Start an inspection

Select an inspection template

1. From the main navigation menu, click Field and select Inspections.
2. Select the location (or area) where you'll complete the inspection.
3. Click New Inspection.

4. Find the template you want to use by selecting a category or searching for it.
5. Hover over the template you want to use and select:

• Preview to view the layout of the inspection template. Click the left and right arrows to cycle through each template.
• Assign to create and assign a blank inspection using this template.
• Start to begin a new inspection using this template.

Complete a checklist

1. Fill out the inspection checklist. 
2. Some fields under Inspection Details can be edited, such as the Title, Location, and Due date.
3. For each line item you can:

• Add an issue
• Attach photos, documents, or other relevant files from your computer or Document Register.
  • You can add multiple photos and files at the same time.
  • After adding a photo, click its thumbnail to preview it in full screen.
  • Photos and files cannot be deleted after being added to an issue.
  • Attach files up to 100MB in size.
  • For security, you can't attach .jar and .exe files.
• Add notes.

Complete a PDF form

1. Fill out the PDF form. 
2. Some fields under Inspection Details can be edited, such as the Title, Location, and Due date.
3. (Optional) Add line, arrow, pencil, and photo annotations using the markup tools at the top of the PDF.

Finalise your inspection

1. Once you've completed your inspection click Save.
2. After saving the inspection you can assign it to other users or organizations.
3. If you need to, you can set the status as Closed.

Edit an inspection