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 firstname.lastname@example.org and our customer success team will be in touch.