Create a Safety Inspection template

The Safety Inspection tool allows you to create inspection templates related to a specific project.

These templates can then be used by team members to complete safety inspections on site using a computer or any smart device.

Safety inspection templates are available to all members of your project team.

To create a Safety Inspection, follow the steps below.

Step 1:  Go to the Safety Inspection register

Navigate to your Management module and click on the Safety Inspection tool to access your project's Safety Inspection register.

 

Step 2:  Click “VIEW TEMPLATES”

Click the "VIEW TEMPLATES" button.

Step 3:  Create a new template

Click the "CREATE NEW TEMPLATE" button.

Step 4:  Add your inspection title

Type the title of your inspection in the "Inspection title" field.

Step 5:  Add a section title

Type in the title of your first safety inspection section.

Step 6:  Add inspection items to your section

Type in the name of each item under your section. 

You can add more items to your section by clicking the "+ADD ITEM" button.

Note: When completing a Safety Inspection, team members will mark each item as "Acceptable", "Not Acceptable" or "Not Applicable (N/A)". They will then have the opportunity to add a risk level, note, due date and any related photos to the item.

Step 7:  Add more sections and items

Add the rest of the sections and items related to your inspection template.

Step 8:  Preview your Safety Inspection template (optional)

If you would like to see what your Safety Inspection looks like in action, click on the overflow button on the top-right hand side of your toolbar and select "Preview" from the menu.

Step 9:  Save your Safety Inspection template

Click the "SAVE" button on the top-right hand side of your screen to save your Safety Inspection template.

If you have any questions about Safety Inspections, shoot us an email at [e-mail] and our customer success team will be in touch.