Creating Instant Links (Inspector and Viewer)

Within Instant BSI there can be a requirement to have people view or indeed upload an inspection without creating an account for them. This is particularly useful if you are subcontracting an inspection out to a 3rd party BSI company or when circulating an inspection for viewing among people not in your company.

Creating an Instant Inspector Link

Go to the inspection listing page for your company

Click on Actions and select Get Instant Inspector Link

This opens a modal containing the link with a button to copy it to your  clipboard. You can now create an email or a text message to the inspector and paste the link into the body to send them the link.

When received the inspector clicks the link they will be brought to the inspection listing where they will only see their assigned inspection.


Creating an Instant Viewer Link

To create an Instant Inspection Link go to your Inspection Reports (BSI View)

Select Actions and choose Get Instant Viewer Link

This opens a modal containing the link with a button to copy it to your  clipboard. You can now create an email or a text message to the viewer and paste the link into the body to send them the link.

When received the viewer clicks the link they will be brought to the inspection view listing where they will only see their assigned inspection.

Managing / Adding Users

There are 3 access types within Instant BSI Inspector, Viewer and Administrator. To add/ amend users you should login and on the right hand menu click ‘My Account’ and then select ‘Manage Users’.

Invite/ Create Inspector

Inspectors can be added from the Invite Inspector tab. You can assign them an employee ID if you wish but the only required entry is their email address. You can choose to either invite them to all inspections (NOTE: this includes all future inspections within your company) or to specific inspections by clicking the relevant box beside the inspections in the right hand list.

 

Invite/ Create Viewer

Viewers can be added from the Invite Viewers tab. You can assign them  an employee ID if you wish but the only required entry is their email address. You can choose to either invite them to all inspections (NOTE: this includes all future inspections within your company) or to specific inspections by clicking the relevant box beside the inspections in the right hand list.

Invite/ Create Admin

Viewers can be added from the Invite Admin tab. You can assign them  an employee ID if you wish but the only required entry is their email address. Note Admins have access to all permissions described above, these accounts should only be issued to suitably cleared employees / agents.

User Access Levels

Within Instant BSI there are 4 levels of user. These are:

User Type Details
Account Manager One per Company Account. Can create, edit, and delete: engines, inspections and users (including admins).
Admin Can create, edit, and delete: engines, inspections and users (excluding other admins).
Viewer Can view inspections online of either selected or all inspections (Access type is set by Admin).
Inspector Can populate and/or view inspections online of either selected inspections or all inspections (Access type is set by Admin).

User Management

Requires Admin permissions. To access user management click on ‘My Account’ in the header and then ‘Manage Users’.

 

Editing User

In the first screen ‘Users’ you can click on ‘Actions’ per user and either change their role, delete them, or if they have the Viewer/Inspector roles assign them to inspections.

 

Invitations

 

 

Within Invitations you can view any outstanding invitations sent to a user and edit or delete them if they are no longer relevant. To re-send the email invitation click ‘Resend’ on the ‘Actions’ menu.

You can click ‘Copy Invite Link’ to copy the invitations sign in url to your clipboard for manual sending.
Paste this link by holding ‘Control’ and clicking ‘v’ on your keyboard.

Invite Inspector

Inspectors can be added from the Invite Inspector tab. You can assign them an employee ID if you wish but the only required entry is their email address. You can choose to either invite them to all inspections (NOTE: this includes all future inspections within your company) or to specific inspections by clicking the relevant box beside the inspections in the right hand list.

 

Invite Viewer

Viewers can be added from the Invite Viewers tab. You can assign them  an employee ID if you wish but the only required entry is their email address. You can choose to either invite them to all inspections (NOTE: this includes all future inspections within your company) or to specific inspections by clicking the relevant box beside the inspections in the right hand list.

Invite Admin

Viewers can be added from the Invite Admin tab. You can assign them  an employee ID if you wish but the only required entry is their email address. Note Admins have access to all permissions described above, these accounts should only be issued to suitably cleared employees / agents.

Adding an Engine

To add an engine you can go to Engine Profiles in the top menu and then select ‘Create Engine’

 

In the next menu choose your Engine Model from the list of Engines – sorted alphabetically.
Insert the serial number of the engine. Choose Create to create the engine.

 

Once created you will be brought back to your engine list.
If you want to change the serial number or model you can edit it here by selecting Actions and then Edit.