How to Setup DVI Notes

Efficient inspections begin with predefined notes

Three Note Hierarchies

note strategy in DVI Notes Setup

Initiate an effective note strategy in DVI Notes Setup

  • Uncategorized Notes – These appear for any line item on any sheet where category or itemized notes are absent.
  • Categorized Notes – These override any global notes.
  • Itemized Notes – These override any Categorized notes.

Uncategorized Notes

Three Note Hierarchies
  • These notes are useful for a “hands off” admin process.
  • These notes populate across ALL categories and ALL line items and ALL Sheets.
  • These notes are great for pre-populating general notes.

To make Global and Categorized notes most effective – restating the line item to group your notes is an effective way to narrow predictions accurately when using predictive text.

Categorized Notes

Categorized Notes
  • Categorized notes are sheet and category specific.
    • This means that they will not populate for other sheets.
  • Categorized notes override all global notes.
    • No global notes will appear if category notes are present.

Itemized Notes

Categorized Notes
  • Itemized notes are sheet, category, and item specific.
  • Itemized notes do not populate for other Sheets.
    • Itemized notes override all Global and Categorized notes.
  • Itemized notes are specific to a single Inspection Line Item.
    • Itemized notes will automatically assign the severity level based upon the note selected

Itemized Notes Setup

Categorized Notes
  • Select the Sheet you would like the notes to appear in.
  • Selecting the Category and Item.
  • Build or copy and paste your desired itemized notes list in the text entry box starting a new line for each note. Click the Add Note button when your list is finished.
  • Item Status can be preselected, or very easily changed later. Most users opt to enter all notes as ‘X (red)’ and adjust later.
  • Adding multiple notes for a single line item can be done by pressing the return/enter key on your keyboard. New lines are separate notes.

Using a word processing document to build your itemized notes list makes the task much easier. Cloud documents like google-docs make for easy team collaboration. Simply copy and paste the notes into the text entry section. See our video on this.

Finalizing your Itemized Notes

Categorized Notes
  • Ensure the note is in the proper category and line item.
  • Select the severity to auto-assign status (Green/Yellow/Red) when selecting the note in the DVI.

Note: Severity selection can always be overridden by the technician when performing the DVI.


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