Editing the Report

Enabling Edit Mode

SwiftReporter allows you to modify generated reports directly within the app before finalizing and downloading them. This includes editing applied comments, adjusting required note selections, modifying template question responses, and customizing the overall report structure.

Accessing Edit Mode

Starting Edit Mode:

1. Navigate to Report: Open the report you wish to edit
2. Locate Edit Button: Find the "Edit" button or icon, typically in the report header or toolbar
3. Activate Editing: Tap "Edit" to toggle the report into editable state
4. Edit Confirmation: The interface will change to show editable elements

Edit Mode Indicators:

• Visual Changes: Editable elements become highlighted or outlined
• Edit Icons: Pencil icons appear next to editable content
• Interface Updates: Additional editing controls become visible
• Mode Status: Edit mode status indicated in interface

What You Can Edit

Once in Edit Mode, multiple aspects of the report become editable:

Applied Comments and Observations

Comment-Based Observations:

• Observation Content: Edit title, description, and recommendation from applied comments
• Location Details: Modify or add specific location information
• Severity Levels: Adjust severity ratings based on actual conditions
• Custom Additions: Add inspection-specific details to standard comment content

Editing Process:

1. Locate Observation: Find the observation derived from an applied comment
2. Tap Edit Icon: Select the edit option for the specific observation
3. Modify Content: Update any field as needed for accuracy
4. Save Changes: Changes are typically saved automatically

Editing Examples

Example Edits:

• Change "GFCI outlet not working" to "GFCI outlet in master bathroom not working"
• Modify severity from "Maintenance" to "Safety" based on actual conditions
• Add specific location details: "Located on north wall near vanity"
• Include additional context: "Client reported outlet stopped working last week"

Required Note Selections

Modifying Note Selections:

• Dropdown Notes: Change selected option from available choices
• Checkbox Notes: Add or remove selected options
• Note Content: View and understand selected note implications
• Validation: Ensure selections accurately reflect inspection findings

Editing Required Notes:

1. Find Note Section: Locate required note groups in report
2. Access Selection: Tap on current selection to see options
3. Change Selection: Choose different option(s) as appropriate
4. Verify Impact: Ensure new selection accurately reflects findings

Example Note Edits:

• Change foundation type from "Concrete Slab" to "Crawl Space"
• Add additional safety concerns to checkbox selections
• Update weather conditions to reflect actual inspection conditions
• Modify scope limitations based on actual access constraints

Template Question Responses

Question Answer Modifications:

• Text Responses: Edit free-form text answers
• Multiple Choice: Change selected options
• Checkbox Responses: Add or remove selected items
• Date Fields: Update dates and time-sensitive information

Advanced Editing Features

Content Enhancement

Adding Context:

• Inspector Notes: Add personal observations and context
• Client-Specific Information: Include details relevant to specific client
• Follow-Up Recommendations: Add suggestions for future inspections
• Clarifications: Provide additional explanation for complex issues

Content Expansion:

• Detailed Descriptions: Expand on standard comment content
• Specific Recommendations: Customize recommendations for unique situations
• Additional Photos: Add more visual documentation
• Cross-References: Link related observations and findings

Quality Assurance Editing

Content Verification:

• Accuracy Check: Verify all applied comments accurately reflect findings
• Completeness Review: Ensure all required information included
• Consistency Check: Confirm consistent language and formatting
• Professional Standards: Maintain professional tone throughout

Error Correction:

• Typo Correction: Fix spelling and grammatical errors
• Factual Updates: Correct any inaccurate information
• Clarification: Add clarity to confusing or ambiguous content
• Professional Polish: Enhance language for professional presentation

Report Structure Modifications

Category-Level Changes:

• Edit Category Titles: Modify category names for this specific report
• Change Category Order: Reorder categories if reordering is supported
• Add Categories: Create new categories for unique inspection circumstances
• Delete Categories: Remove irrelevant categories (affects only this report)

Note: Structural changes affect only this specific report, not the original template.

Saving and Managing Changes

Automatic Saving

Real-Time Updates:

• Continuous Saving: Changes saved automatically as you work
• Connection Management: Handle connectivity issues gracefully
• Data Protection: Prevent data loss during editing
• Sync Management: Ensure changes sync across devices

Exiting Edit Mode

Completing Edits:

1. Final Review: Review all changes for accuracy and completeness
2. Save Confirmation: Ensure all changes are saved
3. Exit Edit Mode: Toggle edit mode off to return to viewing mode
4. Report Finalization: Prepare report for client delivery

Quality Checklist:

• All applied comments accurately reflect inspection findings
• Required note selections are appropriate and complete
• Template question responses are accurate and informative
• Report structure is logical and professional
• Language is consistent and professional throughout
• All necessary photos and media are included

Best Practices for Report Editing

Content Quality

Professional Standards:

• Accurate Representation: Ensure report accurately reflects inspection findings
• Complete Information: Include all necessary details and context
• Professional Language: Maintain consistent, professional tone
• Client Focus: Consider client needs and understanding level

Technical Accuracy:

• Factual Verification: Verify all technical information is correct
• Recommendation Appropriateness: Ensure recommendations are feasible and appropriate
• Severity Accuracy: Confirm severity levels match actual conditions
• Code Compliance: Reference appropriate codes and standards

Effective report editing enhances the quality and accuracy of your inspection reports while maintaining the professional standards established by your template structure and comment library.