Last updated:

Edit inspections

Learn how to edit inspections via the web app and the mobile app.

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.

Edit an inspection

  1. Log in to the web app.

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

  3. Start editing the inspection:

    • Incomplete inspections: Click Continue on the inspection's right-hand side.

    • Completed inspections: Click image on the inspection's right-hand side and select Edit 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 the inspection has already been completed, you can click Mark as Incomplete to then tap Complete inspection again.

  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 for now.

  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 IN PROGRESS & COMPLETE tab at the top of your screen.

  4. Start editing the inspection:

    • Incomplete inspections: Tap the inspection and select Continue Inspection from the pop-up options.

    • Completed inspections: Tap the inspection and select Edit 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. If the inspection has already been completed, you can tap Mark as incomplete to then tap COMPLETE INSPECTION again.

  7. You can review questions that have flagged responses or actions. For each question, you can:

    • Tap Plus iconCreate 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 In Progress & Complete tab at the top of your screen.

  4. Start editing the inspection:

    • Incomplete inspections: Tap the inspection and select Continue inspection from the pop-up options.

    • Completed inspections: Tap the inspection and select Edit 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 the inspection has already been completed, you can tap Mark as incomplete to then tap Complete inspection again.

  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.

Need more help?