After you have assigned a checklist to a record you can carry out inspections on one or more records with that checklist.

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Step by Step

As per the standard way of adding an inspection, navigate to, select and add an inspection to the records you need.
Follow this article if you want more details on this process.

When you have the Add inspection window open, the checklist should appear at the top. If you have more than one checklist assigned to the record you can choose which one to use by clicking on Select Checklist.

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 next to the checklist name will change from a red exclamation mark to an amber magnifying glass. If all the checks are completed this will change to a green tick. You can Select all checks in a section at a time.

If you are inspecting multiple records and they have similar checklist outcomes, you can use the small blue 'Copy down to all' arrow to the right of the checklist name. However, if the records have different checklist outcomes don't forget to unselect the relevant checkboxes.

You still need to 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 click into the record to see the checklist results displayed in the record history as a summary of, for example, 7/7 checks completed. Click on the ⌄ next to the number to view the details of each check.

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