How do I add a negative finding?


This article will guide you through the process of adding or editing a negative finding. It will also show you how to view corrected or not corrected findings.

Adding a New Negative Finding

  1. Edit your Inspection to add findings, help article here.
  2. Select the contractor associated with the negative finding.Screen_Shot_2022-05-25_at_1.28.58_PM.png
  3. Select the appropriate category for the finding.
  4. Click ‘Add Note’ on the appropriate question.Screen_Shot_2022-05-25_at_1.29.25_PM.png
  5. Complete all of the appropriate Fields
    1. Location: The specific location within the project/site where the observation occurred.
    2. Description: Describe the finding.
    3. Issue Corrected (Yes/No): Select YES if the issue was resolved at the time of the observation. Select NO if the issue needs to be corrected.
        • Screen_Shot_2022-05-25_at_1.30.18_PM.png
    4. Action Required: What action is required to correct the issue
    5. Due Date: If the issue is not resolved, when is it due?
    6. Assigned To: If the issue is not resolved, who has to fix it?
    7. Action Taken: If the issue is resolved, how was it corrected?
    8. Correct Date: If the issue is resolved, when was it resolved?
    9. Corrected By: If the issue is resolved, who corrected it?
    10. Risk Level: What was the risk level?
    11. Root Cause: What caused the issue?
  6. Upload any photos or other documentation.
  7. Click ‘Save’

Screenshot 2023-09-06 at 12.17.23 PM.png


Finding and Editing A Negative Finding

  1. Click ‘View’ in the negative findings box at the top of the report.Screenshot 2023-09-06 at 12.16.01 PM.png
  2. Click the pencil icon within the finding you want to edit.
  3. Make appropriate changes.
  4. Click ‘Save’