4. Start field work
What are inspections?
An inspection is one run of a published form against an asset or a site — who checked it, what they found, and what follow-up that raised.
Last updated: September 2026
What an inspection is
A template is the reusable form. An inspection is one completed or in-progress run of that form.
Each inspection records the template version used, the asset or site, the inspector, timestamps, answers, photos, notes, signatures, and meter readings where the form asks for them.
Asset inspections and site audits
Both start from Inspections → Start New Inspection. Asset and audit conduct use separate permissions (Conduct asset inspections and Conduct audit inspections), so a role may allow one, the other, or both.
| Runs against | Choosing the form | |
|---|---|---|
| Asset inspection (Asset tab) | One asset | Auto-start when that asset type has exactly one usable template; Select inspection template when several; blocked when none (No template published). A usable template is Published, or an older template that is still active |
| Site audit (Audit tab) | One site | You always pick the audit template (filter by audit type). No asset is attached |
Incidents are reported separately — see Incidents.
Ways to start
- From the list — open Start New Inspection, find the asset (or switch to Audit and pick a site and form), then select it.
- From a QR label — scan the asset (or site) code. Same published-template rules as above. See Start an inspection by scanning a QR code.
Conduct and complete
The form walks through sections one question at a time — text, number, choice, date, photo, location, signature, and meter readings where configured.
Required questions block submit until answered. Some answers also require a photo, a note, or both before you can continue. Conditional questions show or hide from earlier answers. Scoring updates live when the template uses it.
Answers save as you go. Resume from Inspections or My Inspections. Offline: Work offline.
On submit, open the record to review answers and follow-up. Use Download PDF for a shareable copy — Open or download an inspection PDF.
Statuses
| Status on the detail page | Meaning |
|---|---|
| In progress | Started, not yet submitted |
| Completed | Submitted and final |
| Cancelled | Stopped without completing |
On the Inspections list the same values currently appear as IN_PROGRESS, COMPLETED, and CANCELLED.
What failed answers do
When a response option is set up as actionable, selecting it can raise a flag, a work request, or a work order, and notify the people responsible. See Add conditional logic and Work management.
Frequently asked questions
Can I edit an inspection after submitting it?
No. Continue only while it is still in progress (use Continue Inspection on the detail page when your role allows).
Why can't I start a particular asset?
Its asset type needs a Published template, or an older template that is still active. Otherwise the asset shows No template published.
Why can't I see an audit template I expected?
Audit templates can be limited by role, group, or site access. Ask an administrator to check your access.
Related articles
Was this page helpful?
