Site inspections and templates
Inspect work against repeatable checklists and follow failures through correction.
Use the right checklist for the work
A template defines what must be checked; an inspection records the findings for a project, stage and date. For example, inspect reinforcement before a concrete pour. Templates and inspections require the Site Inspections feature.
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Prepare an active template
In Inspection Templates, define checklist items, critical requirements and evidence requirements. Choose the relevant active template when creating an inspection.
- 02
Inspect and submit
Select the project and stage, complete results and notes, and attach evidence to the correct item. Required results and evidence must be complete before submission.
- 03
Review the findings
Review the submitted inspection. Approve or return it; assign corrective actions with responsible people and due dates for failed work.
Resolve critical failures before approval
A critical failed item needs a verified corrective action or an authorized waiver before approval. “Will fix later” is not verified evidence. A waiver needs its own authority and reason. Approved inspections cannot receive new evidence through the ordinary attachment action. For incorrect bar spacing, record the finding, arrange correction and verify the new spacing before sign-off.
Record findings and evidence, resolve required corrective actions, then obtain the authorized review.
Inspections can block stage completion
When enabled and applicable, the inspection completion rule stops a stage with blocking inspections. Read the message and resolve the linked records; changing the stage percentage does not clear the finding. Approved or closed client-visible inspections can appear in the portal. Use Punch List for an individual snag and Safety / HSE for a safety incident.