📋 When an inspection is assigned to you, walk its tasks and complete the round, on a computer or on your phone.
Open the inspection
Click Inspections in the side navigation, or on a phone tap the Inspections topic. Filter on Status to find yours: Upcoming, In progress, Overdue or Completed. The email An inspection was assigned to you takes you straight there.
The inspection lists its tasks, each placed on the floor plan. Click a task to see where it is. Group inspection tasks by floor sorts them the way you will walk. Show instructions opens what the person who set it up wrote.
Going somewhere without signal? Download the inspection first. See Download an inspection.
Resolve each task
Open a task and read its Instructions. Fill in the Subtasks: a checkbox, a text, a number or a choice from a list. A subtask marked mandatory has to be filled in before the task can be completed.
Write what you found under Document what you found and Add a photo if it helps the next person.
Click Mark complete. A task you cannot do today gets Skip task instead.
Found a fault? Click Add work order on the task. The work order is placed with the task and linked to the inspection, so it can be fixed after the round without losing where it was.
Changed your mind? Reopen task clears its subtask values and note; photos and work orders stay.
A number or text you enter in a subtask, a meter reading for example, stays on the task: open the task later to read it. The Excel export of inspections lists the tasks and their status, not the values.
Complete the round
When every task is resolved, the inspection reads Every task is resolved. The inspection can now be completed. Click Complete inspection. With tasks still open, the dialog says how many and offers Complete all or Skip tasks. Completing needs a connection. The status can be changed back later if something was missed. A signed protocol goes under Attachments on the inspection with Add new.
If it doesn't work
Mark complete is grayed out
A mandatory subtask is still empty. Fill it in first.
Complete inspection is not available
You are offline. Finish the tasks, go online, and complete the inspection then.
The list says no inspections exist at this site
Inspections are set up per site, building or floor. Check that the right site is selected. If there are none, ask an Admin or Editor to set one up. See Set up an inspection.
