How-to Guides
Each guide walks you through a specific task from start to finish — pick the one that matches what you need to do. For background on how each feature works, see the Reference section.
Find the right menu
Section titled “Find the right menu”Choose a task to see where to start, then open the guide for the full steps.
- Open the Home sidebar
- Choose an account or recent project
- Open your project
Use the sidebar to find an account, choose a project, or return to one you have used recently.
- Find the equipment row
- Select its three-dot button
- Use the details panel beside the grid
The three-dot button opens item details. The adjacent arrow opens a separate row menu.
- Select equipment
- Check Selection Count
- Choose Inspection → Download
Build an Inspection Work Pack with the equipment and check sheets you need on-site.
- Select items in the Inspection App
- Open the sidebar → Transfer
- Choose QR code or .iwt file
Start the transfer in the app, then follow the guide for your chosen upload method in Tag Browser.
- Arrange columns, filters, and sorting
- Choose Grid Layout → Save this grid’s layout
- Load the layout on another device
Your current device remembers grid changes automatically. Save a copy to your account to use it elsewhere.
Browse by topic
Section titled “Browse by topic”Grids
Filter, sort, select, and update rows. Configure layouts for your work and reuse them on another device — Filtering and sorting, Selecting items, Inline updates, Configure and save grid layouts.
Inspections
Install the Inspection App, download a work pack, complete check sheets, and upload results — Install the Inspection App, Downloading an IWP, Filling In the Check Sheet, Uploading Results, Merging Work Packs, Reviewing and Approving.
Managing project items
Add, edit, archive, and delete items on the Project Dashboard — Equipment, Associated Equipment, Documents, Defects, Actions.
Data Management
Import, export, and back up project data — Importing Data, Exporting Data, Backing Up Projects.