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Report Distribution

PDM’s report distribution can be customized to deliver any and all reports to individual users based on their role within the organization. This allows the administrator the ability to provide only summary reports to upper management while having the detailed reports delivered to supervisors and other cleaning personnel.

By default, PDM creates a set of reports by role. The administrator can edit these defaults and create their own report set to be available to individuals. Currently, PDM has the following roles:

Admin

The Admin role can do the following:

• Create new sites under assigned accounts
• Edit the condition list of assigned accounts
• Manage all users associated with assigned accounts with a role that's lower than admin
• Edit all details of assigned sites (including all structures inside those sites)
• Manage inspection periods and inspections / view inspection reports of assigned sites
• Conduct inspections for assigned buildings

Inspector Admin

An inspector admin can:

• Manage the building assignments of inspectors under assigned accounts
• Manage all inspector users associated with assigned accounts
• Manage inspection periods and inspections of assigned sites
• Conduct inspections and view inspection reports for assigned buildings

Inspector

An inspector can:

• Edit assigned buildings (and the floors and rooms inside them)
• Conduct inspections and view inspection reports for assigned buildings
• Mark an inspection period as finalized and send notifications for reports

Client

A client can:

• View inspection reports for assigned buildings

Vendor

A Vendor can:

• View inspection reports for assigned buildings