Prerequisites
Make sure these are set up before starting: - Inspection types - Observation types - Locations - Checklists - Employers, JHA, or workers (if associating)
Create an Inspection
- Go to Inspections > Start New Inspection
- Choose a category (optional)
- Select an Inspection Type
- Add a Description (can be edited until submitted)
- (Optional) Select an Employer and Location
- Click Create
- If the inspection type links to permits, equipment, or personnel, select those items when prompted
Employer must be chosen at creation to automatically assign observations