This article provides instructions on how to edit an existing inspection form that you have created for your business.
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:
Before you start
- You will need to have created a new Inspection.
On Desktop Only
- From the left menu, select Documents and Templates > Inspection Builder > Create or Edit.
- Click Edit on the applicable Inspection.
- The content of each statement can be edited by clicking your cursor within the text box.
- To add a new statement click Add new statement.
- To delete a statement click the Trash Can icon in the applicable statement.
- To move the position of a statement click the Drag and Drop button or use the up/down arrows.
- Once all applicable statements have been edited/created click Save.