Inspection Templates - View/Add/Edit - Inspection Items

Updated 1 month ago by Customer Service

Overview

This help pertains to the Inspection Items section of the Inspection Template. This is where the detailed list of items to check for the inspection is setup and organized. It is also where the inspection outcomes and the type of information that should be recorded as part of the outcomes are defined.

On the Inspection Items section, there are two types of rows that can be created:

Section - These types of rows on the Inspection form are used to organize and group the individual Inspection Items. Sections are especially useful if this is a longer or more detailed inspection. Sections can be expanded or collapsed to allow for easy navigation when an Inspector is filling out the Inspection checklist. At least one Section is always created (although it can have a blank name) then optional additional sections can be added. A Section row has a name only and no other information.
Item - These types of rows on the Inspection form are the individual item to be inspected and the specific information to capture about the outcomes of this inspection. It has a title (description of what is to be checked), a response type (how the inspector should respond and with what information as a result of the inspection) and then a preview of what the Response options look like for the Inspector filling out the Inspection form.

There can be as many sections as required to divide and organize the individual items. Each section can have as many individual items as required.

Individual Items can be added (into each section) and with a response type. There are standard built-in response types, but custom response types can be added as well.

Items can also be bulk added by typing in (and adding with the Default Response Type) or by copying and pasting from other applications.