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Inspection lifecycle

Purpose​

Describe what happens from inspection planning through execution, oversight, reporting, and insight generation.

Lifecycle stages​

1) Plan and schedule​

An inspection is created for a site and scope (asset or asset type). Scheduling typically includes:

  • a scheduled date/time window
  • optional notes for the inspector
  • optional approval requirement (tenant-configured)

2) Assign​

An inspection is assigned to an inspector (or inspector group depending on tenant setup). Assignment determines who sees it under Conduct Inspection.

3) Conduct​

The inspector completes the inspection using Conduct Inspection, filling template-defined fields and attaching evidence where required.

4) Submit​

When submitted, the inspection becomes an official record used for:

  • oversight review
  • reporting
  • asset trend analysis

5) Review and follow-up​

Supervisors and managers review inspection outcomes, identify follow-up tasks using their operational process, and track completion.

6) Report and analyse​

Reports and insights consolidate inspection history across:

  • time periods
  • sites and regions
  • assets and asset types
  • inspectors and teams

Key integrity principle​

Submitted inspections should be treated as factual records. Corrections should follow your organisation’s governance process.

Need step-by-step instructions? If you already have access to the app, open the Role Guides in the private documentation area (requires login).