# Inspector Portal Button Glossary

> Every key button in the RAZE Inspector Portal, screen by screen, with what happens when you click it.

Product: RAZE Inspector Portal
Runs on: Desktop and tablet. The RAZE Inspector Portal is a web app for desktop and tablet browsers, not a phone app.
Product guides: https://getaraze.com/tools/inspector-portal
Source: https://getaraze.com/tools/inspector-portal-button-glossary
All guides: https://getaraze.com/tools

## Quick Reference

- Each screen below is numbered. The number on the picture is the number in the list.
- Submit Report sends your report to the lender. Save keeps a Questionnaire page as you go.
- The status badge in the About panel is a button: click it to change the status.
- Lender Rejected greys out Submit Report until the status is back to In Progress.

## Before You Start

- You're signed in at portal.getaraze.com with your own RAZE account.
- People and the team screens show only for company managers and admins.
- For the full steps, open the guide the button belongs to. Each item names it.

## Step 1: The Jobs List and Map View

**1. Jobs.** In the left sidebar. It opens the Jobs list, one row per inspection, which is where you land after you sign in. See Finding Your Jobs in the Jobs List.

![The Jobs list: Jobs (1), People (2), Map View (3), the search fields (4), Filter (5), Display (6) and a job row (7).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/01-jobs-list.webp)

**2. People.** In the left sidebar, for company managers and admins. It lists every inspector registered under your company. See Managing Your Inspector List.

**3. Map View.** Beside List View at the top of Jobs. It shows every assigned inspection as a pin on the map, so you can see which properties sit close to each other. List View shows the same assignments as a table. See Planning Your Route with Map View.

**4. Name, ID and Date.** Type in Name or ID, or set a Date range, to narrow the table. See Finding Your Jobs in the Jobs List.

**5. Filter.** Opens the Advanced Filters panel on the right. See Filtering the Job Queue.

**6. Display.** Chooses which columns show, so the view fits the way you work.

**7. A job row.** Each row is a property to inspect. Click any row to open the job on its Overview tab.

**8. View Job Details.** Click any pin on the map: a card shows the Inspection Name, Inspection Number and Status, so you can confirm the job before you head out. View Job Details opens the job. See Planning Your Route with Map View.

![Map View: a pin's summary card with View Job Details (8).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/02-map-pin.webp)

## Step 2: Advanced Filters

**1. Lender, status and assignment.** Narrow the list by Lender (Institution Code), Job Status, Assigned By Account or Pre-Assigned By Account. See Filtering the Job Queue.

![Advanced Filters: the basic filters (1), Has Job Report (2), More Filters (3), Reset (4) and Apply (5).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/03-advanced-filters.webp)

**2. Has Job Report.** Tick it to keep only the jobs that already have a report attached.

**3. More Filters.** Opens the extra filters, from External Instance Code to Max Records. Less Filters folds them away again.

**4. Reset.** Clears every active filter and returns to the full view.

**5. Apply.** Refreshes the list with your filters.

## Step 3: The Job Page and Its Status

**1. Overview, Questionnaire, Draw Sheet and Photos.** The four tabs hold the whole inspection: everything you complete, document and submit. The job opens on Overview. See Reading the Job Overview.

![A job page: the tabs (1), Past Jobs (2), Submit Report (3) and the status badge (4).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/04-job-page.webp)

**2. Past Jobs.** On Overview. It lists earlier inspections on the project with their status and submitted date.

**3. Submit Report.** At the top right of the job. It opens Customize Report, then the report preview, where you send the report. It is greyed out while the status is Lender Rejected. See Submitting the Report.

**4. Status badge.** In the About panel. Click it to open Edit Status. Changing the status sends automatic notifications to everyone on the job. See Reopening an Inspection After a Rejection.

**5. Update Status.** Lists Lender Open, In Progress, Submitted and Lender Rejected. To fix a rejected report, choose In Progress.

![Edit Status: Update Status (5) and Save (6).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/05-edit-status.webp)

**6. Save.** Saves the new status. A Status updated message appears and the badge shows the new status.

## Step 4: The Questionnaire

**1. Page list.** On the left. Each page holds collapsible sections of questions; work through the pages in order. See Completing the Questionnaire.

![A Questionnaire page: the page list (1), Save (2) and Tag Photo (3).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/06-questionnaire.webp)

**2. Save.** At the top of each page. Click it as you go.

**3. Tag Photo.** At the top of each section. Click it, pick the photos that support the answer, then click Done Tagging.

**4. Alerted.** The toggle under an answer. Turn it on when the answer needs the lender's attention: alerted items are highlighted in the summary, so reviewers find them without reading the whole form.

![The Alerted toggle (4), turned on.](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/07-alerted.webp)

**5. Done Tagging.** Click it once you have picked the photos. Tagged photos appear under the question and link your observation to its evidence.

![Done Tagging (5), with six photos tagged to the first question.](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/08-done-tagging.webp)

## Step 5: The Draw Sheet and Photos

**1. Current%.** Enter the total approved progress to date for each line item, not only the work since your last visit. Available% is your hard limit. See Completing the Draw Sheet.

![The Draw Sheet: Current% (1) for the first line item.](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/09-draw-sheet.webp)

**2. Photo card.** Each photo on the job is a card with its timestamp and file size. Click a photo to edit it, or click Upload to add photos. See Uploading and Tagging Photos.

![The Photos tab: a photo card (2).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/10-photos.webp)

**3. Comment.** The Upload Photos window steps through the photos one at a time. Add a Comment to each, and Latitude and Longitude if you want the location on record.

![Upload Photos: Comment (3) and Submit (4).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/11-upload-photos.webp)

**4. Submit.** Click it once the photos and their details are ready.

## Step 6: Submitting the Report

**1. Separate Photo Details.** Turn on Separate Photo Details into a downloadable PDF only if you want the photo details as a separate download. The main report is still submitted to RAZE. See Submitting the Report.

![Customize Report: the photo details switch (1) and Generate Report (2).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/12-customize-report.webp)

**2. Generate Report.** Builds the report and opens its preview.

**3. Submit Report.** At the bottom of the preview. Check the pages, then click it: the status changes to Submitted and the lender is notified in the Ordering Engine.

![The report preview with Submit Report (3).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/13-report-preview.webp)

**4. Upload icon.** In the About panel's Report block. It opens Upload PDF, to attach a PDF to the job.

![The Report block's upload icon (4).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/14-report-block.webp)

**5. Select to Upload.** Picks the file, 10 MB at most. The file appears with its size.

![Upload PDF: Select to Upload (5) and Submit (6).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/15-upload-pdf.webp)

**6. Submit.** Attaches the PDF. Add a Comment first if the lender needs context.

## Step 7: People and Inspector Profiles

**1. Name, Status and ID.** Filter your team by Name, Status or ID. See Managing Your Inspector List.

![People: the search fields (1) and Display (2).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/16-people.webp)

**2. Display.** Opens Column Configuration: tick the columns you need, such as Work States, Work Lenders, Uploaded Count and Insp In Progress.

**3. Assignments, Devices & Notifications and Audit.** The tabs beside Overview on an inspector's profile, for checking their work. See Auditing an Inspector's Work.

![An inspector's profile: the tabs (3), Messages & Notifications (4) and the open Action menu (5).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/17-profile.webp)

**4. Messages & Notifications.** Opens Send Message: a Title, a Body, an optional Topic and Advanced Data. The message goes to the inspector's registered device. See Setting Up an Inspector Profile.

**5. Action.** Holds Change Institution, Deactivate and Delete. Use Deactivate to suspend access and keep the inspector's history; Delete removes the account for good.

**6. + Add.** Adds a row to Authorized Lenders, the lender accounts the inspector can work on. Work Locations has its own + Add for the states the inspector is licensed in. See Setting Up an Inspector Profile.

![+ Add on Authorized Lenders (6).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/18-authorized-lenders.webp)

## Step 8: Auditing an Inspector's Work

**1. Pre-Assigned.** The Assigned and Pre-Assigned toggle at the top of Assignments. Assignments lists every job tied to the inspector, assigned or pre-assigned, each with the lender, project, job number, address, status and the date it last changed. See Auditing an Inspector's Work.

![Assignments: the Assigned and Pre-Assigned toggle (1) and the Status filter (2).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/19-assignments.webp)

**2. Status.** Filter by Status to see what is still In Progress.

**3. Map View.** On Devices & Notifications. It shows the route as numbered pins joined by a line, useful when you need to confirm the inspector visited the property.

![Devices & Notifications: the device cards and Map View (3).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/20-devices.webp)

**4. +N badge.** In the audit log. When several fields changed at once, click it to see the full list.

![The audit log, with the +N badge (4) open.](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/21-audit-log.webp)

## Step 9: Account Settings

**1. Your name or avatar.** At the bottom of the left sidebar. It opens Account Settings on General, with your First Name, Last Name, Company, Email and Phone Number. See Updating Your Account Settings.

![Account Settings: your name (1), Login & Password (2) and Save (3).](https://getaraze.com/images/docs/inspector-portal/inspector-portal-button-glossary/22-account-settings.webp)

**2. Login & Password.** Sets a new password. Use a strong, unique one and change it right away if you think it may have been exposed.

**3. Save.** Saves the changes on General.

## Step 10: Status Indicators, Not Buttons

**Lender Open and In Progress.** In the Jobs list's Status column. Lender Open means the job is waiting for you to start; In Progress means work is underway.

**Lender Rejected and Submitted.** Lender Rejected locks the report until the status moves back to In Progress. Submitted means the report is back with the lender.

**Required and Alerted counters.** On each Questionnaire page and section. Required: 0/1 means one required answer is still missing.

**Approved and Pending Approval.** In the People list's Status column, for each inspector.

## Tips

**DO**
- Click Save on each Questionnaire page as you go.
- Check the Required count on every page before you click Submit Report.
- Check Due Date before you start a job.
- Choose In Progress to fix a rejected report.

**WATCH FOR**
- Reset. It clears every active filter.
- Delete in the Action menu. It removes the account for good.
- A greyed-out Submit Report. Check the status badge.
- Changing the status. It notifies everyone on the job.

## Troubleshooting

**Q: Submit Report is greyed out.**
A: The status is Lender Rejected. Click the status badge in the About panel, choose In Progress under Update Status and click Save.

**Q: I don't see People.**
A: Your role sets what you see: field inspectors see Jobs, and company managers and admins also see People. Ask your company administrator about your role.

**Q: A button I see in the portal isn't listed here.**
A: This glossary covers the buttons the Inspector Portal guides use. Ask about any other button through Need Help below.

## Need Help?

Email RAZE support at contact@getaraze.com, or send a support request from https://getaraze.com/tools.