Complete an Inspection

Go to Operations > Work, open your assigned inspection, and enter the Work Actions run view to work through the checklist, record evidence, and close the inspection when finished.

Before you start

You need the Operations member role (or higher) to complete inspections. The inspection must be assigned to you or your team and show as Open or In Progress. The run view is available when the work order includes a checklist.

Find your scheduled inspection

1. Go to Operations > Work.

2. Filter by Available To: Me or Status: Open to find the inspection assigned to you.

3. Tap or click the work item to open it.

Open the run view

On the work item, enter the run view. The run view is titled Work Actions and is the focused execution page for the checklist. Checklist items are grouped by location, asset, or asset type. The page shows the instruction: Complete the checklists and create service desk items below.

Acknowledge risk assessments (if required)

Some sites require you to acknowledge attached risk assessments before starting work. If this is enabled, the run view opens the risk assessment section when unacknowledged assessments are attached. Review them and acknowledge before you begin the checklist.

Complete the checklist

Each step asks for a specific type of evidence. Provide the required input and mark the step complete.

• Simple: tap to mark complete.

• Measurement and Reading: enter a numeric value. If a measurement is out of range, you must flag the step before you can complete it.

• Photo: capture one or more photos with the camera button. If you cannot take a photo, flag the step to proceed.

• Signature: sign with your finger or mouse. You can clear and redo the signature.

• Multiple choice: select one option or multiple options.

• Text: enter single-line or multi-line text.

• Counter: use the buttons or type a number within the allowed minimum and maximum.

Add notes and photos

You can add notes and photos to any step, even if the step type does not require them. Notes and photos are saved as you enter them. You can undo a completed step if you need to redo it, and you can edit notes until the inspection is closed.

Flag a step and raise a follow-up

Flag a step when it fails, is out of range, or needs remedial work. Once flagged, the step card shows Raise Issue and/or Submit Request if you have a Service Desk role.

1. Flag the step.

2. Click Raise Issue or Submit Request.

3. Enter a description in the inline form and submit.

The new Service Desk item is linked to the inspection and the flagged step.

Close the inspection

When the checklist is complete, resolve the work to record the outcome. Add any completion notes and photos, then confirm. The status changes to Completed, and on mobile the status shows Complete at the top of the screen.

If you cannot finish the work, the inspection can be resolved as Cancelled or Missed.

Once resolved, the work shows the Resolution section with the resolution badge, completion notes, the resolved timestamp, and who resolved it. A resolved inspection cannot be reopened. If more work is needed, create a new work item or a follow-up issue.

Partial close during completion

If some checklist rows were intentionally left undone during a partial close, completing the inspection preserves those undone rows. They remain due and their next-due dates continue from their existing last-done history rather than restarting from the completion date.

When an inspection is overdue

Scheduled inspections have a due date and a grace period. If the work passes the due date plus the grace period and remains unfinished, it can be automatically marked as Missed when the routine has auto-marking enabled. Missed work can be followed up with remedial work.

Work that is automatically marked Missed is closed and cannot be reopened. If the work still needs to be done, create a new work item or coverage occurrence for the routine.

Common questions

What’s next

• Reporting Issues

• Submitting Service Requests

• Creating Work Orders from Issues or Requests