Getting Started
- Go to the Tickets tab
- Select Inspections
- Click New Inspection
- Click Import or fill in Inspection Details
Import
Import inspection with CSV/XLSX document including columns:
- Task Name
- Task Description
- Type (SECTION, PASS_FAIL)
Task import files must be Microsoft Excel's native XLS, XLSX, or CSV formats.
Fill in Inspection Details
-
Title - Inspection Name
- Department - Department assigned Inspection
- Description - Information about Inspection (optional)
- Priority - Star rating (optional)
- Default History View (optional)
- Room - location of checklist (optional - Room Setup located in Company Settings)
-
Section - Label
- Title
- Description/Instructions (optional)
-
Field - Task item
- Title
- Description/Instructions (optional)
- Pass/Inspect/Fail button options
Click Create
