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Carrying Out an Inspection

This is the main job: visiting a site, recording what you find, and submitting it for review.

Step 1 — Start the inspection​

  1. Open the inspection from Tasks or Today's Route.
  2. When you arrive on site, select Start.
  3. The status changes to in progress.

Step 2 — Complete the checklist​

Work through the checklist for the inspection, recording a result for each item and adding notes or photos where needed. This is covered in detail in The Checklist.

Step 3 — Add photos and documents​

  • Attach photos as evidence for any item.
  • Upload any supporting documents.

Clear photos make the review faster and support your findings.

Step 4 — Record findings and recommendations​

Summarise what you found and any recommendations. If the checklist offers an option to generate a summary for you, you can use it as a starting point and edit it.

Step 5 — Sign and submit​

  1. Add your signature on screen.
  2. Review everything.
  3. Select Submit.

Your inspection now goes to a manager for review. You'll see the status change to submitted.

What happens next​

A manager reviews your submission and approves or rejects it. If issues were found, a re-inspection may be scheduled — it'll appear in your Tasks if it's assigned to you.

:::tip Working offline? You can complete the checklist with no internet. Your work is saved on your device and uploads automatically when you reconnect. See The Checklist. :::