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.

Inputting Inspection Data

You can download a PDF guide by clicking this link or read below for how to Input an Inspection.

To input Inspection Data, Log in to your BSI account and go to the ‘BSI Upload’ page and click Actions – ‘Input Inspection Data’ for the inspection you have been assigned to.


Once you click on this link you will be taken to the main data entry area. Entries are done by Module/Component.

To navigate between modules you can either select the module from the drop down menu at the top:

or by using the buttons at the bottom of the page:

As you upload files they are saved automatically so you do not need to save between modules. You can see the status of uploads by looking at their progress bars. You can change between components while the files are uploading just ensure they are all finished before you close off the inspection/ finish later.


Within the component view there are fields that vary depending on the area of the engine you are in but most are the same.

First is the Serviceable Radio Box. You may select serviceable, unserviceable or not inspected if it was not part of your inspection. Selecting unserviceable also creates an alert for online viewers of the report to highlight an area of the engine that needs attention.


Next is the checkbox area – NOTE this is not visible for every component just those that are relevant. Please select the values that match your findings


Written Findings can be entered next, this should be any narratives that you want for the general component. You can choose to format these (eg use bold or underline) for the online report viewers but they will be standardised for the printable pdf report.


Photos are entered next and can be uploaded by either dragging and dropping them into the photo area or by clicking select photos and adding them that way. when you add a photo you will have the option to add an AMM reference page (1)  and a caption (2). This caption will output on the online and pdf report and the AMM reference should be to the page number on the PDF, entering this will allow viewers of the report click the page and be taken directly to the page to see the reference. To include the picture in the pdf report click the box (3). To delete the photo click the delete button.


In a similar way to Photos Videos can be either dragged or selected from your file explorer / finder by clicking the button. We recommend MP4 for video uploads.


Finally you can attach AMM manual references in the final box. To do this take a screenshot and highlight any areas you want highlighted and the save them into this section. These will form the appendixes of the PDF report.


At any stage you can choose the option at the bottom to view draft to see how the report will look to this point in time.

Once complete you can either click finish later to come back and edit further / upload more images/ videos if the connection speed was not sufficient in your location

or Finish and Sign Off to complete your report. From there you will be taken to the sign off page.


The sign off page allows you to attach the ARC and also to upload an electronic signature for the PDF report. Alternatively you can choose to sign off manually via checkbox and this will generate the pdf report for you to print off and sign. NOTE: Once you finish an inspection here it is closed to further edits and you will need to get a company admin to open it again if you want to add more content. If you clicked in accidently you can choose cancel to go back and edit further.


Once Finished the report is complete and submitted. No additional inputs or formatting are required by you.

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.