Introduction

From Inspections in the left-hand navigation, clients can move across the horizontal menu to the Inspections tab, which provides an overview table of all inspections across your projects and contractors.

This high-level view lets you quickly see all inspections, including the type and date of the inspection, the associated project, the status, the number of findings broken down into positive, negative, and uncorrected, and the inspector:

Adding an Inspection

To add a new inspection, click on the “Add Inspection” button in the top right corner of the screen:

This will open up a slide over screen where you will be prompted to select the Project from the first dropdown and the inspection type (management system audit, construction safety, etc.) from the second dropdown:

Once you click create, you will be navigated to a separate overview page for that new inspection. This overview page is broken down into two main parts: details of the inspection (date, inspector, project, etc.) and a section to add new findings: 

Add a Finding

To add a finding to the newly created inspection, click on the add finding button in the center of the screen (alternatively, you can use the same button in the  top right of the screen):

This will open up a slide over screen where you will be prompted to select the Contractor from the first dropdown and the type of finding (positive or negative) from the second dropdown:

Positive Finding

For a positive finding, you will be asked to identify the category of the finding (demolition, electrical safety, excavation and trenching, etc.) and the question associated with the finding from dropdown menus. You can also add a description and location for the finding and upload any attachments. When you are complete, click on save to close the slide over: 

Negative Finding

For a negative finding, you will also be asked to identify the category of the finding (demolition, electrical safety, excavation and trenching, etc.) and the question associated with the finding from dropdown menus. In addition, for a negative finding, you also need to identify the risk level (low, medium, high, and Immediate Dangerous to Life or Health (IDLH)).

You can also choose to add a description and location for the finding and add any attachments:

Some clients also find it helpful to add additional details to a negative finding, including root cause, action required, due date, and assignee. Those details are found at the bottom of the slide over and can be hidden depending on their relevance by clicking “Hide Additional Details”. When you are finished adding details of a negative finding, click on save to close out the slide over: 

Risk Level for Negative Finding

As noted above, when adding a negative finding, you must determine the risk level:

When identifying risk level, you should consider both the likelihood of an injury occurring and the potential severity of the outcome:

• Low: Would likely result in a first aid case only.
• Medium: Could lead to a recordable injury with 1-5 lost days.
• High: May result in injuries with over five lost days or significant property damage.
• IDLH: Could lead to a disabling injury or a fatality.

For reference, below are some example negative findings and their associated risk level for several different construction safety categories:

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