Add an inspection

Every inspection belongs to a work item, so you choose the work item first.

Step 1: Choose the work item and template

1. Start a new inspection from My inspections by selecting Start new, or from the work item's card by selecting New inspection.
2. Select New inspection on the work item you want to inspect.
3. Under Default inspections for this work item, select a suggested inspection to filter the template list.
4. Under Checklist template, choose a template. You can pick a template from the library, one of your own from Checklist Studio, or leave it empty to start a notes-only inspection.
5. Select Continue.

Step 2: Answer the checklist and save

6. If you chose the wrong template, select Change template. This takes you back to the previous page for the same work item.
7. (Optional) Set the Inspection Location by typing latitude and longitude, or select Use current location.
8. Answer the questions in the Checklist. Questions come in different types, and each one is answered in the way that suits its type. For example, a question may ask you to choose Yes, No or N/A, to write a description, or to upload an image. Questions marked with a red asterisk are required, so you must answer them before you can complete the inspection.
9. Under Status & Notes, choose a Status:
   • Pending: choose this if the inspection is not finished and you want to come back to it later. You can reopen a Pending inspection and change its questions and details.
   • Pass, Fail or Partial: choose one of these only when the inspection is finished. After you save with one of these statuses, the inspection can no longer be edited, including its questions and details.
10. (Optional) Set a Next inspection time. KaelSite adds a reminder to your calendar.
11. (Optional) Add Site notes, and upload a Signature image if you need one.
12. Select Save inspection.

What happens next: you go to the inspection preview page.