Using SmartFills on the App
Overview
SmartFills are a way of pre-setting a set of fields on the inspection / installation record. Initially there may only be a few types of SmartFill available, and as you need different ranges of fields we can add further types.
SmartFills are set up specific to each Work Package.
A SmartFill can be created in the Hub by Administrators and Work Package Managers. See the guide ‘Setting up SmartFills’ for more information.
Using SmartFills
SmartFills allow you to create reusable penetration profiles that automatically fill multiple fields in the app. This saves time and helps ensure consistent data entry across teams.
Using SmartFills on the App
Adding SmartFills in an Inspection on Android
To add a SmartFill in an inspection, firstly tap the ‘+’ to create a new inspection from the inspection list.
Choose the SmartFill that you want applied.
If you have an existing inspection you would like to apply a Smartfill too, tap on the three dots in the upper right corner. Tap ‘Apply SmartFill’.
Choose the SmartFill that you want applied.
If the SmartFill added has products in it, you will be required to confirm that the default values put in place are correct.
Adding SmartFills From the Site Plan on Android
To add a SmartFill from Site Plan, tap the Site Plan button, zoom into the Site Plan so that the ‘+’ comes up, then tap on the ‘+’.
The SmartFill list works the same as adding it via inspection list from here.
Searching for SmartFills
You can use the search bar to find SmartFills. For example, you can search ‘Concrete’ and each SmartFill that has ‘Concrete’ in its label/ Description will be highlighted yellow.
Adding SmartFills from an Inspection on iOS
SmartFills on an iOS device work the same as on Android, yet the layout of where to find them is slightly different.
To use a SmartFill on a new inspection, start by tapping on the ‘+’ in the inspection list.
Select the SmartFill you want. You can also search for a SmartFill using the search bar at the top.
Once you tap ‘Use Selected SmartFill’, the new inspection will be created with the SmartFill added.
To add a SmartFill to an existing inspection, click the button shown below:
Like the Android app, you can also add SmartFills via the Site Plan. To do this, go into the Site Plan section of the app. Make sure you zoom in until the ‘+’ appears. Then, tap on the ‘+’ to create a new inspection.
Select the SmartFill you want. You can also search for a SmartFill using the search bar at the top.
Once you tap ‘Use Selected SmartFill’, the new inspection will be created with the SmartFill added.
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