Create Inspection Entries

Background

The Inspections section lets you track inspections performed by third-party inspectors throughout the project. You can use this section only if the dedicated Inspections tool is not enabled on your project.

Things to Consider

  • Required User Permissions:

    • To create entries: 'Standard' or 'Admin' level permissions on the project's Daily Log tool.

    • To create pending entries as a collaborator: 'Read Only' or 'Standard' permissions to the project's Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template.

Steps

  1. Navigate to the project's Daily Log tool.

  2. Scroll to the Inspections section.
    You can also use the left navigation menu to quickly navigate to the Inspections section.

  3. To create an entry, add information to the fields.

    Note: Click the caret icon > to expand and v to collapse the field names and their descriptions below.

    Inspections - Field Names and Descriptions

    • Company: Select the company name for which you are creating this log entry.

    • Log Date: A read-only field that specifies the date of the daily log entry. This field is visible only when viewing multiple days in the Daily Log tool.

    • Start: Select the inspection start time using the hour and minute dropdown menus.

    • End: Select the inspection end time using the hour and minute dropdown menus.

    • Inspection Type: Enter the type of inspection that was performed.

    • Inspecting Entity: Enter the type of inspector that performed the inspection.

    • Inspector Name: Enter the name of the person who performed the inspection.

    • Location: Select the location where the inspection was performed.
      Note
      : See How do I add a multi-tiered location to an item? to add a location using other tools or create a new location for the project.

    • Inspection Area: (Optional) Enter the area within the specified location that was inspected.

    • Comments: Enter any comments or additional information that further describes the entry (if required).

    • Attachments: Attach any additional files to the entry. To attach the files, do one of the following:

      • Click Attach File(s) and then drag-and-drop a file from your computer to the Drag and Drop your File(s) area.
        OR

      • Click Upload Files to select a file from your computer.

  4. Click Create.
    The log entry is created or added.

See Also

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