SOLUTIONS technicol training insurance N 3 Reports Credits This shows you a log of the report credits that you have purchased and when they have been used Through this you can also buy more report credits 4 My Reports Profile This is th
11. med and the report writing has been commenced However they have not yet been finalised as they have not been submitted to the client When the report is completed you can preview the report It can then be submitted which will allow it to be printed and or emailed to your client With the action buttons you can edit and complete the report You can also preview the report You can view the interactive map or delete the report if it is not required Report Writer Manual 07 12 V1 0 Page 6 of 18 N le technicol training insurance SOLUTIONS Submitted Reports This is a list of reports that have been finalised and have been given submitted to your client If a change needs to be made to these reports they can be unsubmitted then altered and then send to your client After 30 days since a report was submitted it moves to being an archived report 9 Archived Reports These are reports that have been completed and submitted over 30 days ago They still can be viewed printed and emailed Report Writer Manual 07 12 V1 0 Page 7 of 18 N le technicol training insurance SOLUTIONS New or Unconfirmed Booking To create a new booking or report one that hasn t come through from Property Inspections you need to click on the Create New Booking Button Create New Booking For a booking that has come through from Property Inspections you need edit the booking via the edit action b
12. ments x Conducive Conditions Structure 1 Final Details ADD ROOMS 3 images e tT ais i Submit bat Roof Void will be created by default foreach new structure individual rooms Subfoor and Roof Void can be deleted if not required Study Subloor Verandah There is a list of rooms to select from The names of these rooms can be changed once you edit these individual rooms If you have a room to be inspected that does not appear on this list you can use the Generic Room or another room that is similar Report Writer Manual 07 12 V1 0 Page 14 of 18 900e eS technicol training insurance N SOLUTIONS There is no limit to the number of rooms that you have If you have added a room in error it can be deleted All rooms that are added and not deleted need to be completed A completed room is shown by a green tick next to it Structural Details This page contains the details of the structure Such as the orientation structure type foundations exterior walls and roofing This page should be done for each structure being inspected Rooms Each room is completed individually in the report The identification and or presence of termites borers and fungal decay as well as moisture and access to the room is reported on for each room that has been added to the report Photos of each individual room can be uploaded into the report Once you have completed all the rooms shown with a green tick you then mo
13. nd password If you don t have these you will have to create an account 5 Connect your iPad to your computer and then click the Sync Apps button Click Apply The Report Writer application should now be on your iPad 7 Disconnect your iPad and you are ready to go o o gt From your iPad 1 Goto the App Store 2 Search for Report Writer 3 Tap Install 4 Enter your iTunes password 5 You application will now be available on one of your home screens Logging In To access Report Writer you need to log in using your registered email address This is the address that is recorded as part of your insurance policy and the same one that we send correspondence to you If you are unsure what email address to use please contact us on 1300 309 169 If you have forgotten your password or never received it please go to the password reset page http www reportwriter com au reset Report Writer Manual 07 12 V1 0 Page 3 of 18 9 00 Se technical training insurance SOLUTIONS My Reports Profile Screen Once logged the following screen will be shown 1 Log in identity 2 User profile 3 Report Credits 4 rwadmintest izilla com au d amp s Update Profila amp Credits 50 Logout gm Contact Us eee ra pig se Report Writer Online onsite report writing system RAPID SOLUTIONS REPORT WRITER PROPERTY INSPECTIONS Home Features My reports My profile O Help 4 My Reports profile J
14. rchived Reports Report Writer Manual 07 12 V1 0 Page 16 of 18 N le technicol training insurance SOLUTIONS Purchasing Report Credits If you need to purchase report credits you can do this through either the Credits link at the top of the page or through My Profile You need to select Buy Credits in the left side menu Report Writer Online onsite report writing system RAPID SOLUTIONS REPORT WRITER PROPERTY INSPECTIONS Home Features My reports My profile O Help My Details Company Details Buy Credits Staff Details Report Credits Credit Log Checksheets Logout If you hover over the you will see the pricing structure Enter the number of reports that you want to purchase and then click Add to Cart The credits will then be added to your shopping cart You need select Your Cart and finalised the purchase by going through the shopping cart steps Payments are only accepted using credit card via PayPal Once you have finalised the purchase of your credits this purchase will appear in your credit log The number of unused credits will display at the top of the page Uploading letterhead logo for Report Report Writer gives you the ability to put your letterhead onto the top of the front page of the report To do this go into Company Details of the profile section and upload your letterhead image Note this option is only avail
15. s well as moisture and access to the site improvements is reported on Photos of site improvements can be uploaded into the report Conducive Conditions Any conditions that are conducive at the property are reported on This is broken into conditions for the subfloor exterior interior and vegetation against structures Final Details This page refers to the evidence of previous treatments their locations environmental termite pressure safety hazards any other inspections recommended and general comments about the inspection Images This page allows you to upload more photos or delete existing uploaded photos When uploading through here you need to allocate the photos to a room Submit Report The report should now have been completed Submitting the report allows you to print or email the report We recommend that you view the report prior to submitting it and make any changes as required Changes can be made to a report once it has been submitted however it needs to be un submitted for this to happen Once you have submitted the report you have the option of viewing the PDF or emailing it In viewing the PDF you can print the report or save it to your own system if you require Report Writer will save and keep a copy of your completed report Reports that have been submitted now appear under Submitted Reports on the My Reports page After 30 days from the inspection date these reports are automatically moved to A
16. utton Unconfirmed Bookings N Date Created gt Contact Name Suburb 5 Type Actions 18 04 12 16 56 prop test testtest iat oH G Both of these actions will take you through to the Contact Details page If the booking has been requested through Property Inspections this page will be pre populated with the information entered in Property Inspections If this is a new booking no information will be displayed To complete this page you need to enter the relevant information or check the information displayed The Contact Details page requires e Details of the person requesting the report a home buyer general Conveyancer Real Estate or Solicitor e Who the report is for ie the home buyer e Who the report bill goes to The next page is the Property Details Page This page requires e The address of the property to be inspected e The contact for property access e Any additional job instructions e Any specific client inspection requests Once these two pages are completed and checked the booking is ready to be confirmed Report Writer Manual 07 12 V1 0 Page 8 of 18 90e eS technical training insurance SOLUTIONS Contact Details Page Contact Detalls To begin Gee beading ples erie Gee oona deiss beho Help dpe ane wallabies by hovering he cursor over ihe question mek icons REQUE ETOR DETAIL amp Property Details Requestor Type wx inspecton Details IH EPECTIOH REQUE TEI ust eee First Mare
17. ve to site improvements conducive conditions and final details a da e Pre i Lapa Cote a rapid th Report Writer Online onsite report wuiting system ED Tee SELAT eT PRT Sco F Home F Features My reports G My profile E Hep My Reports Structures Timber Peal inipectian age pgagaq B Room Daimi loved Bheara B d a Irurtia Eagicn r io bega nsoacbeg Me coma areas of he property You can sdi a many E ge scored Bi Aure Aad fer eee peoia yOu Gin kij Bi many PSA Ai Peper EKA mam Gas be pOT OF py akng ina oom METE A n d God TRNA Me mom RIR AH be fuil mpo on yei Add Structure Main Dwelling ADD MOOM amp Tybe Attached Guma Number Ta ad SESE Nee coras Threais sire ab G Prot Daly A G Geb tent ETET O Fios vaat Prt Acces 5 D Le Raatcrate hug 5i amp bie hart Accee e ob Ge a Gua oO od D a o rn oF e 5 Baci Close Mexi Pease note Sect Deisis Sublior and Poo Wed mil be craaimd by daisoit foreach new pructen For gp hak pupoh of thik poi tail thee B3 ive bomi Babloo ite Aaoi Wid came be diawd of not ated Report Writer Manual 07 12 V1 0 Page 15 of 18 N O le m SOLUTIONS technicol training insurance N Site Improvements This refers to all objects or non major structures on the property such as pool pump cover cubby houses fences decks The identification and or presence of termites borers and fungal decay a
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