Skip to Content

Record an inspection

An inspection records the condition of the equipment and what should happen next. It finishes a check or preventive job and books the next one.

Record an inspection

  1. Open the job and tap Record inspection.
  2. Under Checklist, answer each step. For a check, tap Pass or Fail; it starts as Not answered. Enter readings and notes. Add a Note (optional) where it helps, and Add a photo for this step where a step asks for one.
  3. Under What you found, choose the condition.
  4. Choose How soon it needs attention and What should happen. The choices depend on the condition.
  5. Enter The defect, if there is one, and any Notes.
  6. Under Photos, tap Add a photo.
  7. Tap Save.

If a message appears

  • Choose what you found.: choose the condition.
  • A message listing steps that still need an answer, or steps that need a photo: complete them and save again.
  • A message that the condition cannot be "No defects observed" when checklist items failed: choose another condition.
  • This task needs at least one photo as evidence.: add a photo.
  • A message that the checklist is not on this phone yet: open the form again when there is a signal.