Última actualización:

Iniciar inspecciones a partir de acciones

Aprenda cómo iniciar inspecciones desde acciones a través de la aplicación web y la aplicación móvil.

Esta función se encuentra actualmente en Acceso temprano. Si le interesa,  contacte con nuestro equipo de soporte técnico o con su gerente de éxito del cliente para verificar si su organización es elegible.

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.

Inspections started from actions are only visible to assignees and users with access to the relevant inspections.

Start an inspection from an action

  1. Log in to the web app.

  2. Select Actions iconAcciones from the menu on the left-hand side.

  3. Create an action or view an assigned action.

  4. In the "INSPECTIONS" section, click Practical iconStart on the template you want to use. Start an inspection from an action via the web app.

  5. Go through the inspection accordingly.

  1. Open the mobile app.

  2. Tap Actions iconAcciones at the bottom of your screen.

  3. Create an action or view an assigned action.

  4. Scroll down to the "INSPECTIONS" section and tap Start on the template you want to use. Start an inspection from an action via the mobile app.

  5. Go through the inspection accordingly.

Frequently asked questions

Sí, puede marcar una acción como completada incluso si la inspección aún está en curso.

Debe quitar la inspección eliminada o archivada de la acción e iniciar una nueva.

¿Necesita más ayuda?
En este artículo