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How to inspect a record using a checklist on the web app
How to inspect a record using a checklist on the web app
Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

Please note - you will only be able to carry out an inspection with a checklist if the record has checklist(s) assigned to it to the record(s) before you carry out inspections on one or more records with that checklist.

Step by Step

Navigate to the record(s) you want to inspect. Select the record(s) using the tick box on the left hand side of the record. Click Add inspection.

If you had assigned a checklist to the record(s), the checklist should appear at the top in the inspection window. 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 right hand side. Here you can also upload a photo or a file to further evidence your inspection.

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 in a section, 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.

Once finished, click Save.

Please note - 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.

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 โŒ„ next to the number to view the details of each check.

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