Creating an inspection for a Full User:
There are two ways to create an inspection. Below you will find the outlined steps to create an inspection from the admin side:
Login to the Admin Account
Click on Inspection Maintenance
Select User from the User Account drop down
Click on the Add New Inspection button
Click on Add New Inspection
From Inspection Type, select the type you wish to create
New Standard
New Perpetual
New Reoccurring
Repeat Existing Job
Enter necessary data that you would like included in your inspection
These are the required fields:
Inspection Name
Inspection Date
Input mode - Checklist or Numerical
Inspection list - Choose from the dropdown
Company - Select from the dropdown list
And these are the optional fields:
Location
Weather
Site Contact & Position/Title
Contractor
Superintendent
You can notify the User via email by selecting Yes (Optional)
Any Responsible Parties for this inspection can be selected and moved from Available Responsible Parties to Selected Responsible Parties. (Optional)
From Categories, click on Limited if only a few categories are needed for this inspection.
Please note: if you limit the categories and later use the Repeat Existing Job option the system will continue to limit the same categories.
Click on Add Inspection
*Full Users can start/create new inspections for themselves on the Admin account (if they have access to the admin account) or through the user account via the web or mobile app.
To create/start an inspection for Sub Users:
Login to the Admin Account
Click on Inspection Maintenance
Select Sub User(s) from User Accounts dropdown
Click on the Add new Inspection tab
From Inspection Type, select the type you wish to create
New Standard
New Perpetual
New Reoccurring
Repeat Existing Job
Enter necessary data that you would like included in your inspection
These are the required fields:
Inspection Name
Inspection Date
Input mode - Checklist or Numerical
Inspection list - Choose from the dropdown
Company - Select from the dropdown list
And these are the optional fields:
Location
Weather
Site Contact & Position/Title
Contractor
Superintendent
Notify User via email by selecting Yes (Optional)
Any Responsible Parties for this inspection can be selected and moved from Available Responsible Parties to Selected Responsible Parties. (Optional)
From Categories, click on Limited if only a few categories are needed for this inspection.
Please note: if you limit the categories and later use the Repeat Existing Job option the system will continue to limit the same categories.
Click on Add Inspection
Author: Sarah Arnold
Related Topics
Coming soon!
Safety Reports: Creating an Inspection (App)