Creating Inspections
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In this article you will find out how to create inspections. Follow these links for information on the following:
Inspections Overview {jump to link}
Managing inspections {jump to link}
Viewing and completing inspections in the dashboard {jump to link}
Viewing inspections on mobile (coming soon!)
Step 1: Create an Inspection Template
Click on +New Inspection Template
Fill out the New Inspection Template form:
Inspection Name: Name your inspection template
Recurrence Interval: Set the default cadence for this procedure when used in a schedule
Open Date: Set the default buffer for how far in advance a task will be opened relative to the Due Date.
Click Save.
Step 2: Create Inspection Sections & Questions
Once you create a template, click into the template name to begin creating the inspection sections and questions. A section is a list of grouped questions.
Once you are in an inspection template, click on +Add Section.
Fill out all of the appropriate information in the section form.
Click Save.
Step 3: Create Inspection Schedules
Once you create your inspection sections and questions, you are ready to activate your inspections by assigning a schedule to each.
Within the Inspection Schedule page, click +New Inspection Schedule.
Fill out all of the appropriate information in the section form.
Click Save.Media references (4)
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