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How do I create an Inspection?

An Inspection must be created as a Template. The template then can be saved as a draft until the Inspection is ready to be circulated to staff.

  1. Click on EHS > Inspections
  2. Click on the Templates tab
  3. Click on '+ Create Inspection Template'
  4. Type in the Inspection Title
  5. Select the Work Groups
  6. Click on the 'Section' green button
  7. Type in a Section title e.g. 'Office'
  8. Click on the 'Question' green button
  9. Type in your question
  10. Repeat steps 6-9 for as many sections/questions
  11. Save Template as Draft if you are not ready for staff to use your Inspection
  12. Click Activate Template. The Inspection is now ready to be used.