Start an Inspection from a Schedule

Execute a scheduled inspection that was assigned to you by a manager or supervisor.

Before You Start

• You need access to the Inspections module
• An inspection must be scheduled and assigned to you or your team
• You will receive a notification when a new inspection is scheduled for you

Steps

Step 1: Access scheduled inspections

1. Click Inspections in the left navigation bar
2. Switch to the Scheduled view to see your upcoming inspections

[Screenshot: Toggle or tab to switch between completed/in-progress and scheduled views]

Step 2: Find your scheduled inspection

In the scheduled view, you see inspections assigned to you with:

• Template name
• Description
• Inspection ID
• Scheduled date and time
• Inspection questions

Use the search bar to find a specific inspection if you have multiple scheduled.

[Screenshot: Scheduled inspections list showing inspection cards with details]

Step 3: Start the inspection

1. Click on the scheduled inspection you want to execute
2. The inspection opens with the template already selected
3. You see the inspection details: name, description, sections, pages, and questions

[Screenshot: Inspection execution view showing template details before starting]

Step 4: Complete the inspection

1. Answer each question in the inspection
2. Upload evidence when required or prompted
3. Add comments to provide additional context
4. Create corrective actions if you identify issues

Your progress is tracked as a percentage so you know how much remains.

Step 5: Review and finalize

1. After answering all questions, click Continue
2. Review the summary showing all your answers
3. Edit any responses if needed
4. Click Finalize to complete the inspection

The completed inspection is saved with full traceability and available for supervisor review.

Scheduled vs. Ad-Hoc Inspections

Aspect	Scheduled Inspection	Ad-Hoc Inspection
Who creates it	Manager/Supervisor schedules in advance	Operator starts on demand
Template selection	Pre-assigned based on schedule	Operator chooses from available templates
Due date	Set by scheduler	None (or set by operator if supported)
Visibility	Appears in Scheduled view	Created directly via Execute Inspection

Tips

• Check your scheduled inspections at the start of each shift to plan your work
• Complete inspections before their due date to maintain compliance
• If you cannot complete a scheduled inspection, inform your supervisor so it can be reassigned
• Scheduled inspections may recur (daily, weekly, monthly) — completing one generates the next occurrence automatically