Run and schedule inspections
Run a checklist on your phone (pass, fail or N/A for each item, with notes and photos), schedule checklists for each site, and turn failed items into actions or findings.
1 min readLast updated
Applies to: Site Safety Records · Administrator, Safety officer (HSEQ), Project or site manager, Director or executive
An admin runs and schedules inspections; builders and businesses also let a safety officer (every site) and a project or site manager (their own sites) do it. A director or executive can read them.
How to run one
- Step 1: Open Inspections. Under Start an inspection, choose the Site and the Checklist, then Start.
- Step 2: For each item choose Pass, Fail or N/A. Add Notes (needed when it fails) and a Photo.
- Step 3: Choose Save for later to carry on another time. It stays In progress.
- Step 4: Add General notes and choose Complete inspection.
Failed items
- Under each failed item, choose an owner under Raise an action: owner and Raise to make a corrective action linked to it.
- Or choose Give it to one of your contractors to fix to make it a finding for them. The item's photos go with it. See Findings.
How to schedule a checklist
- Step 1: Under Schedule a checklist, choose the site, the checklist, How often (daily, weekly, fortnightly, monthly or quarterly) and the first due date.
- Step 2: Choose Save schedule. Setting it again changes it; Stop ends it.
What happens next
- The score is passed ÷ (passed + failed). N/A items are left out.
- When a scheduled inspection falls due, the site's manager is told once (with no manager, the safety people) and it shows under Needs you. Completing it moves the next due date on.
- History lists each site's inspections with their scores, with a CSV link.
Without signal
Carry on: answers and photos are kept on your phone and sent when you're back. A scheduled inspection that was already overdue is completed from when it arrives, and shows as recorded later. See Working without signal.