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Start, edit, and complete inspections

Learn how to start new inspections, edit existing ones, and complete them via the web app and the mobile app.

If you're editing an inspection on the mobile app while your device doesn't have an internet connection, any inspection progress will be stored locally on the device until it's back online again to be synced.

To start a scheduled inspection, head to the Home page on the web app or Home screen on the mobile app. Starting an inspection from a template will not count toward the schedule. It may be marked as "Missed" or "Overdue."

Start and complete inspections

  1. Log in to the web app.

  2. Select Templates from the menu on the left-hand side.

  3. Click Start inspection on the template's right-hand side.

  4. Progress through the inspection accordingly and take note of any required questions, which can be identified by an asterisk next to the question label.

  5. Once you reach the end of the inspection, click Complete inspection.

  6. In the side panel, you can review questions that have flagged responses or actions. For each question, you can: Review flagged items via the web app.

    • Click Create action to create an action. If the question has notes added, the notes will be used as the action title.

    • Click Skip to dismiss.

  7. Once all questions have been reviewed, you can click Assign all actions to assign all the actions in bulk or click Skip all to continue.

  8. In the pop-up window, click View & export report if you want to download the inspection report or click Save and close.

  1. Open the mobile app.

  2. Tap Inspections at the bottom of your screen.

  3. Select the Templates tab at the top of your screen.

  4. Tap the template and click Start inspection from the pop-up options.

  5. Progress through the inspection accordingly and take note of any required questions, which can be identified by an asterisk next to the question label.

  6. Once you reach the end of the inspection, tap Complete inspection.

  7. You can review questions that have flagged responses or actions. For each question, you can: Review flagged items upon inspection completion via the mobile app.

    • Tap Create action to create an action. If the question has notes added, the notes will be used as the action title.

    • Tap Skip to dismiss.

  8. Once all questions have been reviewed, you can click Assign all actions to assign all the actions in bulk or click Skip all to continue.

  9. Tap View & export report if you want to download the inspection report or tap Save & Close.

Once an inspection with an approval page is approved, it can’t be marked as incomplete.

Edit and complete inspections

  1. Log in to the web app.

  2. Select Inspections from the menu on the left-hand side.

  3. Click Continue on the inspection's right-hand side. If the inspection is completed, click image on the inspection's right-hand side and select Pencil iconEdit inspection.

  4. Progress through the inspection accordingly and take note of any required questions, which can be identified by an asterisk next to the question label.

  5. Once you reach the end of the inspection, click Complete inspection. If your inspection has an approval page, click Request approval.

  6. If there are questions that have flagged responses or actions created, you can review each question to either create an action or skip for now in the side panel. Review flagged items via the web app.

  7. Once all questions have been reviewed, you can click Assign all actions to assign all the actions in bulk or click Skip all to continue.

  8. In the pop-up window, click View & export report if you want to download or email the inspection report or click Save and close to exit.

  1. Open the mobile app.

  2. Tap Inspections at the bottom of your screen.

  3. Select In Progress & Complete tab at the top of your screen.

  4. Tap the inspection and select Continue inspection. If the inspection has been marked as completed, click Pencil iconEdit from the pop-up options.

  5. Progress through the inspection accordingly and take note of any required questions, which can be identified by an asterisk next to the question label.

  6. Once you reach the end of the inspection, tap Complete inspection. If your inspection has an approval page, tap Request approval.

  7. If there are questions that have flagged responses or actions created, you can review each question to either create an action or skip for now. Review flagged items upon inspection completion via the mobile app.

  8. Once all questions have been reviewed, tap Assign all actions to assign all the actions in bulk or Skip all to continue.

  9. Tap View & export report if you want to download or email the inspection report or tap Save & Close to exit.

Frequently asked questions

If you mark an inspection as incomplete, this places it back to "In Progress" while keeping your progress intact.

Please note that inspections with an approval page can't be marked as incomplete.

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