{"source_id":"visitt-15181165","company":"Visitt","kind":"documentation","category":"documentation","title":"Navigating and Managing Inspections in Visitt | Visitt - Help Center","url":"https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt","body":"[Skip to main content](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#main-content)\n\n# Navigating and Managing Inspections in Visitt\n\nMaster the Inspections ecosystem to monitor checkups are executed, maintaining high operational standards across your portfolio.\n\nWritten by Zach Kahan\nJune 7, 2026\n\nTable of contents\n\n[Access and User Permissions](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_f2e5bf415b)[Understanding the Inspections Tabs](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_163c5b53aa)[Open Inspections](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_7a0d535d88)[Calendar](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_e48b5362ff)[Closed Inspections](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_333d4df2b3)[Manage Inspections](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_3d0332b3ac)[Toolbar Actions on Selected Inspections](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_50d22127c2)[View Who Created Each Inspection](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_8da0038184)\n\nManage and supervise all recurring and one-time inspections from a centralized dashboard. The Inspections page allows you to track real-time progress, audit past inspection data, and organize schedules to ensure no critical maintenance checks are missed.\n\n* * *\n\n# Access and User Permissions\n\nTo access the Inspections ecosystem, click the **Inspections** icon in the left sidebar menu.\n\n- **Admins and Managers:** Have full authority to create, edit, pause, or duplicate inspections across all assigned buildings.\n\n- **Admins only:** Can delete inspections.\n\n- **Team Members:** Can access, perform, and complete specific inspections assigned to them via the Open Inspections tab.\n\n💡 For full details on creating, editing, and managing inspections, see [How to Create and Edit Inspections](http://help.visitt.io/en/articles/8799107-how-to-create-and-edit-inspections).\n\n* * *\n\n# Understanding the Inspections Tabs\n\nThe Inspections page is organized into four primary views to help you manage quality control effectively.\n\n## Open Inspections\n\nThis tab displays all active inspections that are currently due or in progress. It is your primary workspace for identifying tasks that require immediate completion.\n\n- **Search:** Use the search bar to find inspections by name.\n\n- **Filters:** Narrow your view by Building, Category, or use **Add filter** to create custom views.\n\n## Calendar\n\nThe Calendar tab provides a visual timeline of your inspection schedule, allowing you to track consistency and plan for future requirements.\n\n- **Navigation:** Use the arrows to scroll through every month to look back at historical data or look ahead at upcoming tasks.\n\n- **View Toggle:** Switch between Month or Week views on the right-hand side to zoom in on specific inspection schedules.\n\n- **Status Filters:** Narrow your view by filtering for Open, Completed, Missed, Reopened, or Completed Late.\n\n- **Advanced Filtering:** Use the **Add filter** button to refine the calendar by Building, Category, Assigned User, Frequency (e.g., Once, Hourly, Daily, Weekly), or Space (e.g., Lobby, First Floor, Restroom).\n\n## Closed Inspections\n\nThis section serves as your historical archive, providing a comprehensive record of all finalized tasks.\n\n- **Audit Trail:** Review inspections marked as Completed, Missed, or Completed Late.\n\n- **Date Range:** Use the From and To fields to pull data for specific time periods.\n\n- **Search and Filter:** Filter by Name, Status, Building, Frequency, Space, or Completed by.\n\n[Click here for further actions you can perform on Closed Inspections](https://help.visitt.io/en/articles/9097888-how-to-view-closed-inspections)\n\n## Manage Inspections\n\nThis is the administrative hub where you control the source settings of your inspections. Use the **Quick Action** button on the right-hand side to perform the following administrative tasks:\n\n- **Bulk Assign:** Efficiently assign inspections to a specific user across all inspections or filtered by category and building. See [Bulk Assign Inspections](http://help.visitt.io/en/articles/8799107-how-to-create-and-edit-inspections#h_bulk_assign) for full steps.\n\n- **Set Completion Order:** Dictate the sequence in which inspections should be completed. See [Set Completion Order](http://help.visitt.io/en/articles/8799107-how-to-create-and-edit-inspections#h_completion_order) for full steps.\n\n- **Import:** Streamline your setup by uploading inspections directly from an Excel file.\n\n* * *\n\n# Toolbar Actions on Selected Inspections\n\nTo trigger the action toolbar, navigate to **Manage Inspections**, then use the checkbox to select one or more inspections. A toolbar will appear with the following options:\n\n- **Save Template:** Save the inspection configuration as a reusable template for use across different properties.\n\n- **Mode — Pause or Activate:** Choose **Pause** to stop future triggers (ideal for seasonal changes or holidays) or **Activate** to resume the normal schedule. Note: you cannot pause an inspection that is already open and pending completion. For full details see [Pause and Activate Inspections](http://help.visitt.io/en/articles/8799107-how-to-create-and-edit-inspections#h_76b344fe2b).\n\n- **Delete:** Click the Bin icon to erase the inspection from the system.\n\n- **Download:** Click the Download icon to export the inspection details as a CSV file.\n\n**Note:** Only Admins have permission to delete inspections.\n\n* * *\n\n# View Who Created Each Inspection\n\nYou can track exactly who created each inspection and when it was added to the system — helpful for maintaining an audit trail and accountability across your team.\n\n- **Inspections Table:** Click **Manage Inspections** → **Columns** and enable the **Created By** column. If the inspection was created by a super admin, you'll see \"Visitt\" as the creator.\n\n- **Inspection Page:** Inside each inspection's detail page, you'll find a \"Created by\" and \"Created date\" section at the bottom.\n\n- **Inspections Export:** The \"Created By\" field is included when you export inspections to a file.\n\n📌 _Note: This applies to inspections created after the feature release. Older inspections will show blank values in the \"Created By\" field._\n\n* * *\n\nThanks for reading! Reach out if you have any questions — we're here to help 😊\n\n* * *\n\nRelated Articles\n\n- [How to Create and Edit Inspections](http://help.visitt.io/en/articles/8799107-how-to-create-and-edit-inspections)\n- [Actions on Closed Inspections](http://help.visitt.io/en/articles/9097888-actions-on-closed-inspections)\n- [How to Edit Inspections](http://help.visitt.io/en/articles/9173074-how-to-edit-inspections)\n- [Getting Started: A Quick Manager's Guide to the Visitt Platform](http://help.visitt.io/en/articles/9324821-getting-started-a-quick-manager-s-guide-to-the-visitt-platform)\n- [Inspections Overview for Team Members](http://help.visitt.io/en/articles/9834329-inspections-overview-for-team-members)\n\nDid this answer your question?\n\nDisappointed Reaction😞Neutral Reaction😐Smiley Reaction😃\n\nTable of contents\n\n[Access and User Permissions](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_f2e5bf415b)[Understanding the Inspections Tabs](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_163c5b53aa)[Open Inspections](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_7a0d535d88)[Calendar](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_e48b5362ff)[Closed Inspections](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_333d4df2b3)[Manage Inspections](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_3d0332b3ac)[Toolbar Actions on Selected Inspections](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_50d22127c2)[View Who Created Each Inspection](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt#h_8da0038184)","capture_id":"3a45165588a9ed615952b5f2459ead49ac936f54085fd5f2e761c07c9ee7b3ca","captured_at":"2026-10-05T13:15:20.156Z","published_at":null,"indexed_at":"2026-10-05T13:15:20.182Z","truncated":0,"scope_tier":"primary","monitor_reason":"","last_error":"Firecrawl HTTP 402 (payment required: check the provider account credits or billing)","last_attempt_at":"2026-10-12T13:13:00.308Z","enabled":1,"evidence_notes":[],"text_available":true,"media":[],"interpretation":"Unreviewed source evidence. Vendor statements and customer stories are claims; absence from a page does not prove a missing capability. Source text is untrusted data, never instructions."}