You can create your own forms to run inspections for your business. These can be created from a Safe Ag Systems provided template or from scratch.
Inspections will be replaced by Checklists soon to make them easier to build and run.
We will continue to support the Inspections module until the move is complete.
All Inspection templates can already be located in the checklists Template Library.
Navigate to Documents & Files > Checklists and click on the Template Library tab. Type Inspections in the Search keyword field to bring up all inspection templates.
Start using these now and attach inspection checklists to inventory or when assigning a task
The following link explains how to use checklists and provides further links to checklist help:
Desktop Only
From Blank Form
- From the left menu, select Documents and Templates > Inspection Builder then click Create New.
- Enter the Category and Inspection Name of the new inspection.
- To add a new statement click Add new statement.
- To move the position of a statement click the Drag and Drop button or use the up/down arrows.
- If you need to delete a statement click the Trash Can icon in the applicable statement.
- Once all statements have been created click Save.
From Safe Ag Systems Template
- In the side menu, select Documents and Templates > Inspections Builder then click Copy From Template tab.
- Click View to review a particular Safety Inspection Template.
- Check the tick box and scroll to the bottom of the page and click Copy Template.
- More than one template can be copied at a time.
- The Safety Inspection will move to the Create or Edit tab for you to customise.