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Inspections and templates

Purpose​

Explain what inspections capture and how templates ensure consistent, comparable results.

Inspections​

An inspection is a structured record of findings for a site and asset context. Inspections typically include:

  • condition checks
  • compliance checks
  • measurements or readings
  • notes and observations
  • evidence (photos) where required

Inspections become part of inspection history and are used for oversight, reporting, and insights.

Templates​

Templates define the inspection form. A template controls:

  • which fields appear
  • which fields are required
  • field types (text, number, select, photo/evidence)
  • the structure needed for comparability across time

Governance guidance​

Templates should be managed with care. In enterprise environments, introduce a simple governance rule:

  • changes should be reviewed before rollout
  • inspectors should be notified of template changes
  • critical fields should remain stable to support long-term trends

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