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How to Add and edit Inspections

This guide will show you how to navigate to and edit your inspections.

Written by Brandon Shaw
Updated over 8 months ago

1. Navigate to the Inspections Section

  • Click your user name in the top-right corner of the screen.

  • From the dropdown menu, select Settings.

  • In the left sidebar, click Inspections to access inspection-related options.

2. Create a New Inspection or PDI

  • Click the green [+ Add] button.

  • Enter a Name for the inspection.

  • Choose when you’d like the inspection to appear (select your parameters).

3. Add Question Groups

  • Click the green [+ Group] button to add a group of related questions.

  • For each group, you can define the sub-criteria, enabling full customisation of your report.

Edit Existing Inspections or Groups

  • To modify any existing inspection, click the pencil icon (edit).

  • Make your changes and be sure to Save to apply them.


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