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Narrative Collections (Collection Detail)

The Narrative Collection Detail page (route /collection-detail) is where you edit a single collection — add new narratives, edit existing ones, filter and search, organize by Section and Report Area. This is the most-used surface in the Intelligence Hub. For the list of all collections, see Narrative Library.

When you use it

  • Right after creating a collection — start adding the most common narratives
  • As inspections complete — review narratives that inspectors saved from mobile, edit for tone and consistency
  • For template adoption — copy good narratives from one template’s collection to another via the import/export workflow
  • Cleanup — delete duplicates, deprecate stale language

Screen layout

[SCREENSHOT: collection-detail.png — desktop, the Collection Detail page showing a Filters sidebar on the left and a narrative list on the right, with an Add Narrative form at the top of the list.] Two panes:
  1. Filters (left) — narrow the visible narratives
  2. Narrative list (right) — the current set, with an Add Narrative form at the top

Filters

The Filters pane has four controls. They compose with AND logic.

Type filter

A drop-down with the canonical narrative types: Each narrative is stored with its type, and the filter narrows accordingly. Most operators spend the most time in Deficiency Comments since that’s the meat of the report.

Section filter

A drop-down listing every section in the templates associated with this collection (Structural Systems, Electrical, Plumbing, etc.). Pick a section to narrow to narratives tagged for that section.

Report Area filter

A subsection-level filter, populated based on the chosen Section. E.g. with Section: Electrical and Report Area: Main Panel, only narratives for the Main Panel subsection of Electrical appear. A keyword search across narrative text. Placeholder: “Keyword…”. Substring match, case-insensitive. Combine all four for sharp queries (e.g. Photo Captions, Section: Roofing, Report Area: Flashing, Search: “rust”).

Adding a narrative

A form at the top of the narrative list lets you add a new narrative inline.

Required fields

Optional fields

After filling, click Save to commit. The narrative appears in the list above and is immediately available to:
  • Mobile inspectors using this collection (as FREE chips and 🪄 Library Search results)
  • Web admin inspectors editing reports in Inspection Reviewer

Editing existing narratives

Each narrative card in the list shows:
  • The caption / heading
  • A preview of the body (truncated)
  • Type, section, report area badges
  • Per-card actions: Edit · Duplicate · Delete
Click Edit to open the same form inline with the narrative’s current values. Edit and save. Duplicate creates a copy with (Copy) appended — useful for creating a variant. Delete prompts confirmation. Deleted narratives:
  • Vanish from mobile and web library searches
  • Do not affect already-published reports (they kept their snapshot of the narrative at publish time)
  • Cannot be recovered through the UI

Saving narratives back from mobile

Inspectors on mobile can save a narrative to the library via the Save to Narrative Library action below the narrative field on the Capture Screen. What happens:
  1. The narrative is de-identified (addresses, client names removed)
  2. It writes to the inspection’s assigned collection
  3. It shows up in this page within seconds
  4. Available immediately as a FREE chip on future inspections with this collection
Cost on the inspector side: 1 IT (covers the de-identification AI step).

Bulk operations

Most operators ask about bulk operations once their collection grows past 100 entries. Currently supported:
  • Multi-select with checkbox — select multiple narratives in the list
  • Bulk delete — delete several at once with one confirmation
  • Bulk type-change — move several narratives from Photo Captions to Deficiency Comments or vice versa
  • Export to CSV — download the visible list for backup or offline editing
  • Import from CSV — bulk-add narratives from a spreadsheet
The CSV format mirrors the in-page form fields. See the Export action for the exact column order.

Templates compatibility

A collection associated with a specific template can only be assigned to orders using that template. If a collection has no template association (you left the field blank when creating it), it’s available for any order — useful for general-purpose collections. To change template associations after the fact, return to Narrative Library → Rename → update the Associated templates field.

Errors and recovery


What this page does NOT do