Training library
Site Workflows· 120s

Issuing an inspection from the live site

Create a new inspection record from your phone while standing on the area being inspected.

Practical steps

  1. 1

    Tap the plus icon on the inspections or issues tab. A blank inspection record opens.

  2. 2

    Pick the inspection type from the list. The type drives which template loads next.

  3. 3

    Confirm the plot or zone reference. The app may auto-fill this from your GPS; check it is correct.

  4. 4

    Fill the required fields. Required fields are usually marked with an asterisk or red border.

  5. 5

    Add a photo if relevant. Tap the camera glyph in the toolbar; the photo auto-tags GPS and time.

  6. 6

    Tap Save. If a sub-contractor needs to be assigned, the next screen lets you pick them.

Key takeaways

  • Inspection type drives the template; pick the right type or the form will be wrong.
  • GPS auto-fill is helpful but not always correct. Visually confirm plot reference.
  • Save first, assign second. This avoids losing the record if the assignment screen fails.

Printable checklist

Two sides of A4, gloves-on legible, fits in a hi-vis pocket.

Download PDF