How can I format a sheet or report to create a customer facing inspection signoff

Ian B

Hi,

I work in construction and after our project managers inspect a project in the field I'd like them to have the ability to generate an inspection form for the property owner to sign on site using a tablet.

Right now they are using a sheet showing all measures that were inspected where they write down the quantity of each unit installed.

It would be great to be able to format that sheet to have a place for the customer to sign off and to be able to get a signature on site. We have docusign, so anyway that we could utilize that would be great.

提前感谢你的建议ions!

Andrée Starå

Hi Ian,

I've added the answer here as well so others can go to the other post.

Hi, <\/p>

I work in construction and after our project managers inspect a project in the field I'd like them to have the ability to generate an inspection form for the property owner to sign on site using a tablet.<\/p>

Right now they are using a sheet showing all measures that were inspected where they write down the quantity of each unit installed. <\/p>

It would be great to be able to format that sheet to have a place for the customer to sign off and to be able to get a signature on site. We have docusign, so anyway that we could utilize that would be great.<\/p>

Thanks in advance for the suggestions!<\/p>","bodyRaw":"[{\"insert\":\"Hi, \\nI work in construction and after our project managers inspect a project in the field I'd like them to have the ability to generate an inspection form for the property owner to sign on site using a tablet.\\nRight now they are using a sheet showing all measures that were inspected where they write down the quantity of each unit installed. \\nIt would be great to be able to format that sheet to have a place for the customer to sign off and to be able to get a signature on site. We have docusign, so anyway that we could utilize that would be great.\\n\\nThanks in advance for the suggestions! \\n\"}]","format":"rich","dateInserted":"2020-01-14T17:48:44+00:00","insertUser":{"userID":80871,"name":"Ian B","url":"https:\/\/community.smartsheet.com\/profile\/Ian%20B","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2020-09-17T16:59:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/65237\/is-it-possible-to-generate-a-client-sign-off-for-an-inspection-in-the-field-using-a-tablet","embedType":"quote","name":"Is it possible to generate a client sign off for an inspection in the field using a tablet?"}"> https://community.smartsheet.com/discussion/65237/is-it-possible-to-generate-a-client-sign-off-for-an-inspection-in-the-field-using-a-tablet

We could probably print/export to PDF and sign. (maybe we need to change the structure or use another sheet with a better structure for the export/print

How much information is there in the sheet?

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or somescreenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])

Would that work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @WORK BOLD

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