4-Point Insurance Inspection Module

I.  Introduction

The 4-Point Insurance Inspection Module allows you to fully satisfy the requirements of home insurance providers while easing system condition surveys and expediting report production. The module focuses only on four main areas of interest in a home (electrical, HVAC, plumbing, and roof) and works in conjunction with the Home Inspection Module, which means data previously introduced in this last module will automatically appear in the 4-Point Inspection Insurance Module. 

This module is organized into six horizontal tabs:

  • Photo Requirements - Electrical
  • HVAC - Plumbing
  • Roof
  • Additional Comments
  • Pictures
  • Attachments

It also includes an Options menu, located in the upper right of the window and available on each of the aforementioned tabs (see a detailed explanation, below).

II.  Photo Requirements - Electrical Tab

The Photo Requirements - Electrical tab (see above) will show the electrical information that you added when working in the Home Inspection Module. If you have not performed a home inspection before, then complete all applicable fields. 

      II.A   Minimum Photo Requirements Section

The Minimum Photo Requirements section allows you to keep a better track of the photos that will be included in the report.  

Use the checkboxes to select them.

      II.B    Electrical System Section

The Electrical System section allows you to enter/edit data related with the electrical system (main panel location, wiring type, etc.) and indicate the hazards that you found during the inspection. 

Use the available drop-down menus and checkboxes to introduce or modify the information.

    II.C    Options Menu

The Options menu allows you to manage the 4 Point Insurance Inspection Module templates.

In the upper right of the window, click on  to open the menu.

Update from a template - updates ...

Update from default template - updates the file based on the 4-Point Inspection default template.

Update from LICIEL default template - updates the file based on the 4-Point Inspection databases saved in the Database Management section of your Software Settings tool.

Load template - uploads a template saved in your computer. 

Load default template - uploads a default template saved in your computer. 

Load LICIEL default template - uploads a LICIEL template saved in your computer. 

Edit template - allows you to modify the content of the 4-Point Inspection tabs. 

Save as template - allows you to save your edits as a template.

Save as default template - allows you to save your edits as a default template.

 

III.  HVAC - Plumbing Tab

The HVAC - Plumbing tab will show data previously added in the Home Inspection Module about the Heating, Ventilation, and Air Conditioning system, as well as about the plumbing and its components. 

    III.A   HVAC System Section

The HVAC System section allows you to enter/edit the main information about this system (age, last update, etc.) and indicate the hazards that you found while inspecting it.

Use the available drop-down menus and checkboxes to introduce or modify the information.

    III.B   Plumbing System Section
The Plumbing System section allows you to enter/edit data related with the plumbing and its components (age, last update, pipes, water heaters, etc.) and introduce the deficiencies that you found during the inspection. 

Use the available drop-down menus and checkboxes to introduce or modify the information.

IV.  Roof Tab

The Roof tab will show the roof information that you added when working in the Home Inspection Module.

    IV.A   Predominant Roof Section
The Predominant Roof section allows you to enter/edit data associated with the main roof (covering material, age, remaining useful life, etc.), and indicate its signs of damage and overall condition. 

Use the available drop-down menus and checkboxes to introduce or modify the information. You can also add any additional data in the Explain text field. 

    IV.B   Secondary Roof Section
The Secondary Roof section allows you to enter/edit data associated with the secondary roof, if any, and indicate its signs of damage and overall condition. 

Use the available drop-down menus and checkboxes to introduce or modify the information. You can also add any additional data in the Explain text field. 

V.  Additional Comments Tab

The Additional Comments tab allows you to enter details/descriptions, if any, about the systems and components that you inspected. 

Use the Additional Comments or Observations section's text field to introduce them.

VI.  Pictures Tab

The Pictures tab allows you to add photos and manage them depending on your needs. Images previously added in the Home Inspection Module will display in the List of Images section when unchecking the Only 4-Point Inspection checkbox. 

    VI.A   List of Images Section

Use these options and buttons to manage the List of Images section.


 to show/hide images with comments. to share the selected image with the Wind Mitigation Inspection.

to display 4 PT photos. When unchecked, it will show the Home Inspection images. to edit the image's location name.
to hide/display the photo's previews. to display the following menu to unlink/delete the selected image and remove all photos:

  to move the selected image up in the list.* to rotate the selected image.
  to duplicate the selected image's location. to add a photo.
to share the selected image with the Home Inspection module. to move the selected image down in the list.*

*To activate the  functions:

1.  On the Home screen's Menu bar, click on Tools drop-down menu> Software Settings> Jobs> Floorplans/Photo.
2.  Check the  box.

3.  Click on the Yes button when closing the window.

4.  Back on the Home screen, click on .

       

    VI.B   List of Images Section's Columns

When unchecking the box, you will see the three List of images section's columns: 

  1. Picture: Shows a photo series number associated with the selected image.
  2. Location: Shows the selected image's location.
  3. Path: Shows the selected image's path on your computer.

 

VII.  Adding an Image Using Drag and drop Option

There are two methods for you to add images using the drag and drop option:

  • Drag and drop into the List of images section
  • Drag and drop into the Photo Caption Quick Buttons


    VII.A  Dragging and Dropping Photos into the List of Images Section

    1.  Select the image that you want to add from your computer; then, drag and drop it into the List of Images section.

The image will appear in the list immediately, but it will not show a location's name.

    2.  Click on to open the Edition window (see below).

    3.  Enter the location's name.

    4.  Click on to save it. To cancel the operation, click on .

The image will show the location's name immediately.

   
    VII.B  Dragging and Dropping Images into the Photo Caption Quick Buttons

    1.  Select the image that you want to add from your computer; then, drag and drop it into a Photo Caption Quick Button.

The selected image will appear in the List of images section and it will show the quick button's name.

   2.  Edit the Photo Caption Quick Button as needed. To do so, right-click on the button in question to display the following menu (see below).

   3.  Select the Edit this text option.


The Edition window will appear (see below). 

    4.  Introduce the quick button's new name in the available text field.


     5.  Click on  to save it. To cancel the operation, click on . 

The photo caption quick button will show the change immediately.

    6.  Check the  box to display the image's preview.

    7.  Click on the quick button again to link it with the image. 

The selected image will show the quick button's new name.

If you want to remove the quick button's name, kindly refer to section "XV.B  Deleting a Button's Name", later in this article.  

      VII.B.1   Working on the Edition Window

While working on the Edition window (see above) to edit the quick button's name, you can also do the following: 

a)  Share a selected image with other module. 

b)  Add a caption on a selected image and sharing it with other module.

    a)  Sharing a Selected Image with Other Module 

    1.  In the Photo Caption Quick Buttons section, right-click on the button you are working with.

    2.  Select the Edit this text option from the menu to display the Edition window (see below).

    3.  Right after the quick button's name, enter the # symbol and a module abbreviation to indicate that you are sharing the selected image with other module (e. g. the Home Inspection Module, which abbreviation is HI).


    4.  Click on  to save it. To cancel the operation, click on . 

The photo caption quick button will show the abbreviation immediately.

And the selected image will be shared with the selected module.

Note: If you are working with the Home Inspection module, and would like to share photos with the 4 Point Insurance Inspection Module, you just have to enter the # symbol plus the 4 Point Inspection abbreviation (4PT) right after the quick button's name. 

b)  Adding a Caption on a Selected Image/Sharing it with Other Module

    1.  In the Photo Caption Quick Buttons section, right-click on the button you are working with.

    2.  Select the Edit this text option from the menu to display the Edition window (see below).

    3.  Right after the quick button's name, enter the braces ( {} ) and the caption that you want to add to the selected image. 


    4.  Click on  to save it. To cancel the operation, click on . 

The quick button will register the caption. 

Move your mouse over the button to visualize it.

If you want to share the captioned image with the Home Inspection module, then add the # symbol again, the HI abbreviation, and the respective area's printing code.

Click on  to save it. To cancel the operation, click on . 

The quick button will show its name, the Home Inspection abbreviation, and the area's printing code.

It will also register the caption. 

Move your mouse over the button to visualize it. 

    5.  Click on the quick button again to link it with the image. 

The image will show the caption immediately.

It will also appear in the Home Inspection module's List of images section, and it will show the area's printing code plus the caption that you just shared. 

Note: For the rest of the quick button's functions, kindly refer to section "XV. Photo Caption Quick Buttons", later in this article.

VIII.   Adding an Image Using the Camera Button

Besides adding photos using the drag and drop option, you can also add them using the camera button, but make sure that there is at least one photo in the List of images section. 

    1.  In the List of Images section, click to highlight the Location where you want the new photo to appear.

    2.  Click on  to display the Image Selection window if you want either to associate an existing photo from your hard drive or data storage devices, or take a new photo, if your hardware is capable.

    3.  Upload the image.
The picture will be added to the List of Images section.  It will show the same Picture series number and the same Location's name than the reference location. 

To change its location's name, kindly refer to section "X.  Editing a Picture's Location Name". 

IX.  Duplicating an Image's Location

    1.  In the List of Images section, click to highlight the picture's location that you want to duplicate.

    2.  Click on .

A new line will display in green in the List of Images section. It will show the same Picture series number and the same Location's name than the reference location, but it will not show its path since the photo was not duplicated.

    3.  Add it a photo by following the above mentioned steps (section "VIII.  Adding an Image Using the Camera Button").

X.   Editing a Pictures Location Name

    1.  In the List of Images section, click to highlight the picture's location that you want to edit.

    2.  Click on  to display the Edition window (see above - section "VII.A  Dragging and Dropping Photos into the List of Images Section" ). 

    3.  Make the desired changes. 

    4.  Click on  to save the edit. To cancel the operation, click on .

The new picture's location name will appear on the list immediately.

XI.  Unlinking/Deleting an Image and Removing all Photos         

    XI.A  Unlinking an Image

     1.  In the List of Images section, click to highlight the picture that you want to unlink.

     2.  Click on to display the following menu (see below):

    3.  Select the Unlink photo option.

The image will disappear from the list, but its location will stay just in case that you want to link another photo on it.

    XI.B  Deleting an Image

     1.  In the List of Images section, click to highlight the picture that you want to remove.

     2.  Click on to display the following menu (see below):

    3.  Select the Delete photo option.

A confirmation/countdown pop-up window will appear.

    3.  Click on the Yes button to confirm the deletion, or on the No button to cancel it.

    XI.C  Deleting all Images

     1.  Click on to display the following menu (see below):

    2.  Select the Delete all photos option.

A confirmation/countdown pop-up window will appear.

    3.  Click on the Yes button to confirm the deletion, or on the No button to cancel it.

XII.   Rotating an Image

    1.  Uncheck the Auto-Caption box.

     2.  In the List of Images section, click to highlight the picture that you want to rotate.

To see the image's previews, move the mouse up and down on the Picture column.           

    3.   Click on  as much as necessary until the image is to your liking.

XIII.  Sharing an Image with the Home Inspection Module

    1.  In the List of Images section, click to highlight the picture that you want to share.

    2.  Click on . 

The selected image will appear in the Home Inspection module.

XIV.  Sharing an Image with the Wind Mitigation Inspection

    1.  In the List of Images section, click to highlight the picture that you want to share.

    2.  Click on . 

The selected image will appear in the Wind Mitigation Inspection module.

XV.   Photo Caption Quick Buttons Section

This section allows you to associate your photos with default photo caption quick buttons, and edit the quick button's names as explained in section "VII.B  Dragging and Dropping Images into the Photo Caption Quick Buttons".

It also allows you to add names to a blank buttons and delete button's names, as explained below. Since the buttons are editable, you can also create a personalized database via the Software Settings tool (see explanation later in this article). 

    XV.A   Adding a Name to a Blank Button

    1.  In the Photo Caption Quick Buttons section, click on  to display the Edition window:

     2.  Enter the button's name.

    3.  Click on  to save the addition. To cancel the operation, click on .

The photo caption quick button will show the name immediately.

    XV.B   Deleting a Button's Name

    1.  In the Photo Caption Quick Buttons section, right-click on the button that you want to remove the name to display the options menu. 


    2.  Select the "Delete this text" option.

The photo caption quick button will be blank again.   

XVI.   Customizing the Buttons Via the Software Settings 

    XVI.A   Adding a Name to the Photo Caption Buttons

    1.  On the Home screen's Menu bar, click on Tools> Software Settings.

The Software Settings window will open. 
    2.  Click on Databases> Drop-down Menus to display the following window:
    3.  From the Function's drop-down menu, select the Home Inspection - Photo Caption Buttons for 4 PT Inspection option. 

     3.  On the following window, click on  to create a new line at the bottom of the photo caption quick buttons list.

     4.  Double-click on the line to display the Edition window:


     5.  Enter the button's name.

    6.  Click on  to save the button's name. To cancel the operation, click on . 

    7.  Back on the Software Settings window, click on .

The photo caption quick button's name will appear in the selected line.

    XVI.B   Editing a Button's Name

    1.  On the Software Settings window, select the line to be edited.

    2.  Click on  to display the Edition window (see above).

     3.  Modify the text as needed.

    4.  Click on  to save the edits. To cancel the operation, click on . 

    5.  Back on the Software Settings window, click on .

The photo caption quick button's name will change immediately.

Note: You can also edit the button's name by double-clicking on the line to be edited to display the Edit window; then, follow the above mentioned steps (steps from 3 to 5).

    XVI.C   Duplicating a Button's Name

    1.  On the Software Settings window, click on the reference line you want to work with.

    2.  Click on .

The duplicated button's name will appear below the reference line.

    XVI.D   Deleting a Button

    1.  On the Software Settings window, click on the line that you want to remove.

    2.  Click on .

A confirmation/countdown pop-up window will appear.

     3.  Click on the Yes button to confirm the deletion, or on the No button to cancel it. 

    XVI.E   Saving all Changes
   

    1.  After finishing all additions/changes/deletions on the Photo Caption Buttons for 4 PT function, click on .

    2.  Close the Software Settings window, then click on the Yes button in the confirmation window.

Back on the 4-Point Insurance Inspection's Pictures tab, all edited photo caption quick buttons will show the customization that you just done.

XVII.   Attachments Tab

The Attachments tab allows you to add attachments related to the inspected property, such as PDF documents and images (bmp, jpg, jpeg, and gif formats).

    XVII.A   Adding an Attachment

    1.  In the Utility Buttons section, click on .

    2.  Select the attachment that you need to add from your computer.

    3.  Upload it.

The file's name will appear in the List of Documents section, and a preview of the file will display in the Document Previews section.

     XVII.B   Adding/Editing a Caption

    1.  In the List of Documents section, click to highlight the attachment you want to work with.

    2.  In the Utility Buttons section, click on  to display the Edition window.

     3.  Add/Edit the caption.

    4.  Click on  to save the action. To cancel it, click on .

The caption that you just added/edited will appear in the List of Documents section's Caption column.

           

    XVII.C   Adding an Screenshot from your Clipboard

    1.  Capture the image.

    2.  In the Utility Buttons section, click on . 

The file's name will appear in the List of Documents section, and a preview of the screenshot will display in the Document Previews section.

           

Note: The file's name will be the current date and time the screenshot was taken.

If you want to add a caption to the screenshot, just follow the above mentioned steps (section "VIII.B  Adding/Editing a Caption").

    XVII.D   Deleting an Attachment

    1.  In the List of Documents section, click to highlight the attachment that you need to remove.

     2.  In the Utility Buttons section, click on  to make the deletion.

A confirmation/countdown pop-up window will appear. 

    3.  Click on the Yes button to confirm the deletion, or click on the No button to cancel it. 

You can also delete the selected attachment by clicking on this icon in the List of Documents section's Delete column. 

    XVII.E   Sorting the Attachments

    1.  In the List of Documents section, click to highlight the attachment that you need to sort.

    2.  In the Utility Buttons section, use the arrows .