3. Inspections: How to Create One

getting started with inspections getting started with inspections inspections are at the core of visualogyx, enabling you to capture critical data and evidence while ensuring compliance and quality across various processes follow these steps to start conducting inspections efficiently step 1 access the inspections module step 1 access the inspections module log in to your visualogyx account navigate to the "inspections" section under a specific team from the left hand menu or dashboard click the "new inspection" button in the top right corner step 2 select a template step 2 select a template choose a template from the list of available templates these templates were either created by you, shared with you, or are part of the public template library if you don't have a suitable template, you can create a new one by clicking “other templates” followed by the "create template" button step 3 configure inspection details step 3 configure inspection details provide a descriptive name for your inspection optionally, you can add an inspection description specify the location or site where the inspection will take place (further validate with if relevant, add the inspection to its relevant project step 4 share the inspection (optional) step 4 share the inspection (optional) if you need to collaborate with external users or stakeholders, click the "share" button enter the email address of the person you want to invite select the appropriate role for the invitee viewer user can only view the inspection collaborator user can add or alter any inspection data assignee user is tasked to conduct and complete the inspection optionally, you can allow the invitee to reshare the inspection with others click "send invite" to share the inspection step 5 conduct the inspection step 5 conduct the inspection fill out the template fields accurately, following the provided instructions and guidance capture photos, videos, or other media as required by the template if necessary, add additional comments or images to provide context or clarify findings step 5 review and submit the inspection step 5 review and submit the inspection review the completed inspection for accuracy and completeness if any fields are missing or require correction, make the necessary updates once you're satisfied with the inspection, click the "submit" button optionally, you can share the inspection results with stakeholders or assign follow up tasks tips and best practices tips and best practices use the mobile app for convenient on site data collection and access to inspection details leverage the offline mode to continue working on inspections even without an internet connection encourage team collaboration by sharing inspections and assigning tasks as needed regularly review completed inspections and identify areas for process improvement by following these steps, you can streamline your inspection processes, ensure data integrity, and drive operational excellence across your organization don't hesitate to explore the other sections of the help center for more advanced features and best practices