Performing an Inspection
Inspections assigned to you will show up on the My Assignments tab on the Inspections Dashboard as well as the Inspections page, and Organizational Calendar. To begin an inspection, click "Start" and the template will open. This will take the inspection from "scheduled" to "in progress" on the Inspections Dashboard.
When performing an inspection you’ll need to answer each question in order to “Complete”. If a particular question does not apply to your area, select the option “Skip" .
If you have chosen to inspect more than one zone on the inspection, questions will be repeated for each zone.
If something comes up during an inspection you can save and exit and return later. You also have the option to cancel the inspection and not save your answers.
If you want to call extra attention to something during an inspection you can add notes, attachments, or add a follow up task. You can do this by clicking the options menu and selecting what you'd like to add. Anything you add this way will be stored within the inspection record for you. Tasks will also be accessible to review and manage in the Tasks module. Any task created from within an inspection will have a direct link back to the inspection.
Once your inspection is submitted, the results will be compiled for review on the Inspections Dashboard. You’ll also be able to review it on the Completed Inspections tab.