Inspections — Overview

Template-driven quality inspections with multi-party review workflows, automatic issue creation, and configurable policies.

Inspections is where you run quality checks on your construction work. Build checklists from templates, execute them in the field with Pass/Fail/NA verdicts, and route results through a multi-party review workflow — Performer → Checker → Approver — before anything gets signed off.

Inspections hub — every inspection's status and progress in one list

What's Inside

AreaWhat It HandlesWhen You'll Use It
Inspections HubList of all inspections with status, progress, and assigneesCreating new inspections, tracking progress, managing assignments
ExecutionRecording verdicts, attaching evidence, submitting for reviewField work — going through checklist items on-site
TemplatesReusable checklists and multi-checklist collectionsSetting up what gets inspected before field work begins
IssuesDefects and deficiencies across every category — quality, safety, punch list, and moreTracking defect resolution and linking back to inspection items

How the Pieces Connect

Templates define what to check. Inspections use those templates in the field. Failed items create quality issues. Issues must be resolved before reinspection can pass.

text

Multi-Party Workflow

Every inspection follows a sequential review process:

PartyRoleWhat They Do
PerformerField inspectorGoes through each item, records Pass/Fail/NA, attaches evidence
CheckerFirst reviewerReviews performer's work, agrees or disagrees with each item
ApproverFinal authorityReviews all prior work, approves or rejects the inspection

Sequential Review

Only the current party can record verdicts. The inspection must advance through each party in order — no skipping. Each party's verdicts are stored separately and form part of the audit trail.

Accessing Inspections

  • Click Inspections in the sidebar navigation
  • Direct URL: /org/<org>/p/<project>/inspections
  • Open to every project role except RFI Coordinator. Contractors and Subcontractors see only the inspections they created or hold a party slot on; Client Representatives and Viewers are read-only.

Sub-pages:

  • Templates/org/<org>/p/<project>/inspections/templates
  • Issues/org/<org>/p/<project>/inspections/issues

Quick Tips

  • Templates first — set up your checklists and collections before creating inspections
  • Auto-create issues — toggle on auto-create issue for failures to avoid double-entry
  • Photo evidence — capture photos at the point of inspection for GPS-tagged records
  • Reinspection policies — configure what gets cleared on reinspection in Admin → Inspection Policies
  • Mobile-friendly — the checklist switches to a card layout on phones for field use

Next Steps

If you're setting up Inspections for the first time, start with the Getting Started guide for a complete walkthrough.