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Inspection Form

Add Inspection Forms​

To add an inspection form:

  1. Select Inspections > Inspection Forms from the left sidebar menu.
  2. Select + Add New.
  3. Enter a Name (required) and a Description (required).
  4. (Optional) Select a template to customize. Templates are pre-populated with everyday inspection checklist items. If you want to create a new form, leave this field blank.
  5. Select Save. You'll then be able to modify and add inspection items.

Create Inspection Form Figure.01 Create Inspection Form

Modify Inspection Forms: Add, Edit, or Delete Inspection Items​

Expand an existing Item to Edit (a) or click the edit icon (b). Click the Trash icon to Delete (c). To add new inspection item, click the + Add Inspection Items (d). When complete, click Save (e).

Items List - Edit Figure.13 Items List - Edit

Delete an Inspection Form​

You can delete the form if you no longer need to use an Inspection Form.

IMPORTANT: Deleting an Inspection Form will permanently remove all items created for this form and every inspection submission.

From the Inspection Form list, Under the Action column, click the Trash icon to Delete.

Next Steps​

Now that you have created and edited Inspection Forms, you are ready to create and submit inspections. Learn more about how to create and submit inspections here.