Inspections

• Use Workplace Inspection for your own workplaces, Site Inspection for jobs on other sites and Vehicle / Mobile Plant Inspection for vehicles and mobile plant held in your Plant, Equipment & Vehicle Register.
• Approved Vehicle / Mobile Plant Inspections update the linked register item with the inspection date and supplied kilometres / Rego / WOF-COF / RUC details.
• Use Plant, Equipment & Vehicle Register to manage vehicles, machinery, plant, tools and equipment. The register is Level 3/4 only.
• Use Create an inspection checklist for general personalised inspections. Use Create a Vehicle / Mobile Plant Inspection Checklist for Vehicle / Truck / Trailer or Mobile Plant / Machinery inspections. Open a saved checklist to start a Vehicle / Mobile Plant Inspection, then select the vehicle or mobile plant item from the Plant, Equipment & Vehicle Register.
• Inspection Issues shows issues found across inspections without changing the original inspection record. Level 3/4 can record when an issue is completed. Saved Inspection Issues registers appear below Saved Inspections by Site; Save stores the register, Print uses the device print dialog, and Draft PDF is created separately.
• Saved records are grouped by the saved site record where possible, then split into Company Sites and Other / Client Sites.
• Company Sites are open first and always remain listed. Other / Client Sites are closed underneath, with empty external sites hidden unless Show empty sites is ticked in that section header.
• Individual site rows start closed when opening this page from the sidebar or dashboard and stay open during same-page actions like upload or delete.
• Upload Site Doc stores a document against that site group. Word, Excel, and PowerPoint files show both View and Download links.
• Access follows the saved-evidence workflow: L1 can view saved PDFs only; L2 can create/open inspections they completed; L3 can review, upload, Draft PDF, Approve and email; L4 can delete.
• On inspection forms, Save requires and locks the Completed By name/signature. L3/L4 can still tidy non-signature content and add files/issues before approval.
• Vehicle / Mobile Plant Inspections are kept with the Plant, Equipment & Vehicle Register records below, not under Saved Inspections by Site.
• Saved Plant, Equipment & Vehicle Registers appear below the site inspections. All sites is the master register view and now sits inside Company Sites, followed by individual company locations. Vehicle inspections stay under the matching register/site. Saved register PDFs stay there too. Level 4 can delete records/PDFs where permitted.
• Offline Field Use: Workplace Inspection, Site Inspection, Vehicle / Mobile Plant Inspection and saved Personalised Inspections remain available. The Designer and Plant, Equipment & Vehicle Register are greyed out offline. The last 7 days of inspection records can be opened; attachments, site-document uploads, Print/PDF, Email, Approve and Delete require internet.
• Draft PDF, Approve, PDF, Email, and Delete follow the normal inspection approval flow.