How do I add findings to an inspection in the mobile app?

After creating your inspection and selecting a contractor, then selecting a category, the next step is to add any relevant findings. This article will review adding negative and positive findings to an inspection using the mobile app.

 

Adding Positive Findings

  • After navigating to the Category page and selecting a category, you will see a list of Questions.
  • To add positive findings incrementally by 1, tap the + symbol (yellow box).
  • To open the positive note screen and add positive findings with details, tap the green rectangle (red circle).
    • Note: You can utilize the positive note screen to add detail to a positive note and recognize workers/work crews for good behavior, conditions, planning efforts, etc. More on adding recognition in this article here.

 

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Adding Recognition Forms

  • Tap ‘Add Attachment’ and select 'Add Recognition' to attach a recognition form to the positive note.
  • Use this when a worker or work crew deserves recognition for their efforts with regard to safety.
    • The recognition form is attached to the positive note.

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Adding Negative Findings

 

To add negative findings, tap the red rectangle (yellow square).

Tapping the red rectangle will open the negative note screen.

 

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  • For negative findings, identify if the condition or behavior has been corrected with the Yes/No toggle.

 

For negative findings not yet corrected:

  • Identify the action required to correct the condition or behavior.
  • Assign a due date for corrective action.
  • Assign corrective action to a responsible party.
  • Identify a Risk Level associated with the condition or behavior.
  • Identify the Root Cause that led to the negative finding.

 

For negative findings that have been corrected:

  • Identify Action Taken, Corrected Date, Corrected By, Risk Level, and Root Cause.

 

Adding Accountability Actions

 

For negative notes, you can attach an Accountability Form.

  • You may choose to utilize the accountability form for repeat or serious violations in accordance with your company’s or project’s accountability program.
  • Identify the reason for the action, the person(s) involved, and the number/type of action.
  • The form becomes an attachment to the negative note.

 

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