Using the bank from the inspection editor
The narrative bank is also available directly from the inspection editor, without leaving your work. This is the most frequent daily use: you are editing a subsection, you want to find a specific narrative, and the bank opens as an overlay over your editor.
The book icon in the header
In the editor’s header, next to the Photo Gallery icon, the book icon (titled Browse narrative bank) opens the bank as an overlay over your editor.
Contextual behavior
When you open the bank from the editor, Lumos pre-filters the list based on your current context:
- If you are in a building section or subsection, the bank pre-filters by matching Domain and Component.
- If you are on General Information, the bank opens the global view.
- The Inspection type filter aligns with the current inspection type (Pre-purchase or Pre-handover).
You save filtering clicks. You can of course change filters at any time inside the overlay.
Your most-used narratives first
The overlay offers the same Most used button as the bank page: your favourite narratives — the ones you place most often in your reports — rise to the top, each with a purple badge showing its usage count (e.g. “12×”). Combined with contextual pre-filtering, this is the shortest path to your recurring narratives: open the bank from a subsection, and your regulars for that component are already at the top.
The counter reflects your usage only, and the setting (enabled by default) is shared with the bank page — see Navigating the bank.
Add a narrative to your inspection
Click a narrative in the open bank. Lumos offers to:
- Add this narrative to the current subsection — the editor’s subsection where you were before opening the bank.
- Add to another subsection — you choose where to place it.
The narrative adds to your report. You can then edit it (text, severity, attached photos) like any other narrative.
Semantic search in context
The search bar stays available in the overlay. You can type in natural language to find a narrative by meaning, regardless of Domain or Component. See Navigating the bank.
Difference with the pre-shown list of a subsection
When you open a subsection in the editor, Lumos already shows a pre-shown list of applicable narratives, directly in the subsection. This is the fastest path for common narratives. The order of that list is defined in the template: manually, or automatically by your most-used narratives when the Order by popularity option is checked in the template builder.
You open the bank from the header when:
- You want more narratives than those pre-shown.
- You want to search for a specific narrative with semantic search.
- You want to add a narrative to another subsection than where you are.
The two paths coexist and complement each other.