Managing Inspections

Create, run, sign and export inspections and toolbox talks in QuickInspect. For a first walk-through, see Your First Inspection.

Templates

Every inspection starts from a template. KeyUsers build templates in the template builder, and each template sets:

• the questions -- yes/no, compliant/non-compliant, choices, numbers, star ratings, dates or free text, each with optional help text and a photo requirement,
• the template type -- standard, compliance, installation or toolbox talk, and
• the repeat -- daily, weekly, monthly or yearly, every N periods.

See Inspections & Toolbox Talks for what each type does.

Creating an Inspection

1. Open Inspections (bottom bar or home tile) and tap + New inspection on the inspection calendar.
2. Enter a Title, pick the Template, and set the Location and Due date. Optionally add a description and link assets.
3. Save. The inspection is created in your current project and you are assigned to it.

To bring in colleagues, use ⋮ More options › Assign User.

Statuses

Status	Meaning
Open	Created, not started yet
In Progress	Set automatically when the first question is answered
Completed	Finished with Complete inspection

A KeyUser can reopen a completed inspection with Reset Status. When a repeating inspection is completed, the next one is created automatically.

Running an Inspection

Open the inspection and tap Start inspection (later Continue inspection). Answer the questions, add notes with + Add note and photos with Upload Image.

• Required photos show a counter and block completion until they are attached. Photos taken offline count while they wait to upload.
• Compliance templates: every Non-compliant answer needs a comment. When the inspection is completed, each one is listed on the Actions tab, ready to become an action.

Actions

Problems found during an inspection are handled as corrective actions:

• Tap + on the Inspection or Actions tab to create an action linked to the inspection.
• On compliance inspections, Create Action from Finding on the Actions tab turns a non-compliant answer into an action.

An inspection can only be completed when all its actions are closed -- including actions still waiting in To verify.

Signing Inspections

Every inspection can be signed, by as many people as you need.

Standard, compliance and installation inspections

Signatures are added when you create the PDF report:

1. Open ⋮ More options and expand PDF Report Configuration.
2. Switch on Include Signature(s) and tap Add signature.
3. Sign on the screen and enter a Display Name and a description, such as "Inspector", "Site manager" or "Contractor".
4. Repeat for each person who signs, then tap Generate PDF.

Tick Save persistently to keep your signature in your profile; it is then offered automatically on your next report.

Toolbox talks

A toolbox talk collects a signature from everyone who attended, on one device:

1. On the Details tab, open the Attendees panel.
2. Use Add attendee for colleagues with a QuickInspect account, or Add external for anyone else (enter their name when they sign).
3. Pass the device around. Each attendee taps Sign next to their name.
4. The panel shows All signed or how many signatures are missing. The talk can only be completed when everyone present has signed.

The attendee signatures are stored with the toolbox talk and printed in its PDF automatically as an attendance record.

Installation inspections: customer confirmation

If your company has switched it on, completing an installation inspection emails the customer of the linked asset a link to confirm or reject the installation. A rejection reopens the inspection with a new action, and the inspection keeps a confirmation history.

Exporting the PDF

⋮ More options › Generate PDF creates the report. In PDF Report Configuration you choose whether to include comments, help texts, signatures and other actions, and the image quality. Once generated, Download PDF is available. PDF export is available from the Standard role upwards.

Working Offline

Inspections are offline-first: capture continues without signal and syncs when you reconnect. Generating the PDF and AI features need a connection. See Working Offline.

Tips

• Keep templates short and specific -- one template per job or area works better than one long catch-all list.
• Use the repeat setting for recurring checks instead of creating each inspection by hand.
• Close or verify actions as you go; open actions block completion.

Need more help? See Common Issues or contact support at support@quickinspect.me.