Documentation
Everything you need to set up, configure, and get the most out of Core Inspection. 29 articles across 8 sections.
Mobile App
Mobile App — Getting Started
Install the Core Inspection mobile app from the App Store or Google Play, log in, and run the first sync — after that the app works fully offline on site.
Mobile App — Basic Functionality
How the Jobs and Equipment screens work in the Core Inspection mobile app — adding equipment, searching and inspecting items, and marking a job as complete.
Web Portal
Scheduling a Job
Create an inspection job in the Core web portal — pick the client site, date, branch and workers — plus why a job might not appear on a technician's tablet.
Adding a Client
Add a client and their client sites in Core Inspection, with fields for reminder emails, notes copied onto jobs, and site-level inspection intervals.
Performing Inspections in the Web Portal
Run inspections from the Core web portal: open a job's Inspection Reports tab, add inspections against one or many equipment items, and view the certificate.
Sending Reports to Clients
Send clients their inspection paperwork: open a job's summary report, download all certificates at once with Open All, and run a full register report.
Repeating Job Templates
Set up repeating job templates that create pending jobs at set intervals, send reminder emails three weeks out, and appear in the Job Forecast and Scheduler.
Configuring Core
Configuring Equipment Types
Define equipment types in Core: description formulas like <<Manufacturer>> Chain Sling, default inspection intervals, and custom attribute fields.
Configuring Inspection Templates
Build inspection templates in Core: add sections and fields, choose Pass/Fail field types that fail an inspection, and customise certificate layout and colours.
Adding Predefined Comments
Speed up examinations with predefined comments technicians pick and amend on-device — added under Configuration > Predefined Comments with a code and value.
Competencies
Set up competencies that block technicians from examinations they are not qualified for and warn schedulers — examples: Height Safety and a site induction.
Billing
Capture time and materials against jobs and examinations — examination codes, tags, parts — and review them in Service Records and job card reports.
Two-Factor Authentication (2FA)
How two-factor authentication works for Core Inspection web logins: authenticator app setup, Staff Only and All Users modes, trusted devices, and admin resets.
Configuring Documents
Configuring the Equipment Register Template
Customise the equipment register report in Word: download a template, group by pass/fail if needed, upload it, and use <<tag>> placeholders for equipment data.
Configuring Job Summary Templates
Design job summary reports in Word or Excel: download a template, upload it to Core, and build the layout with <<tag>> placeholders for job and inspection data.
Configuring Certificate Templates
Format inspection certificates with Word templates: upload them, set a default, and use <<tag>> placeholders for client, job, equipment and inspection data.
Setting Up DNV-ST-E271 Lifting Set Certificates
How to configure Core for DNV-ST-E271 (DNV 2.7-1) and DNV-ST-E273 work: the equipment type with component traceability attributes, the Certificate of Test and Certificate of Inspection templates, the traceability block and proof loads on the certificate, numbering and revision control.
Customer Portal
Customer Portal — Getting Started
How clients log in to the Core Inspection Client Portal to view job and equipment registers, download certificates and reports, plus login troubleshooting.
Customer Portal — Equipment Register
The portal's Equipment Register: search and filter equipment, export to Excel, bulk-download certificates, change locations, add attachments, and archive items.
Customer Portal — Job Register
The portal's Job Register: search and filter inspection jobs, open the Job Summary to see results and certificates, and export the full register to Excel.
Dashboard
Dashboard Introduction
Set up the Core Inspection dashboard: add and move graphs, copy a dashboard to other users, and a reference for each report's parameters and alert levels.
Dashboard Reports
The three per-user dashboard reports (Jobs Not Approved, Active Jobs, and Job Hours Scheduled Next 5 Weeks) with their grace-day and alert threshold settings.
Integrations
Office 365 Calendar Integration
Push scheduled Core Inspection jobs into workers' Outlook calendars: create an Azure app registration, grant Graph permissions, and sync every 5 minutes.
Xero Integration
Connect Core Inspection to Xero: import parts, add them to service records, then push completed jobs across as draft invoices for the right customer.
API
API — Technical Overview and Setup
Get started with the Core Inspection REST API: Basic Auth with an admin login, a /HeartBeat connection test in Postman, and the full Swagger method list.
API — General Structure and Principles
REST conventions used across the Core Inspection API: response codes, GET/PUT/PATCH behaviour, pagination headers, and change tracking with modifiedDt.
API — Object Definitions
Field-by-field schema reference for Core Inspection API objects: Client, ClientLocation, Equipment, Inspection, Jobs, and ServiceRecord, with notes.
API — Specific Methods
Endpoint reference for the Core Inspection REST API — clients, equipment, equipment types, inspections, and jobs, with query parameters and request examples.
API — Customer API Calls
How your clients pull their equipment and inspection data from Core: API licensing, finding the Client ID, the customerequipment endpoint, and Basic Auth.