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. The default view shows all inspections, but there is a toggle at the top of the table that allows you to filter to your assigned inspections by clicking on “Assigned to Me”:

Filters

In addition,  you can refine your table by searching or by setting any of the available filters, including inspection date, inspection type, project, and status:

Set Filters

By clicking on the dropdown arrow within a filter box, you can select the specific criteria that you are looking for. In the example below, the inspections have been filtered to only include construction safety inspections from four projects that are either open or in progress:

Clear Filters

When you have your filters set, you’ll notice a “Clear” button appear to the right; your filters will remain set until you hit the Clear button or until you navigate away from Inspections: 

Individual Inspections

To perform specific actions for an individual inspection, you have two options. First, you can click on the three-dots dropdown in the far right column to open an action menu for that inspection that includes share, add finding, view inspection, edit inspection, and delete inspection:

In addition, you can view the details of an individual inspection and add findings or edit the inspection by simply clicking on the inspection name. You will then be navigated to a separate overview page for that inspection. This overview page is broken down into three main parts: details of the inspection (date, inspector, project, etc.), a graphic of inspection findings to date, and a list of inspection findings to date: 

Add a Finding

To add a finding to the selected inspection, click on the add finding 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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