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Creating Inspections

Set up inspections for every area you're checking, one at a time or in bulk

An inspection is one run of a test plan for one reference on a site, such as Plot 12 or Flat 3B. You can create a single inspection or dozens at once, either by numbering them automatically or pasting in a list of references.

Example: creating inspections for Plots 1 to 40 on a new phase in one go.


Creating a Single Inspection

  1. Select Quality Assurance V2, then Inspections tab.

  2. Select + New Inspection.

  3. Choose the Test plan (from dropdown) and Site (from dropdown).

  4. Enter a Reference, for example Plot 12.

  5. Press 'Create Inspection'

Your inspection is listed as Not started, with one step for each step in the plan.


Creating Inspections in Bulk

  1. Select Bulk create button.

  2. Choose the Test plan and Site.

  3. Choose how to add your references:

    • Number a run

      • Enter a prefix, start number and count (how many you need). For example, prefix Plot, start 1, count 40 creates Plot 1 to Plot 40.

      • Minimum digits - this allows you to decide on the amount of digits ie Plot 1, 2,3 (1 digit); Plot 01, 02, 03 (2 digits); Plot 001, 002, 003 (3 digits)

    • Free text

      • This allows you to name the run how you want to

  4. Check the preview line that will show you what they will look like

  5. When happy, select Create inspections button.

  6. A message confirms how many inspections were created.

If a reference already has a live inspection on the same plan and site, it's skipped and named in the result, so you won't get duplicates.


Who Each Step Goes To

Each step in a new inspection is open to the cohort the plan names as its submitters. Anyone in that cohort can pick it up on the mobile app. To give a step to a specific person instead, see Assigning Steps and Cancelling Inspections.


Use Case

Quality and site managers setting up checks for a new phase, block or floor.


💡 Tips

  • Only published test plans can be used to create inspections.

  • Bulk creating is a quick way to add any plots you missed. References that already exist are skipped.

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