Below is an explanation of each of the Inspection creation wizard steps. Click the arrow next to a section title to expand its contents.
Start an Inspection
There are a number of ways to start a new inspection.
Select the CREATE INSPECTION button from the top-right of the navigation bar.
Then choose a project from the dropdown list of the recent project list.
You can also choose a recent project from the list at the bottom of your dashboard.
Either way you choose to start the inspection, you will eventually end up on the Inspection Basics page. It should look like the image below.
1. Basics
The Basics step of the Inspection Wizard is the first step in creating a new inspection. The form on this page contains basic information about the related project, the inspection date, location and weather information, and spots to keep general notes about the inspection.
Form fields and their definitions
General Details
Project - The name of the project this inspection is tied to. This cannot be changed from this page.
Inspection Date - This is the date the inspection was performed.
Location From & To - Use these fields to track the starting and ending location of the work being performed.
Weather
The weather section will automatically display forecast information once an Inspection Date has been selected.
The location of the forecast is determined by the location set on the project. Historical weather data is available for the past 3 years. Weather forecasts are available 10 days into the future.
Weather Day - When toggled on, indicates productivity was affected by the weather.
Weather Notes - An open text field for any notes regarding the weather.
Comments & Entry Fields
General Comments - This is an open text field for any general notes that may not be specifically related to an item or piece of equipment.
Additional Entry Fields - Select additional note entry fields to add to the inspection. These fields can be created by users with Project Manager or greater access.
2. Personnel
The Personnel page is the second step of the Inspection Wizard. On this screen, you can list the different crews that are on-site from the drop down list, copy a crew list from a previous inspection, or create a new crew and personnel list.
Before Selecting A Crew
Select a Crew - Use this dropdown field to select a crew that has been previously used on the current project.
Copy from Previous Inspection - Click this button and open the subsequent dropdown box to select a Personnel list from a previous inspection. The previously used personnel list is applied automatically after choosing a previous inspection date.
Creating a New Crew
Type the name of the crew you would like to create into the crew selection drop down box.
Choose the "Create new {YOUR_CREW_NAME} crew" option when it appears.
The newly created crew will be added the current inspection automatically.
Newly created crews will be available for selection on any new inspections within the same project.
After Selecting A Crew
Select Worker Type - Worker Types are the specific roles crew members perform. Selecting an item from this list will automatically add it to the Crew list.
Number of Workers - Enter the number of workers of the specific worker type in this field.
Hour Worked - Enter the total number of hours worked by all of the workers of the specific worker type.
Creating a New Worker Type
Type the name of the worker type you would like to create into the worker type selection drop down box.
Choose the "Create new {YOUR_WORKER_TYPE}" option when it appears.
The newly created worker type will be added the current inspection automatically.
Newly created worker types will be available for selection on any new inspections within the same project.
3. Equipment
The Equipment step of the Inspection Wizard allows you to add the on-site equipment items to the inspection report. Equipment items are created by Project Managers but can also be created by Inspectors on-the-fly in the field.
The equipment list is company-wide and equipment items are shared across all projects.
Before Selecting Equipment
Select Equipment - Use this dropdown field to select equipment items that are being used on-site.
Copy from Previous Inspection - Click this button and open the subsequent dropdown box to select an Equipment list from a previous inspection. The previously used equipment list is applied automatically after choosing a previous inspection date.
Creating a New Equipment Item
Type the name of the equipment item you would like to create into the equipment selection drop down box.
Choose the "Create {YOUR_EQUIPMENT_ITEM_NAME}" option when it appears.
The newly created equipment item will be added the current inspection automatically.
Newly created equipment items will be available for selection on any new inspections across the entire company.
After Selecting An Equipment Item
Active Hrs - Enter the amount of hours the item was actively used on the job-site.
Idle Hrs - Enter the amount of hours the item was idle on the job-site.
Contractor - Select the contractor who is responsible for the item.
Comments - Add any relevant comments about the item to this field. These notes will appear on the inspection report.
4. Items
The Items step of the Inspection Wizard is where you add placed, billable items to the inspection. Like the previous steps, you also have the option to apply items used on previous inspections in the same project.
Before Selecting An Item
Select An Item - Use this dropdown field to select items that are being placed.
Copy from Previous Inspection - Click this button and open the subsequent dropdown box to select an Item list from a previous inspection. The previously used items applied automatically after choosing a previous inspection date.
Show All - By default, the item dropdown list only shows items that have a non-zero inventory amount on the current project. Clicking the Show All button will update the list to show all items, even if they have 0 allowed inventory on the current project.
After Selecting An Item
Quantity Placed - Enter the total placed quantity for the selected item down to 3 decimal places.
Notes - Click the down arrow ( \/ ) next to the Quantity Placed field to display an area for item specific notes. (See image below)
Click the red trashcan icon next to an item to remove it from the inspection. The item will still be available for future inspections within the same project.
5. Attachments
The Attachments step of the Inspection Wizard allows you to upload images and PDF attachments directly to the inspection. Items uploaded here will be included on the PDF export of the inspection.
There is not limit to the amount of files you can attach to a single inspection. There is a single upload limit of 100MB. If you need to upload more than 100MB of attachments, you must upload them in batches. The upload window will keep you updated on the total size of the selected attachments.
Uploading Attachments
Click the upload field or drag and drop images directly from a file window on your computer onto the upload box.
If you clicked the upload field, select the file(s) you want to upload in the following popup window.
After selecting the files you want to upload, you will have the opportunity to name each file and add a longer description (not required).
6. Review
This is the final step of the Inspection Wizard. On this page, you can see the final inspection with all of the details added in the previous steps.
You can also save the inspection as a draft or submit it for approval by the Project Manager from this page.
If you are an Inspector, requesting approval on an inspection will remove it from your dashboard. You can still find it under the Daily Inspections tab though.