Make sure you have assigned a checklist to a record before you carry out inspections on one or more records with that checklist.
Step by Step
In the add inspection window, tap on Add Checklist to apply the checklist that has been assigned to the record.
If you are inspecting multiple records at once, you can copy this checklist down to all the selected records using the copy down icon (three horizontal lines with an arrow).
Click on the small grey boxes to the left of the individual checks to mark each of them as completed. The box will change from grey to green.
You can add comments to each check using the pen icon on the left hand side. Here you can also upload a photo or a file to further evidence your inspection. When you've added a comment against a check the pen icon will change to three horizontal lines.
You'll also notice that the symbol for the checklist sections will change from a red exclamation mark to an amber magnifying glass. If all the checks are completed in the section this will change to a green tick.
If you are inspecting multiple records and they have similar checklist results, you can use the the copy down icon to apply the same results to all the next records in the list. However, if the records have different checklist outcomes don't forget to unselect the relevant checkboxes.
Don't forget to still choose an overall state for the inspection and, if necessary, write in any general comments, set a next inspection date or add a file/photo.
Press Save to complete the inspection.
Once the inspection is completed and saved, you can see a summary in the record activity with the number of checks complete, e.g. 12/13 checks. The full details of the checklist including the check comments are only currently available to view on the web app.
See related articles:
- How to Assign a Checklist to a Record
- How to use Manufacturer Checklists
- How to add a document or file to a record
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