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
Tap the plus icon on the inspections or issues tab. A blank inspection record opens.
- 2
Pick the inspection type from the list. The type drives which template loads next.
- 3
Confirm the plot or zone reference. The app may auto-fill this from your GPS; check it is correct.
- 4
Fill the required fields. Required fields are usually marked with an asterisk or red border.
- 5
Add a photo if relevant. Tap the camera glyph in the toolbar; the photo auto-tags GPS and time.
- 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.