Routes are a helpful way to organize inspections. An inspector may enter a building and inspect each Inspection Point in the same order, every time. The inspector can create a route in the mobile app; this way, anyone who is not familiar with the building can complete inspections in a timely manner. Routes can be created in the mobile app (recommended) and the web app.
Learn how to create a route in the web app by watching our video tutorial, or scroll further for step by step instructions.
Video Tutorial
Step by Step Instructions
To add a Route in the web app, follow these steps:
- Click Inspections.
- Click Routes.
- Click the green plus sign.
- Enter a Description. You may want to include location information, such as Facility name, Level 1 location, and/or Level 2 location.
- Optional: Checkmark Enforce Sequence. This forces Inspection Points/Locations to be inspected in a specified sequence.
- Optional: Checkmark Confirm Item ID. This forces the Item ID to be confirmed before starting an inspection.
- Optional: Checkmark Confirm By Scan. This forces the inspector to scan the Item ID before starting an inspection. Confirm Item ID must be enabled first.
- Optional: Select a Comment List. This will be displayed when skipping a route stop. (e.g. Room under construction)
- Enable this Route.
- Click Inspection Categories.
Now, you can select categories:
- Select the Inspection Categories this route applies to.
- Click Route Stops.
Now, you can select the stops on this route:
- Click the green plus sign.
- Select a Facility.
- Select a Level 1 Location.
- Select a Level 2 Location.
- Select a Location.
- Select a Point ID.
- Click Save.
Repeat steps 13-19 until all necessary Inspection Points are added, and click Save.
To edit a route, click the pencil icon.
To remove a route, click the red X.