Setting Up Inspection Templates

Inspection templates make checks faster, more consistent, and easier to review.

Creating a Checklist

1. Open the Inspection Templates section in Settings

2. Click "New Template"

3. Fill in details:

   • Template name
   • Description
   • Category
   • Frequency (daily, weekly, monthly, yearly)
   • Items to check

4. Assign to:

   • Sites
   • Assets/Items
   • Responsible persons

5. Set reminders:

   • Days before due
   • Notification channels
   • Escalation rules

Checklist Items

Each item can include:

• A short description
• A photo requirement
• Pass/fail criteria
• A notes field
• A review step

Frequency Options

• Daily: Every day
• Weekly: Specific day of week
• Monthly: Specific date
• Quarterly: Every 3 months
• Yearly: Annual inspection
• Custom: Define your own schedule

Using Templates

Browse pre-built templates:

• Fire Safety Inspection
• Equipment Maintenance
• Cleaning Checklist
• Health & Safety Audit
• Quality Control

Or create custom templates for your needs.

Activating Checklists

1. Select template
2. Choose sites/items
3. Set start date
4. Assign responsible person
5. Activate

Managing Checklists

• View all active checklists
• See upcoming due dates
• Track completion rates
• Modify schedules
• Deactivate if needed

Best Practices

• Start with templates
• Customize for your needs
• Assign clear ownership
• Set realistic frequencies
• Review and update regularly