Before defecting, optimise your project settings for better issue management. Use automation features, Location QR Codes, and customisable defect rounds for efficiency.
Navigating to a Location
Access a location by expanding the location tree or scanning a Location QR Code. (Make sure this is set up beforehand- link to guide).
Step 1 - 7. Create an Issue - Defect Type
Once you're in a location page on the mobile app, follow the steps below:
Hit the blue + button
Select Issue as the Visis type
Select Defect as the Issue type
Select the appropriate defect round or skip if its not related to a defect round
(this should have been setup prior to defecting - link to guide)Under the Assignee field, select the Company / Member who is responsible for:
reassigning it to the respective trade or
correcting the defect.
Take a photo and/or create a markup, then hit Next.
[You're now in the Visi page, where you can change the metadata details of the Visi]
7. Tap on the Title field and provide context to the photo you've taken
Where exactly is it located in the apartment?
What is the defect?
Note: adding a description is optional.
Step 8. Optional Fields
Under the Reviewer field, you can select a Company / Member who is responsible for approving and closing the defect.
Under the Due Date field, you can select a date you would like the defect to be closed.
Automations (this step should have been setup prior to defecting - link to guide)
If you're the creator of the defect, you can automate Your Company as Reviewer of the defect.
Due dates to defects can be automated to preset close out duration (days) to ensure timely resolution.
Step 9. Rectification Photo Requirement
Under Requirements section, you can toggle-on photo attachment requirement to ensure a photo is attached before the Visi is closed or requested for review.
For less critical defects, leave the photo requirement optional and proceed with creating the defect.
Step 10. Add another issue
Once you're happy with the details, you can hit Add another issue to create another defect and stay in the same workflow.
This will take you through the same steps 6 - 10, where new defects created will remember the last location, assignee, defect round and photo requirement toggle. (You can change this information at step 6 or 7).
Step 11 - 12. Edit, Delete, Finalise or Save as Draft
Step 11. Review & Edit / Delete Defects before Creation
To review the list of defects you've just created, hit Confirm and finish.
You're now in the Defect Review page, where you can click into any defect to change metadata details or delete the defect.
Hit Confirm and finish to navigate back to the Defect Review page.
Step 12. Finish Creation of Defects or Add Another Issue or Save as Draft
From the Defect Review page,
Once you're done defecting in that location, hit Finish to create defects to the location.
or You can Add another issue to repeat steps 6-11.
or You can click the back arrow to Save defects as draft.
Defects saved as draft
If you have saved defects as draft, Drafts will appear in your homepage and allow you to navigate back to the Defect Review page.
Finish Creation of Defects
Hit Finish once you're happy to launch them out into the Visiverse.
[Alternative] Create defects within an inspection
Use this alternative to capture defects within the same inspection and compile all quality checks into the same PDF export for future external reporting.