Setting up a new inspection is quick and straightforward. Follow these steps to create, customize, and assign an inspection directly from your Director Dashboard.

Step 1: Start from the Director Dashboard

Click the Create Inspection button from your Quick Menu. 

Step 2: Select Your Organization

From the Organization dropdown menu, select your organization.

• If you only manage one organization, it may be pre-selected for you.

Step 3: Select an Inspection Template

Choose the inspection template you wish to use.

• If the template you need isn’t listed, please contact our support team so we can assist in adding it.

Step 4: Name Your Inspection

Enter a descriptive name for your inspection. This will help you and your team identify it easily later.

Step 5: Choose a Category

Select a category for your inspection.

• Don’t see the category you need? Reach out to support and we’ll help add it.

Step 6: Review Instructions and Final Messages

Most templates include pre-loaded instructions and final message texts.

• You can leave them as is or customize them to match your process.

Step 7: Set a Due Date

Pick a due date for when the inspection must be completed.
 

Step 8: Select or Create Forms

Choose the form(s) to include in your inspection.

• If you need help building forms, our support team can guide you.

Step 9: Add an Intro or Welcome Message (Optional)

Include an introductory message before the forms if you’d like to provide extra instructions or context to the inspector.

Step 10: Assign Sites and Inspectors

Select the site(s) and inspector(s) for this inspection.

• You can assign inspections to multiple sites and multiple supervisors/inspectors at once.

Step 11: Set Recurrence (Optional)

Decide if the inspection should be recurring (daily, weekly, monthly, etc.) or leave it as a one-time inspection.

Step 12: Review and Schedule

Check all inspection details and edit any items as needed, then click Schedule when everything is ready.

✅ That’s it! Your inspection is now created and assigned.