Efficient inspections begin with predefined notes
Three Note Hierarchies

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

- 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 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

- 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

- 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

- 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.