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