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Start inspections

Learn how to start new inspections via the web app and the mobile app.

What are inspections?

Inspections are the processes you and your team go through to capture data and populate reports. In your context, conducting an inspection could be filling in a form, performing an audit, or going through a checklist.

What you'll need

Take note

  • Changes made to inspections via the web app are saved as you go, while changes made to inspections via the mobile app are only saved and synced when your device is connected to the internet.

  • If your device is offline or doesn't have an internet connection, any inspection progress will be stored on the device, until the device is online or has an internet connection again to be synced.

Start an inspection

  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:

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

    • Click Skip to dismiss. Review flagged items via the web app.

  7. Once all questions have been reviewed, you can Assign all actions or Skip all for now.

  8. 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 select 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:

    • 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 Assign all actions or Skip all for now.

  9. Tap View & Export Report if you want to download the inspection report or tap Save & 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. Start an inspection:

    • iPhones: Tap Start inspection below the template title.

    • iPads: Tap Start inspection on the template title's right-hand side

  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:

    • 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. Review flagged items upon inspection completion via the mobile app.

  8. Once all questions have been reviewed, you can Assign all actions or Skip all for now.

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

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