Skip to main content

Create Inspections

Create custom inspection checklists for your quality assurance process

You build custom inspections using the form builder - this works the same way as the standard form builder, but all forms created here will sit within the Quality Assurance section.

You can also configure notification settings so the right people are alerted when a checklist fails.

Building Your Inspection Form

  1. Select the Quality Assurance tile.

  2. Click on the Inspection Forms tab.

  3. Click + New Checklist to open the form builder.

  4. Name your checklist – be clear on names for ease of search

Tip: Can add tags. Type a new one or choose from the dropdown list. Tags help to sort and group checklists – making it easier to manage / organise

Set Form Permissions

Choose a Cohort - Select who the form is for – you can make it available to everyone or assign it to a specific cohort (group).

Choose Additional Options

Restricted – can restrict who can view submissions (ie if it is sensitive / personal information you are collecting). Select a cohort / person here.

PDF Name format String – this allows you to use information from the form to add more detail to your name of form (see separate article on Name Strings)

Hide Creation Time Stamp – toggle this green if don’t want time stamp

To set up fail notifications

  1. First Toggle Enable Scores - this will create a pass / fail score which you can use to trigger the failure notification(see how to add Scoring on Forms)

  2. Display Scores on PDF - toggle this green if you want the scores to appear on the final PDF output

  3. Under Send notifications to cohorts, select the relevant cohort you want to send a fail notification to (e.g. Site Managers & Contracts Managers).

  4. Toggle Restrict notification to Key people for the Site on. When a checklist fails, an email notification will automatically be sent to the key people configured above.

NB: This is only an option if you have the field 'regarding site' on your checklist. Once you have included this, this option will become 'active'. It will then send to the key people for that site.

Add your Sections

  1. Press ‘Add Section’ to start building.

  2. Click the pen icon to name your section and choose if it's:

    • Required (toggle this green if you want the section to be MANDATORY)

    • Not Applicable: Lets users skip a whole section if it doesn’t apply (e.g. a “Basement Checks” section in a form reused across sites, some of which don’t have basements).

  3. Click OK – your section is now created.

Adding Fields to your Sections

  1. Press ‘Add Field’ to insert your first widget.

  2. Choose a field type (widget) from the list.

    • You’ll see a live preview on right hand side

    • Add a label and toggle “Required” if want it mandatory

    • Press OK when done.

  3. Continue adding fields and drag-and-drop to rearrange them using the arrows.

  4. Press ‘Add Section’ again to start a new section if needed.

  5. When done, press Save & Close to finish building your form.

Editing or Managing Forms

  • To make changes later, double-click your form in the Forms Dashboard.

  • You can edit, move or rename sections, or update fields at any time.

💡 Tips

  • Use the Additional Options section to enable scoring and automatic fail notifications so issues are flagged immediately.

  • Keep your inspection forms focused — shorter, well-structured checklists are easier for site teams to complete on mobile.

  • Set the notification cohort to Site Managers and Contracts Managers so the right people are alerted to failed inspections.

Did this answer your question?