If there are multiple Inspection Points that need to be inspected, and they are all located in the same area, you may want to Inspect by Location.
Learn how to Inspect by Location by watching our video tutorial, or scroll further for step by step instructions.
Video Tutorial
Step by Step Instructions
Start by tapping the plus sign.
Tap Inspect by Location.
Tap the scan icon, then scan the location's QR code or barcode. You can also type the Location ID. If there is no QR/barcode and you do not have the Location ID, proceed to the next step. (Please note: QR codes are recommended over barcodes, because they are more easily read by the camera.)
Search for the Location:
- Optional: Choose an Inspection Category.
- Select a Facility.
- Optional: Select a Level 1 Location. (e.g. This might be the building.)
- Optional: Select a Level 2 Location. (e.g. This might be the floor.)
- Optional: Select a Location. (e.g. This might be the room.)
- Tap Confirm.
Now you can view the Inspection Points within this Location:
- Optional: Tap the Filter icon to Filter and Sort the list. Please note: As you inspect each Inspection Point, they will fall off of your list. However, if you select 'Include Points Inspected Today', Inspection Points will not fall off of your list as they are completed.
- Tap the Inspection Point you'd like to start with.
- Tap Start.
If Force Scan is enabled, you will be prompted to scan the Inspection Point's QR/barcode.
Now continue with this Inspection Point:
- View the Inspection Point's available information, such as Status, Last Inspection Date, Properties, and Image.
- Tap Next.
If applicable, select the type of inspection to be completed, such as Weekly, Monthly, or Annual. You can view the Due Date for each inspection type here.
Now complete the inspection:
- Complete all required questions. Use the Comment and Photo icons to add supplemental information as needed. If a Comment or Photo is required, the icon will turn red.
- Based on your Form settings, you may have a toggle for "Corrected On Site". If the Inspection Point could have failed, but the inspector was able to resolve the failure at the time of the inspection, this allows the inspector to resolve the failure without generating a CAPA.
- If an Article is attached to this Form, you may find helpful information about this type of inspection.
- Tap the menu icon to filter the questions (e.g. Show All, Show All Mandatory, etc.)
- Tap More to leave an Overall Comment, change the point's Status, or the point's Location.
- Tap Done.
You can perform another inspection on this point, return to the list, or quit. If you tap Return To List, you can inspect the next point in this Location.