How to Create Repeatable Sections

Repeatable sections in Visualogyx provide a flexible and efficient way to create inspection templates that can accommodate varying numbers of items or areas to be inspected. This feature is particularly useful when inspecting properties or assets that may have different quantities of rooms, components, or systems. For example, by creating a repeatable section, you can use the same template for a property with one room or ten rooms, without the need to modify the template each time. Follow these steps to create and use repeatable sections in your inspections.

Creating a Repeatable Section

1. When designing your template, identify the section or group of questions that may need to be repeated a variable number of times.

2. In the template editor, create a new section for the repeatable content.

3. Configure the questions, data types, and settings for the section as needed.

4. In the section settings, toggle on the "Repeatable Sections" option.

5. Optionally, provide a label or description for the repeatable section to help understand its purpose.

6. Save the repeatable section configuration and publish the template

Using Repeatable Sections in an Inspection

1. When conducting an inspection using a template with repeatable sections, the inspector will encounter the repeatable section during the normal flow of the inspection.

2. To add an instance of the repeatable section, click the "+ (Name of Section)".

3. Complete the questions and data fields for each instance of the repeatable section, capturing the necessary information for each room, component, or system.

4. If needed, you can remove an instance of the repeatable section by clicking the trash icon on the right of the repeatable section header.

5. Continue to complete the inspection, including any non-repeatable sections, until all required information has been captured.

Example: Inspecting a Multi-Room Property

Consider a property inspection template that includes a repeatable section for capturing information about each room in the property. The repeatable section might include questions about the room's dimensions, condition, fixtures, and any noted issues.

1. The inspector arrives at the property and determines that there are five rooms to be inspected.

2. During the inspection, the inspector encounters the repeatable "Room" section in the template.

3. The inspector clicks "Add Room" five times to create five instances of the repeatable section.

4. For each room instance, the inspector fills in the required information, such as room type, dimensions, condition, and any noted issues.

5. If the inspector mistakenly added an extra room instance, they can remove it using the trash icon on the repeatable sections header.

6. The inspector completes the remaining sections of the inspection template and submits the completed inspection.

Repeatable sections streamline the inspection process, reduce template maintenance, and ensure that inspections can adapt to the unique characteristics of each property or asset being inspected. This powerful feature helps organizations maintain a consistent and efficient approach to inspections, regardless of the complexity or variability of the subjects being inspected.

• Related Articles

• Completing Your First Inspection

  Completing Your First Inspection Inspections are at the core of Visualogyx, enabling you to capture critical data and evidence while ensuring compliance and quality across various processes. Follow these steps to start conducting inspections ...

• How to Use Custom Sets

  Custom Sets allow you to create reusable lists of items that can be easily added to single/multiple choice and dropdowns within inspection templates. This saves time when building templates that share common items or sections. Here's how to use ...

• Getting Started with Tasks

  Getting Started with Tasks Tasks in Visualogyx serve as your central hub for managing and tracking all your inspection assignments and to-do items in one place. Whether you need to conduct a new inspection, complete an existing one, or assign a ...

• Creating a Task

  Tasks in Visualogyx serve as your central hub for managing and tracking all your inspection assignments and to-do items in one place. Whether you need to conduct a new inspection, complete an existing one, or assign a generic task, the Tasks module ...

• What's New July '24

  July 2024 1. We’re excited to introduce our latest breakthrough feature: Workflows! Workflows empower you to streamline your inspection processes by defining inspection steps and assigning role-based permissions to sections of your inspections. Our ...