How to start inspections

This article shows you how to start new inspections via the web app and the mobile app.

Before you begin

What are inspections?

Inspections are the processes you and your team go through to capture data and populate reports. In your context, conducting an inspection could be filling in a form, performing an audit, or going through a checklist.

You'll need

• "Conduct" template access level at a minimum

Take note

• Changes made to inspections via the web app are saved as you go, while changes made to inspections via the mobile app are only saved and synced when your device is connected to the internet.
• If your device is offline or doesn't have an internet connection, any inspection progress will be stored on the device, until the device is online or has an internet connection again to be synced.

Start an inspection

Web app

• Log in to the Audit Branch web app.
• Select Templates from the menu on the left-hand side. If you've bookmarked the template, you can also start an inspection by clicking the template on the "Dashboard" page.
• Click Start inspection on the template's right-hand side.
• Progress through the inspection accordingly and take note of any required questions, which can be identified by an asterisk next to the question label.
• Once you reach the end of the inspection, click Complete inspection.
• In the side panel, you can review questions that have flagged responses or actions. For each question, you can:
  
• Click Create action to create an action. If the question has notes added, the notes will be used as the action title.
  
• Click Skip to dismiss.
  
• Once all questions have been reviewed, you can Assign all actions or Skip all for now.
  
• In the pop-up window, click View & export report if you want to download the inspection report or click Save and close.
  

Mobile app: Phones

• Tap Inspections at the bottom of your screen.
• Select the Templates tab at the top of your screen.
• Start an inspection:
  iPhones: Tap Start inspection below the template title.
• Progress through the inspection accordingly and take note of any required questions, which can be identified by an asterisk next to the question label.
• Once you reach the end of the inspection, tap Complete inspection
• You can review questions that have flagged responses or actions. For each question, you can
• Tap Create action to create an action. If the question has notes added, the notes will be used as the action title.
• Once all questions have been reviewed, you can Assign all actions or Skip all for now.
• Tap View & Export Report if you want to download the inspection report or tap Save & Close.