Conducting inspections in the mobile app
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This article explains how to conduct inspections using the mobile app, from selecting objects to finalising your inspection.
1. Selecting the inspection location
To begin your inspection:
- Search for and select the object you want to inspect: a User, Room, Asset, or Group.
Alternatively, use the barcode scanner to find assets or tap Add Asset + to create a new one.
2. Configuring inspection settings
To configure your inspection:
- Choose your Template.
- Select your Department.
- Add inspectors to the roster by entering their email address.
- Tap Start Inspection when ready.
Tip: You can also add rosters for specific requirement groups on this screen.
3. Answering inspection questions
To complete your inspection questions:
- Answer inspection questions by category.
- Add notes in the Inspection Notes box.
The action buttons provide the following functions:
- Save – saves progress without finishing
- Cancel – stops the inspection
- Continue – moves to the Finalise page
For each question, you can add notes, attach photos, and create corrective actions. If a question has multiple actions, you will see the severity of the most recent one plus a count of all actions. Tap the count to open the Actions panel.
Tip: Use the search bar on the Questions page to find questions without scrolling through every category.
4. Editing corrective actions
To edit an action:
- Tap any action in the Actions panel to open the Edit Action screen.
- Update the roster, severity, tags, comments, and attached photos as needed.
Actions page
Edit action