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. 

• Related Articles

• Managing Inspection Questions

  You can manage your inspection questions through the Manage Content page. Inspection questions are the things you need to know about the item types you are inspecting. Questions can contain a specific code or citation if you choose to add one. Dakota ...

• Managing Inspection Templates

  Inspection Templates are a reusable sets of questions you want to ask about particular item types throughout your organization. A template can be global for use throughout your entire organization, or facility specific. Inspection Templates are ...

• Scheduling and Managing Inspections

  Once you have created at least one inspection template, you are ready to start performing inspections. To schedule an inspection you can click "Schedule Inspection" from the inspections page, calendar, or dashboard. This will bring you to the ...

• Creating a New Task

  When you notice something at one of your facilities that needs to be taken care of, you can track progress by creating a task. You can create a task directly from the tasks page but clicking the 'add task' button, or while you are performing an ...

• Organization Set Up and Definitions

  The first step to getting started is to set up your organization, which is a collection of facilities where activities take place and users who perform and review those activities. All EHS activities will be associated with facilities in your ...