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Creating an Inspection (Admin): Safety Reports
Creating an Inspection (Admin): Safety Reports
Updated over a month ago

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:

  1. Login to the Admin Account

  2. Click on Inspection Maintenance

  3. Select User from the User Account drop down

  4. Click on the Add New Inspection button

  5. Click on Add New Inspection

  6. From Inspection Type, select the type you wish to create

    • New Standard

    • New Perpetual

    • New Reoccurring

    • Repeat Existing Job

  7. 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)

  8. 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.

  9. 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:

  1. Login to the Admin Account

  2. Click on Inspection Maintenance

  3. Select Sub User(s) from User Accounts dropdown

  4. Click on the Add new Inspection tab

  5. From Inspection Type, select the type you wish to create

    • New Standard

    • New Perpetual

    • New Reoccurring

    • Repeat Existing Job

  6. 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)

  7. 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.

  8. Click on Add Inspection

Author: Sarah Arnold


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Coming soon!

Safety Reports: Creating an Inspection (App)

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