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.
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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.
Dynamic Settings: Suite Type
In the section form, the Dynamic Settings area lets you link a section to a Suite Type. This lets one section automatically expand into a separate section for each qualifying suite when the inspection is opened, so inspectors walk each suite individually.
- No suite type selected: The section appears once in the inspection, exactly as written. It is not tied to any specific suite.
- Suite type selected, Vacant Suites Only? = Yes: The section is copied once for every vacant suite of that type at the site. If no vacant suites of that type exist, the section is skipped.
- Suite type selected, Vacant Suites Only? = No: The section is copied once for every suite of that type at the site, vacant or occupied.
Each copy is named after its suite (for example, "Outlets - Suite 210").
Note: A suite is considered vacant when it is not assigned to an active tenant in the tenant's Building Location settings. Lease dates do not affect vacancy. Suite types are managed in Buildings, Floors, and Suites, and tenant suite assignments in Tenant Management.
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.