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POSM Central Quick Guides

Quick Guides provide short video walkthroughs of the major POSM Central workflows.

Use these videos when you want a visual introduction to a feature or a quick refresher before using the more detailed written Help documentation.

POSM Central Quick Guides

Getting Started and Basic Navigation

Learn the basic POSM Central workflow, including signing in, Session Management, Project View and Session View, the All Sessions, Owned, and Shared tabs, finding inspection data, selecting inspections, inspection controls, reports, and the Tools menu.

Watch Getting Started and Basic Navigation


Sharing and Transferring Inspection Data

Learn how to share inspection data with other recipients, choose the appropriate access level, review and manage existing shares, and transfer ownership when inspection data should permanently belong to another POSM Central account.

Watch Sharing and Transferring Inspection Data


Uploading and Backing Up Inspection Data

Learn how POSM Data Sync connects a local POSM installation with POSM Central, including uploading inspection data to Central, backing up Central inspection data to the local POSM installation, checking synchronization status, and reviewing common configuration settings.

Watch Uploading and Backing Up Inspection Data


Editing Inspection Data: Headers and Observations

Learn how to review and edit inspection information using Edit Headers and Edit Observations, including header fields, View Mode, Edit Mode, observation editing, adding observations, images, the pipe plot, and the relationship between headers and observations.

Watch Editing Inspection Data: Headers and Observations


Viewing and Printing Inspection Reports

Learn how to open the POSM Central report viewer, move between the available report types, review specialized inspection information, work with report settings and report headers, and print or save inspection reports.

Watch Viewing and Printing Inspection Reports


Managing Users and Organization Access

An administrator-focused Quick Guide covering Access Management, user invitations, organization roles, activating and deactivating accounts, personal User Settings, organization settings, and two-factor authentication.

Watch Managing Users and Organization Access


Managing Sessions and Projects

Learn how to create new inspection sessions, organize sessions into projects, change project assignments, validate inspection data, export downloadable copies, and permanently delete sessions when necessary.

Watch Managing Sessions and Projects


More Quick Guides Coming Soon

Additional Quick Guides may cover POSM Central GIS and other commonly used features.

For complete step-by-step instructions, continue to use the written POSM Central Help topics.

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