Inspections can be found in two places:

1a. At an Organisation level — under 'All Projects', showing inspections across every project you have access to

1b. At a Project level — within a project, showing only that project's inspections

The Inspections page has three tabs: All Inspections, My Inspections and Drafts. You can filter by inspection type, add further filters, and use 'Actions' to export.

2a. Click 'New'
​2b. Click 'New Inspection'

3a. Select the Project, Inspection Template, enter the Location and enter a summary
​3b. Click 'Next' — or click 'Save New Draft' to come back to it later

Questions are grouped into sections. Some are free text, others require a Pass, Fail or N/A response.

4a. For a free text question, type your answer in the box
​4b. For a Pass/Fail/N/A question, click 'Add Response'

5a. Select Pass ✔️, Fail ✖ or N/A
​5b. Add any Additional Information or upload any Proofs
​5c. Click 'Save'

Example of pass:

If you answer Fail, you will be asked to raise a Task so the issue can be tracked and actioned.

6a. Enter a description
​6b. Set the Priority — Low, Medium, High or Critical
​6c. Set the Due Date/Time, enter the Location and add any Attachments
​6d. Select who the Task is Assigned To
​6e. Click 'Submit'

The raised Task then shows against the failed question, as shown below:

7a. Select 'Next'

7b. If any questions are still unanswered when you continue, you will be warned before proceeding. Clicking 'Confirm' marks every unanswered item as N/A.

You will then see a review of your inspection before submitting, showing the Inspection Items breakdown (Pass, Fail and N/A) and the number of Tasks Raised.

8. Check through the Inspection review and if everything is correct, select 'Submit'.

Once submitted, the inspection is given a unique code and marked as Completed.

9. The record has three tabs:

The 'General Information' panel on the right shows the Summary, Project, Location, Unique Code and Date, along with the Inspection Items and Tasks Raised totals.

10a. Click the 'Tasks' tab to see the Tasks raised from this inspection.

10b. Click this icon of a Task summary to expand it.

Here you can see the inspection, who it is assigned to, its priority, due date and its Activity Timeline.

11. Click 'Move To Done' when the work is complete.

12a. Depending on how the Task Template is set up, you may need to provide evidence before the Task can be closed. Add any Additional Information, upload the required Proofs

​12b. Click 'Save'.

The Task is then marked Done and the evidence is recorded against the timeline.

13. The 'Actions' menu on a Task lets you:

1. From the project home screen, tap 'Inspections' to view the inspections on this project

2a. To raise a new inspection, tap the '+' button
​2b. Tap 'Create New Inspection'

3a. Select the Project and the Inspection Type, then enter the Location and a Summary
​3b. Tap 'Continue' to answer the Inspection questions

​4a. For a free text item, type your answer in the box
​4b. For a Pass/Fail/N/A item, tap the tick, the cross or N/A

5a. Tap 'Add evidence' to add a description or proofs against your response.

5b. Tap '+ New Response' if you need to record more than one response against the same item

5c. Add your evidence

5d. Tap 'Update'

Answering Fail opens a Task form. Enter a Description, set a Due Date/Time and Location, and add any Attachments.

6a. Set the Priority — Low, Medium, High or Critical
​6b. Select who the Task is Assigned To
​6c. Tap 'Continue'

7. If any items are still unanswered, tap 'OK' to mark them as N/A

8. Check the review of the inspection, then tap 'Submit'

9. On the completed inspection, tap the 'Tasks' tab

10. Tap the Task to open it

11a. On the Task, tap 'Actions'
​11b. Tap 'Move To Done'

Depending on how the Task Template is set up, you may need to provide evidence before the Task can be closed.

12a. Add any Additional Info and tap 'Add' to attach the required Proofs
​12b. Tap 'Continue'

The Task is then marked Done. The Task Actions menu also lets you Edit Task, Reassign Task, Cancel Task, Download Task as a PDF, or Copy Task Link.

Note: The actions available to you depend on your permissions. If an action you need is missing, contact us via live chat or at help@siteassist.co — we may need confirmation from the relevant person(s) before we can change your permissions.

If you have any further questions or wish to leave any feedback, please contact us directly by emailing help@siteassist.co or by speaking to us via live chat on the mobile application or the web platform. 😁