Inspection Designer

Instructions:

• This page creates personalised company inspection checklists.
• Pick the section first, type the checklist item, then press Add.
• Use Edit Mode to remove unwanted checklist items.
• Site / Address, Issues, Completed By and Signature are not part of designer mode and are not saved into the template.
• Save Template creates a custom inspection checklist for the company and returns you to Inspections.
• Level 3 and Level 4 can create or edit saved inspection checklists. Level 4 can delete them from the Inspections page.

• Select an existing Site, or enter a new Site Name, an Address, or both.
• Existing Sites use their saved address. Use the Address search to find a new address when online.
• Level 3 and Level 4 can add a new Site from this form. Level 2 saves the Site/Address with the inspection only.
• Tap the green ✓ for acceptable, the red ✕ for an issue, or the black N/A when the item does not apply.
• Selecting the red ✕ creates an issue/recommended solution section. N/A items do not appear in the printed or PDF inspection.
• Completed By is the logged-in worker for the selected company. Save requires their signature and then locks the Completed By evidence.
• L2 users can fill, sign and save inspections. L3/L4 users can reopen saved drafts, tidy non-signature content, add issues/files, then Draft PDF or Approve.
• Offline Field Use: saved Personalised Inspection templates can be opened and completed offline. A red dot means offline; no dot means online. Save remains available; attachments, Print, Draft PDF and Approve require internet.
• Draft PDF and Approve remain L3+ only. Approval locks the whole inspection permanently.

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Issues / Recommended Solutions

Completed By

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Issues / Recommended Solutions

Completed By

Unsaved changes