Start, edit, and complete inspections #
What you'll need #
- Any eAuditor Plan
- Web app or mobile app
- "Conduct" template access level at a minimum
- Any seat type
- If you’re on the Free Plan, you can only start an inspection using your 5 active templates.
- We recommend starting a scheduled inspection from the Home page on the web app or the Home screen on the mobile app. Starting an inspection from a template may be marked as "Missed" or "Overdue" if the next schedule window hasn't started.
Start and complete inspections #
1. Log in to the web app.
2. Select View report iconInspections from the menu on the left-hand side.
3. Click Plus iconStart inspection on the upper-right corner of the page.
4. In the pop-up window, click the dropdown menu and select the template that you want to use.
5. Click Start inspection.
6. Progress through the inspection accordingly and take note of any required questions, which can be identified by an asterisk next to the question label.
7. Once you reach the end of the inspection, click Complete inspection.
- If your inspection has an approval page, click Request approval.
8. 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.
9. Once all questions have been reviewed, you can click Assign all actions to assign all the actions in bulk or click Skip all to continue.
10. In the pop-up window, click View & export report if you want to download the inspection report or click Save and close.
1. Open the mobile app.
2. Tap Inspections icon mobileInspections at the bottom of your screen.
3. Select the Templates tab at the top of your screen.
4. Tap the template and tap Start inspection from the pop-up options.
5. Progress through the inspection accordingly and take note of any required questions, which can be identified by an asterisk next to the question label.
6. Once you reach the end of the inspection, tap Complete inspection.
- If your inspection has an approval page, tap Request approval.
7. 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.
- Tap Skip to dismiss.
8. Once all questions have been reviewed, you can tap Assign all actions to assign all the actions in bulk or tap Skip all to continue.
9. Tap View & export report if you want to download the inspection report or tap Save & Close.
- Add your templates to folders for easier access and better organization during inspections on the go.
- If you're editing an inspection on the mobile app while your device doesn't have an internet connection, any inspection progress will be stored locally on the device until it's back online again to be synced.
Edit and complete inspections #
1. Log in to the web app.
2. Select Inspections icon mobileInspections from the menu on the left-hand side.
3. Click Continue on the inspection’s right-hand side. If the inspection is completed, click More vertical icon on the inspection’s right-hand side and select Pencil icon Edit inspection.
4. Progress through the inspection accordingly and take note of any required questions, which can be identified by an asterisk next to the question label.
5. Once you reach the end of the inspection, click Complete inspection. If your inspection has an approval page, click Request approval.
6. If there are questions that have flagged responses or actions created, you can review each question to either create an action or skip for now in the side panel.
7. Once all questions have been reviewed, you can click Assign all actions to assign all the actions in bulk or click Skip all to continue.
8. In the pop-up window, click View & export report if you want to download or email the inspection report or click Save and close to exit.
1. Open the mobile app.
2. Tap Inspections icon mobileInspections at the bottom of your screen.
3. Select In Progress & Complete tab at the top of your screen.
4. Tap the inspection and select Continue inspection. If the inspection has been marked as completed, tap Pencil iconEdit inspection from the pop-up options.
5. Progress through the inspection accordingly and take note of any required questions, which can be identified by an asterisk next to the question label.
6. Once you reach the end of the inspection, tap Complete inspection. If your inspection has an approval page, tap Request approval.
7. If there are questions that have flagged responses or actions created, you can review each question to either create an action or skip for now.
8. Once all questions have been reviewed, tap Assign all actions to assign all the actions in bulk or Skip all to continue.
9. Tap View & export report if you want to download or email the inspection report or tap Save & Close to exit.
- Once an inspection with an approval page is approved, it can’t be marked as incomplete.
