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Filter and sort inspections

Learn how to filter and sort inspections via the web app and the mobile app.

Filters and sorting orders you apply on the web app and mobile app will stay in place, even if you navigate between pages or log out and log in.

Available inspection filters

Filter

Description

Access

Filter based on which inspections you have access to. You can select "Owned by me" to filter based on inspections you own, or "Shared with me" to filter based on which inspections you have at least "View" access level to.

Filtering by access is only available on the web app.

Template

Filter based on the template used to conduct inspections.

You can only select multiple templates at a time on the web app.

Template folders

Filter by templates used to conduct inspections based on the folder they're added to.

Filtering by template folders is only available on the web app.

Site

Filter by sites selected in inspections.

Filtering inspections by levels, such as areas or regions, is unsupported.

Asset

Filter by assets selected in inspections.

Status

Filter by whether inspections are "In progress", "Pending approval", or "Completed".

Conducted date

Filter by the selected conducted date range.

Completed date

Filter by the selected completed date range.

Conducted by

Filter inspections based on the user or group that started or last edited them.

Selecting a group includes inspections from any user in that group.

Approved by

Filter by the users or groups that approved the inspections.

Filter inspections

  1. Log in to the web app.

  2. Select View report iconInspections from the menu on the left-hand side.

  3. Click Plus iconAdd filter on the upper-left of the list and select from the filter options.

  4. Once you've selected your filters, click Done to refresh the list and show only inspections that match your filters.

  5. To narrow your results further, repeat step 3 to add more filters, or click Cross/close/clear icon on existing filters to remove them and start again.

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspections at the bottom of your screen.

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

  4. Tap Filter (bar) icon at the upper-left of your screen.

  5. Select from the filtering options.

  6. After selecting the relevant filters, return to the inspections list.

    • Android: TapBack iconBack on the upper-left of your screen.

    • iOS: Tap Done on the upper-right of your screen.

Sort inspections

  1. Log in to the web app.

  2. Select View report iconInspections from the menu on the left-hand side.

  3. Sort from the column headers. You can also click the arrow to sort the list in order based on the option you've selected.

    • Inspection: Sort by inspection title. Arrow down icon sorts from inspections that start with symbols, and Arrow up icon sorts from inspections without titles. If you're sorting by Arrow up icon, inspections will be sorted by their names in the following order:

      • No title

      • Numbers

      • Alphabetically from A to Z

      • Symbols

    • Score: Sort by inspection score. Arrow down iconsorts from the inspection with the highest score, and Arrow up icon sorts from the inspection with the lowest score.

    • Conducted: Sort by inspection start date. Arrow down icon sorts from the most recent inspection by start date, and Arrow up icon from the oldest inspection by start date.

    • Completed: Sort by inspection completion date. Arrow down icon sorts from the most recent inspection by completion date, and Arrow up icon sorts from incomplete inspections.

  4. Repeat from step 3 to sort your list in different orders.

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspections at the bottom of your screen.

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

  4. Tap Up and down arrow at the upper-right of your screen.

  5. Select from the sorting options:

    • Name: Sort by inspection title alphabetically from A to Z.

    • In progress: Sorts from incomplete inspections.

    • Last conducted: Sorts from the most recent inspection by start date.

    • Score: Sorts from the inspection with the highest score.

  6. Repeat from step 4 to sort your list in different orders.

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspections at the bottom of your screen.

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

  4. Tap Up and down arrow at the upper-right of your screen.

  5. Select from the sorting options:

    • Title (A-Z): Sort by inspection title alphabetically from A to Z.

    • Title (Z-A): Sort by inspection title alphabetically from Z to A.

    • Date conducted (Newest): Sorts from the most recent inspection by start date.

    • Date conducted (Oldest): Sorts from the oldest inspection by start date.

    • Score % (High to Low): Sorts from the inspection with the highest score.

    • Score % (Low to High): Sorts from the inspection with the lowest score.

  6. Repeat from step 4 to sort your list in different orders.

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