Run a recurring inspection from start to finish

Build it, schedule it for a job, capture evidence, follow up and report.

For administratorsPortal and app5 min read

Uses: Documents, Forms, Planners, Log-Its, Jobs and Reports.

1. Prepare the material Upload the procedure people follow. How
2. Build the inspection Create an Inspection Planner with items and pass/fail criteria. Attach the procedure and any forms. How
3. Schedule it Assign it to the job's crew, repeating weekly or monthly. How
4. Do the work The crew completes it from My Work, verifies each criterion and adds photos. How
5. Raise problems Defects get a Log-It linked to the task, so they're tracked to the end. How
6. Review Check outcomes, open items and evidence, and follow up the Log-Its. How
7. Report Download the PDF for the client, and use reports to see trends. How