- Using SafetyCulture
- Actions
- Start inspections from actions
Start inspections from actions
Learn how to start inspections from actions via the web app and the mobile app.
This feature is currently in Early Access. If you're interested, please contact our customer support team or your customer success manager to check if your organization is eligible.
Why start inspections from actions?
Creating an action allows you to identify, track, and complete tasks as a team while conducting inspections helps your team gather data. With SafetyCulture, you can add templates to actions and use them to start an inspection directly from the action. Imagine you’re managing a warehouse and notice an area with potential safety hazards, like an uneven floor. You create an action to address this and assign it to the safety manager.
From this action, they can immediately start an inspection to assess and document the specific hazards, gather photos, and add relevant notes. By starting an inspection from the action, your team can track progress in one place, enabling them to complete tasks as efficiently as possible.
If you have the "Actions: Settings" permission, you can manage linked templates for action types. Once turned on, users creating an action with that action type can add a template and start an inspection directly from the action.
What you'll need
Inspections started from actions are only visible to assignees and users with access to the relevant inspections.
Start an inspection from an action
Select
Actions from the menu on the left-hand side.In the "INSPECTIONS" section, click
Start on the template you want to use.
Go through the inspection accordingly.
Open the mobile app.
Tap
Actions at the bottom of your screen.Scroll down to the "INSPECTIONS" section and tap Start on the template you want to use.
Go through the inspection accordingly.
Frequently asked questions
Yes, you can mark an action as complete even if the inspection is still in progress.
You must remove the deleted or archived inspection from the action and start a new one.
Was this page helpful?
Thank you for letting us know.