Introduction

This article will provide an overview of where you can see your list of inspections, create a new inspection, and view and edit inspection reports.

Viewing Inspections

Clicking ‘Inspect’ from the left-hand navigation menu and selecting ‘Inspections’ from the top of the page will bring you to a view that shows all inspections for your profile:

Clicking the column headings will sort the list either ascending or descending. By default, the list is sorted reverse-chronologically by inspection date.

Clicking on the pencil icon in the ‘action’ column will edit an existing inspection.

Clicking the ‘View’ link in the ‘View Report’ column will view the inspection report.

Creating a New Inspection

To create a new inspection:

1. Click ‘Add Inspection’
2. Select the Inspection Type
3. Select the project for which the inspection took place.
4. Select the Date and Time of the inspection
5. If you reviewed the inspection with someone, enter their name in the ‘Reviewed With’ field
6. Click ‘Create’

Editing an Inspection

Clicking on the pencil icon next to an inspection will open it and allow you to edit it.

Clicking the ‘Edit’ button will allow you to update the inspection details.

Adding Findings to an Inspection

1. Select a contractor from the dropdown list.
2. Select the finding category from the column on the left.
3. To add findings, click ‘Add Note’ in either the Positive or Negative column on the right. Detailed instructions on how to add positive findings or add negative findings can be found in their respective Help Center articles.

Assigning Inspections

Inspections can be assigned based on trends or other factors. Assigned inspections will typically have a due date and may include specific contractors and/or categories that must be observed with findings added.

1. The “Assign Inspection” tab shows all inspections that have been assigned.
2. Click “Assign New Inspection” to create and assign a new inspection. The “Inspection Type” and “Project” fields are the only required fields on the next page; the other fields can be filled out at a later date if they are not known at the time of creation.
3. Select at least one user in the “Inspectors” field to assign the inspection.

Completing Assigned Inspections

1. Click the ‘Assigned Inspections’ tab. Assigned inspections will appear in the list, as shown below:
   
2. Click the ‘+’ in the “Add Inspection” column for the inspection you want to complete.