Inspections

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This tab is where you manage and perform safety inspections, audits, and checklists.

Performing an Inspection

  1. Click the + button near the bottom right of the Inspections tab.

  2. Select a Template: Search for or choose the correct checklist for your task.

  3. Enter basic details: Select the Establishment or Entity you are inspecting, who will be performing the inspection, description, expected start date and due date then tap Save.

  4. Answer Questions: Tap the Questionnaire tab and go through the checklist items. You may need to answer different types of questions such as Yes/No/NA, Safe/At-Risk, enter numbers, or provide text and dates.

  5. Add Context:

    • Notes: Tap "Add notes" to type extra details about a specific question.

    • Attachments: Upload photos to prove compliance or show damage.

    • Issues: If a check fails, you can tap + Add new under "Issues" to immediately create a Corrective Action record linked to that specific question.

  6. Finish Up: When all questions are answered, tap Close inspection.

  7. Sign & Submit: Enter your closing notes, draw your signature on the screen, and submit the inspection.

Managing Inspection Templates

You can also manage inspection templates directly from the app:

  • Tap the Templates tab

  • Create a new template or select an existing template and tap Edit.

  • You can add new Sections or Questions.

  • When adding a question, you can define if it is required, what type of answer is needed (e.g., Multiple Choice, Text, Photo), and if it requires specific evidence.