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The MAGNET Mobile iPad™ application will significantly improve the efficiency of your field staff and operations.

With the MAGNET Mobile application, staff will be fully operable anytime, and from anywhere. They can operate in real-time and in the same system as your in-house staff. No laptop, PC tablet, or any other cumbersome device is required. The purpose-built magnet application gives field users direct access to the information they need and streamline their ability to perform inspections and other field activities.

Supported iOS Versions

While the MAGNET Mobile application may work with older or newer versions, only the listed major versions below are supported directly.

  • iOS 15 all versions

  • iOS 16 all versions

  • iOs 17.0

Table of Contents

Installation

  • Using the iPad, open the Safari browser and navigate to the designated URL for your Magnet domain. (The use of Safari is required as this will not work with other iOS browsers)

URL

The URL will be provided to you and is typically your sites address followed by /ipad

Example: cityname.magnetserver.com/ipad


  • Click the button labeled “Click here to install”.


  • Click “Install” to install the Magnet Mobile Inspector app.


  • Press the “Home” button on the iPad to return the main screen.


  • The Magnet Mobile Inspector icon will appear as the “waiting” icon during the installation process. This can take several moments to complete.

If you receive an error stating that the application cannot be installed, this means the device you are using may not have been provisioned for use with the application. All devices must be provisioned by CSI to be able to run the application.


  • Once the installation process is complete, the Magnet icon will appear. Tap on the icon to open the app.


Configuration

The MAGNET Mobile Inspector app must be configured to work specifically with your MAGNET installation. This short process will ensure that Inspectors will be able to send inspection information directly to the Back Office.

  • Locate the “Settings” icon on the home screen. Tap the “Settings” icon to access the iPad settings screen.


  • Using the navigation pane on the left side, locate the “Magnet” app. Tap on the MAGNET option to access settings for Mobile Inspector.

  • Tap in the “BASE URL” text box. Delete the default URL and enter the URL that was provided by Magnet Support. The URL must be entered EXACTLY as it was provided, including the forward slash at the end.



  • Press the “Home” button on the iPad to return the main screen. Tap on the MAGNET icon to begin using the application.

Logging In

When the Magnet Mobile Inspector app is launched, the login screen will appear.

Enter your credentials, and tap on the “Login” button to access the app.

Navigating the App

After logging into the application, you will be presented with the "Home Page" of MAGNET Mobile.


If no inspections are currently assigned to you, you will receive a warning message indicating that no inspections were found.


The left portion of the screen shows a list of the inspections that are assigned to you for today.

If you want to view upcoming inspections or those done previously you can use the tabs at the bottom.

.

  • HIstory
    • Shows inspections completed in the last 3 days.
  • Today
    • Default tab.
    • Shows the inspections scheduled to be completed today.
  • Future
    • Shows any inspections scheduled to be done in the next 3 days.
  • Requests
    • Shows any inspections that have been assigned to you, but not yet scheduled.


The right portion of the screen shows the map of your current location. If the inspections on the device have address information, selecting an inspection will show it on the map.


On the top bar, the following options are available (in order, left to right):

  • Sync
    • Tapping this, will force the application to sync up any data from the iPad as well as bring down any new inspections from the back office.
  • Reorder
    • This allows you to reorder the list of inspections in the left panel.
  • Add New Inspection
    • This allows you to create a new inspection from the application.
  • Settings
    • This menu allows the user to logout of the application.

      If you logout, all the data on the iPad will be erased. Only logout after successfully syncing all data to the MAGNET Backoffice.

Doing an Inspection

Opening an Inspection

Tap on the inspection you would like to work on.

This will bring up the inspection options:

  • Directions
    • Will provide directions to the inspections (if the inspection has needed address information).
  • On My Way
    • Send a notice to the applicant to let them know that you are heading out for the inspection.
  • Schedule
    • Allows for the rescheduling of the inspection.
  • Open
    • Opens the inspection.

Click the "Open" button to go into the inspection.

This will take you to the "Inspection View".

Entering Inspection Details

The main page of the Inspection View is the "Inspect Tab". On this tab, you can make any needed comments or issues relating to the inspection and take photos relating to the comment or issue.

If you take a picture, it must have a comment associated with it.



Completing an Inspection

Once you typed up all of your comments, you can click the "Complete Inspection" button.

Clicking the "Complete Inspection" button will allow you to set the applicable status for the inspection.



For this situation, we'll approve the inspection. Click on the "Approved" option and a popup will come up.


This screen allows you to select if a reinspection is required, as well as select any case contacts (or manually add a recipient) to send the inspection notification to.

After tapping Submit, the inspection has been completed (in this case it was approved) with the results being recorded. The application will now return to the main screen and the inspection will show the result indicated.


Creating and Scheduling Inspections

In addition to completing inspections already assigned to you, you are also able to create new inspections while out in the field.

This functionality requires an internet connection.

You can create an inspection in several ways from the MAGNET Mobile application.

Creating inspections from the "Home Page"

To create an inspection, tap on the "Add New" link on the top of the screen.

When creating an inspection from the Home Page, the functionality will differ depending on if you have an inspection selected currently or not.

No inspection selected.

When creating an inspection without an inspection selected, you will need to locate a case to create the inspection on.

This screen allows you to search for a case using the Applicant, the case number, or the property address.

After entering in the search criteria and selecting the Department, click "Search".

Providing cases are found, you will be provided a list of all matching cases to allow you to select the appropriate one.

After identifying the case needed, simply tap on the case. On the following screen select "Add Inspection".

The "Add Violation" option will only be shown for clients utilizing our Code Enforcement Module


This will bring you to the inspection creation screen.

On this screen you can select the type of inspection that you would like to create. After selecting the proper inspection type, you can either:

  • Create
    • Create the new inspection and leave it unscheduled.
  • Create and Schedule
    • Create the new inspection as well as schedule the inspector and date.


Inspection Selected

If, when tapping the "Add Inspection" link, you already have an inspection selected, you will not need to go through the step of finding the case to attach the inspection to. The app will automatically select the property for you. The other steps remain the same.

Creating inspection from the Inspectors View

You can also create an inspection while on the inspection view.

From the Inspection View screen, click on the + symbol at the top of the screen. The process from this point is exactly the same as creating an inspection from the Home Page with an inspection selected.

Creating Violation Cases

This functionality is only applicable to clients utilizing our Code Enforcement Module.

Now that you know how to create inspections using the MAGNET Mobile application, the process of creating a Complaint or Violation is very similar. The main exception is that, with this functionality you are creating the actual "Violation" case rather than just the inspection.

This feature requires an internet connection.


Creating a Violation case from the "Home Page"

To create a Violation, tap on the "Add New" link on the top of the screen.

When creating a Violation from the Home Page, the functionality will differ depending on if you have an inspection selected currently or not.


No inspection selected.

Tap on "Add Violation"


This will bring you to the "Violation" creation screen.

  • Violation Type
    • Determines if this is a "Complaint" or a "Violation".
  • Case Name
    • An optional field for clients that utilize "Case Names".
  • Property
    • This select box allows you to select one of the following options:
      • Property
        • Default selection.
        • Allows for the searching of a property by address.
      • Use Location
        • Uses the longitude and latitude of the device.
      • No Address
        • Allows for "Free hand" typing of the location.
  • Case Type
    • The type of case for this violation.
  • Subcase (If applicable)
    • The subcase for the violation's case.
  • Inspector
    • The inspector who will be assigned to this violation.
  • Description
    • The description of the violation.


Once you are done completing the fields to create a violation, tap "Create Violation".

After the popup window closes, the app will re-sync and give you any applicable inspections from the new case (providing you are the assigned inspector).

Inspection Selected

If when tapping the "Add New" link, you already have an inspection selected, you will see the following screen. At the bottom you can select "Add New Violation". The process from this point is identical to the process of creating the Violation above.

Creating inspection from the Inspectors View

You can also create Violations while on the inspection view.

From the Inspection View screen, click on the + symbol at the top of the screen. The process from this point is exactly the same as creating a "Violation" from the Home Page with an inspection selected.

Obtaining the iPad UDID

What is the UDID?

There are many reasons you may need to look up your UDID, IMEI, or serial number of your iOS device. While earlier generations had the serial printed on the back casing of the device, many newer models don't.

Use this guide to locate the UDID for your device.

Obtaining the UDID

  1. Open iTunes on a PC or MAC computer.
  2. Connect the iPad to the computer.
  3. After the iPad is connected, a summary screen will appear.

If the summary screen does not appear, then you may need to click on the device iPad icon .



4. Click on the iPad serial text, and the UDID will be displayed.


5. At the top of the iTunes screen, click Edit and then Copy. This will paste your UDID number to the clipboard. From there you can easily copy it into an e-mail or text document.

You can also highlight the UDID, right-click, and select the Copy option from the context menu.

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