Recording inspections in your Papertrail account is very quick and easy - many Papertrail users have reported time savings of 50% compared to paper-based record keeping systems and spreadsheets they used previously. To get started with recording your inspections in Papertrail, here's what you need to do:
How to record inspections in your Papertrail account
When you log-in to your Papertrail account, click on the "INSPECTIONS DUE" (amber) or "INSPECTIONS OVERDUE" tab (red).
Select the record or records which you would like to inspect
and click the "ADD NEW INSPECTION" button.
Once you have done this, a box containing the inspection form (screenshot below) for each selected record will appear:
Select the Current state from the available options. You can choose from the following:
You can also add comments, modify the planned date for the next inspection, update the quantity and add a photo or file.
Once you have done this, click save, and your inspection record will be updated.
If you would like to save even more time by adding inspections to multiple records at once, this can also be done very easily. Click here to learn how to add inspections to multiple records in Papertrail.
Adding an inspection automatically updates the date that the next inspection will be due, according to the Frequency you set up when you added the record to your Papertrail account, or the selected date for 'Next inspection due'.
If you want to add information to a record without changing the inspection frequency or status, you can do this by clicking "Add note" instead.
If you need any further help or advice when it comes to recording inspections in your Papertrail account, please get in touch and we'll be more than happy to help.