Inspections & audits
Inspections that finish the job
Templates, conduct, signatures, approval and the report. One flow from "walk the floor" to "here is the evidence", with every finding turned into an action someone owns.
How it works
Pick a step. Each screen is a working miniature of the product.
Weekly site walk
Draft · version 4
Access & housekeeping
- Walkways clear of obstructionsPass / Fail / N/A
- Spill kit stocked and sealedPass / Fail / N/A
Racking
- Any damaged uprights or beams?Yes / No
If Yes → ask “Which aisle?” and require a photo
Sign-off
- Site managerSignature slot
Try it with sample data
Opens a ready-made workspace. No account, nothing to install.
What it does
Template builder
Question sections, shared response sets and signature slots, with logic that shows and hides questions based on earlier answers.
Version control
Publishing freezes the version. Inspections pin the version they started on, so editing a template never rewrites history.
Approvals
Send completed inspections for approval; every approve and reject decision is logged against the record.
Recurring schedules
Set the rhythm and the assignees; upcoming occurrences materialise on their queues with reminder emails before the due date.
Findings become actions
Raise an action from any response. Recurring inspections de-duplicate, so the same broken door does not become five actions.
Reports & sharing
PDF and Word exports, CSV registers, and revocable share links for people outside the platform.
Scheduling that runs itself
Decide once that the fire-point check happens every Monday, and stop carrying it in your head.
- Occurrences appear on each assignee’s queue and the schedules calendar ahead of time
- Reminder emails chase once before the due date, not endlessly
- Archiving a template pauses its schedules in the same breath, so nothing fires for a retired checklist
Guides for this module
Build and publish an inspection template
From a blank template to a published checklist your team can run: sections, response sets, logic and signatures.
8 min read
Conduct an inspection
Run a checklist on a phone or laptop, flag what fails, raise actions from the finding, and sign it off.
6 min read
Schedule recurring inspections
Put a checklist on a rhythm (daily, weekly, monthly) with assignees, reminders and a calendar of what is due.
5 min read
Approve inspections and share the report
Run the approval step where your process needs one, then get the report to the people who asked for it: PDF, Word, CSV or a link.
4 min read
Works with
Actions
One board for everything that must get done, wherever it was raised and whoever owes it.
Observations
Hazards, near misses and good practice. Anyone can report what they see from a QR code, without logging in, and it lands where it gets dealt with.
Assets
A register of the kit the work happens on. Typed, assigned to sites, nested, and linked to the checks and actions that concern it.