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Registration

Before you register, determine if you are attempting to join an existing organization or create a new one. If you wish to join an existing organization you must receive an email invitation from the organization administrator. If you want to create a new organization proceed to the Registration Page and complete the form. The email address registered will receive a confirmation email. After confirming through the link in the email, the account for the new organization is created and this new user will be the organization's administrator.

Header Image

Once the new organization is created, the administrator can go to Organization Edit to fill out information about the organization. There is a section entitled "Image" where the administrator can upload a header image which will appear in the header of all reports generated.

Add & Edit Members

For existing organizations who wish to add a new user, the administrator will login and proceed to Organization Edit. Here, you will click on where you can see existing members. In the "Add New Member" section, you will choose a User Name and enter a valid Email Address with First & Last Names of the member. The user will receive a confirmation email, and upon clicking the link will be able set up their password.

If you wish to change or disable a user, go to the same member menu as before. Click on and you will see the Member's information. If you wish to disable the user, check the "Disable" box and then click the "Save Member" button. You cannot delete members; only disable their access. This is to preserve data, reports, etc. associated with these disabled members.

Create Customers & Projects

From the dashboard go to Customers and click the . Proceed by filling out the form. When you have completed it, click the "Create" button to save the newly created customer.

After creating a customer, proceed to Projects to create a project. Click the which then allows you to fill a form with details about the project including fields such as customer, primary technician, etc. There is an additional "Notes" section which allows the user to describe supplemental information relevant to the project.

Edit Project & Upload

After a Project is created you can edit it and begin setting it up for data collection. Go to Projects and select the desired project. Click on the "Project Details Menu" to begin customizing the project.

One of the great features is the ability to upload content through the "Project Uploads" menu. After entering this section, click the to upload a file. Select the type, such as cover photo (often a picture of the building), floor plan, signed lab results (after they are received from the lab), or a signed chain of custody. You may enter a description to provide further details as needed. Lastly, click the "Choose File" button to upload an existing file (PDF, photo, etc.) or if you are using a phone or tablet, capture an image directly with your device’s camera. (Note: If using an IOS device you will not be able to upload anything other than an image as IOS does not allow you to choose any other type of file from the device storage. If this is the case you can log in on a computer and upload your documents from there.)

Rooms & Suspect Materials

Next you may create Rooms using the same process. Select "Rooms" through the "Project Details Menu". After entering this section, click the to add a Room. The "Room #" and "Room Name" are set by the user and generally are set to correspond with the floorplan, but the system has no restrictions on what is entered. For "Sq Ft" you may enter it if you know, but if you need to determine it, there is a Calculator Widget provided right in the system to avoid needing to use outside apps or devices. Lastly, the "Room Notes" section may be used at your discretion to add any additional information you deem necessary or pertinent.

Creating Suspect Materials is again a similar process. Select "Suspect Materials" through the "Project Details Menu". After entering this section, click the to add a Suspect Material. First select a "Category" such as "Ceiling Material", which will filter the next box "Material" down based on the selected category. If you do not see a fitting category or material, you may add one by clicking the next to the drop menu. Please note that if you create a new option it will then become an available option for ALL PROJECTS WITHIN YOUR ORGANIZATION, but it will not be available to other organizations using InspecTech. The following areas such as size, color, pattern, etc. are optional, and you can add options for each of these for your organization the same way you can for Categories and Materials. The "Lab" section can be filled out after testing is completed and will automatically be updated based on the sample results for each Suspect Material.

In order to identify what Rooms contain which Suspect Materials (once Rooms and Suspect Materials are created), Suspect Material Room Associations will need to be made. On the selected Project, proceed to "Suspect Material Room Associations" through the "Project Details Menu". It will be categorized by Room. Click on the desired Room and the next screen will allow you to add Suspect Materials for that Room using the . This process of associating Suspect Materials and Rooms may also be done during the actual Sample collection.

Samples

In a given project, go to the "Samples" section within the "Project Details Menu". As before, click the to create a record for a newly collected sample. A "Create Sample" menu will appear when you select the Suspect Material and the Room. If no association was previously created, this process will automatically create one.

Inside the "Samples" page you may "Group By" different categories including Sample Number, Room, and Suspect Material. If you select a specific collection sample, you will see a details page including information about the Lab Results (once added) and Quantity.

Chain of Custody

In a given project, you can create a Chain of Custody to accompany your samples to the lab of your choice by clicking the "Generate Chain of Custody" button on the top of the page. You will see a page where you can enter the PO#, Sample Date, etc. By default all Samples are selected, so if you wish to not include a sample or set of samples, you will need to manually uncheck them. Proceed by filling out the rest of the information such as Date/Time and Air Bill # and Carrier. Once completed, you can click the "Generate PDF" button to create a PDF of the Chain of Custody. You may save, print, etc. this this PDF as needed. We recommend that when the sample results from the lab are received, you upload this signed and finalized Chain of Custody to the given project via the Project Uploads menu. This will ensure that when you print the report it will include a copy of the Chain of Custody signed by your organization and the lab.

Lab Results

To enter lab result for a set of samples collected in a given project, go the desired project and click the "Enter Lab Results" button on the top of the page. You will see all samples and an area next to it where you may enter the percentage from the received the lab results. You may also add additional samples here by clicking the . When complete, click the "Save" button at the bottom to save the entered results.

Report

To print the completed report for a given project, go the desired project and click the "Print Report" button on the top of the page. This will compile a PDF of the report containing your uploaded header image on the report, and all project uploads (cover photos, floor plans, signed lab results, signed chain of custody forms, etc.) will appear at the end of the document. All the data with relevant information will be organized in a professional and complete report.