Setting up Inspections Parameters and Preferences in Chintaro and PIM

Modified on Tue, 05 Oct 2021 at 04:32 PM

Note: This solution is for Non-Cloud Chintaro databases that are integrated with PIM. If your database is hosted in Chintaro Cloud, please see this solution: Scheduling Inspections in Chintaro (PIM/Chintaro Cloud Integration)


Chintaro Settings


 1. Purchase a PIM Premium account from the Property Inspection Manager website (www.propertyinspectionmanager.com), by clicking Signup/Login, and then clicking  

.


2. Email Chintaro Support (support@chintaro.com.au) advising that you have purchased a PIM Premium account and you require a private web database to be set up on your Organisation’s behalf.

 

 

3. Chintaro Support will email you back with a database name. In Chintaro, go in to System Maintenance> Reference Tables> Parameters and scroll down until you find Webservicedb in the Parm column. 


NOTE: When you click in the Parm Text field, press the backspace key, then key exactly what Chintaro Support have emailed to you in the Parm Text column. Ensure the is no space between the database name and the beginning of the field. This is very important - if there is a space, inspections will not be sent back to Chintaro. EG No space below:





4. After you've entered the database name and ensured that there is no space before the database name and the beginning of the field, select the Reference Table Inspection Type. Enter the types of Inspections that your Organisation will be conducting in the Inspection Type column. You are able to enter as many Inspection Types as you would like. Ensure the Active box is ticked:




5. Click the back button and go in to Preferences> Maintenance. Ensure that the Inspection Type Default field is set to scheduled. Ensure all other Inspection Preferences are correct for your Organisation. 


NOTE: PIM User must be set to Yes and you will need to change the PIM Export Folder and PIM Image folder to the mapping of your Chintaro\Data\Inspection_Exports and Chintaro\Data\Inspection_Images folders.


FieldUsage
PIM UserSelect Yes if you use Property Inspection Manager for inspections
PIM Import On StartupSelect Yes if you want Chintaro to import all outstanding inspections on Start Up (Note: May cause long delays in starting Chintaro if set to Yes)
PIM Export Foldermapping of your Chintaro\Data\Inspection_Exports folder
PIM Image Foldermapping of your Chintaro\Data\Inspection_Images folder
Inspection Type DefaultSet a default scheduled Inspection Type for any new rooms
Inspection Interval DefaultSet a default scheduled Inspection Interval for any new rooms
Inspection Date UpdateIf Yes, Next Inspection and Last Inspection dates will be automatically updated on the current tenancy record when an inspection is scheduled
Inspection Action NoteIf Yes, the Property Note created when an inspection is scheduled will be an Action Note
Inspection Active State on FinaliseIf Active, Inspections will be left Active after finalising

PIM Settings


6. Once you have downloaded the PIM app, tap 'Settings' at the bottom of the screen:




7. Tap 'Advanced> Advanced, Integrations and About'> scroll down to Chintaro Settings> Tap the toggle to Enable Chintaro:


8. In 'Chintaro' pop up> enter your Chintaro Company Code.  (This is the same database name that you entered in Chintaro Parameters at step 3 above.)> tap OK



9. The toggle will turn on (green):





Click here to view next Solution: Scheduling your Inspections in Chintaro if you are using the PIM app to conduct Inspections

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