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Commencer des inspections à partir d'actions

Découvrez comment commencer des inspections à partir d'actions via l'application Web et l'application portable.

Cette fonctionnalité est actuellement en Accès anticipé. Si vous êtes intéressé, veuillez contacter notre équipe de support technique client ou votre responsable de la réussite client pour vérifier si votre organisation est éligible.

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 iconActions 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 iconActions 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

Oui, vous pouvez marquer une action comme terminée même si l'inspection est encore en cours.

Vous devez supprimer l'inspection supprimée ou archivée de l'action et en commencer une nouvelle.

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