Completing a Form

To enter an inspection form, click on the circle representing the month, week, or day of the inspection is due or click on the inspection in Action Items widget. 

When you are completing an inspection form, you will notice the sections of the inspection are outlined on the left-hand side. This is your navigation outline. Click on the desired sections in your outline to move through your inspection form. 



As you fill out your form, make sure to answer all of the required fields. Completed sections will generate a green checkmark in their respective circles as you work through the form. Sections without required fields still need to be clicked on in order to be considered "complete". Note: Gray outlined checkmarks identify sections that are considered complete because it does not have any inspection items. To add items in this section, click on the "+" icon. 



Once all the updates to your form are done, make sure to click Save on the bottom right corner to save your work. Clicking Save will also identify any sections of the inspection form that are left incomplete.



If you find an incomplete section, simply re-enter the section, fill out the information needed and save again! This is what a correctly completed inspection form should look like:



Download inspection forms at any time by clicking the Download button on the bottom left side. 




Inspection form completion statuses can be easily viewed under the Site Summary section of your dashboard. Completed forms will appear as green, upcoming forms will appear as yellow, and overdue inspection forms will appear as red. Any partially completed form will show as either a dark grey, yellow, or red depending on the form's due date.