Creating Inspections

Step 1: Create an Inspection Template

1. Click on +New Inspection Template
2. 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.

3. 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.

1. Once you are in an inspection template, click on +Add Section.
2. Fill out all of the appropriate information in the section form.

3. 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.

1. Within the Inspection Schedule page, click +New Inspection Schedule.
2. Fill out all of the appropriate information in the section form.

3. Click Save.