Set Up Inspection Checklists

What you'll need

How to Configure an Inspection Type and Checklist.

1. First create Inspection Types (a way to categorise different inspections)
2. Next, Create Inspection Check List Types (these are the different sections of your inspection)
3. Finally, draw this all together by Creating an Inspection Type.
4. Select all the Inspection Check List Types you want to be included in this Inspection Type.
5. Hit Create

Create a Checklist

1. Go to Administration > Inspection Checklist Types
2. Click + to add a checklist
3. Choose checklist type (Inspection, Permit Start/Finish/Closeout, etc.)
4. Add questions:
   • Text types: Heading, Text, Free Text, Single Line
   • Response types: Yes/No, Yes/No/NA, Date, File Upload, Image, Signature
   • Action types: Issue-linked, Audit Score, Nested Inspection

Checklist Features

• Set default checklist for specific inspection types
• Use Copy Settings to New Question for efficiency
• Reorder questions via dropdown or arrows
• Clone any checklist via the Options cog > Clone
• Use Audit Scores to track numerical compliance ratings