Running a Safety Inspection

Safety inspections are run from a machine record. Open the machine, tap New Inspection, and follow the steps.

Inspection Flow

1. Confirm Inspector

Select the technician conducting the inspection. This is recorded on the certificate.

2. Checklist

Work through the inspection checklist. Each item is marked as Pass, Fail, or N/A. Tap an item to expand it and add notes or photos.

The checklist is structured into sections (e.g., Pre-Shift, Fluid Levels, Operator Controls) for organized review.

3. Deficiencies

Any failed items are automatically flagged as deficiencies. You can add additional notes to each one. Deficiencies appear on the final certificate and trigger follow-up.

4. Notes

Add any general notes about the machine's condition that don't fit into a specific checklist item.

5. Signatures

Capture the inspector's signature and, if applicable, the operator's acknowledgment.

6. Submit

Tap Submit to finalize the inspection. A certificate PDF is generated immediately.

Critical Items

Some checklist items are marked as Critical. If a critical item fails, the inspection is flagged as requiring immediate attention. The app will not allow the inspection to be submitted without acknowledging critical failures.

Automatic Follow-Up

Deficiencies from a completed inspection generate a follow-up work order automatically. This ensures failed items don't get missed. The follow-up work order is linked back to the original inspection for traceability.

Certificates

Inspection certificates are generated as PDFs and include:

Machine details (make, model, serial number)
Inspector name and date
Pass/fail summary per section
Deficiency list with notes
Signatures

Tap View Certificate on any completed inspection to open or share the PDF.

Expiry Tracking

Each machine shows when its last inspection was completed and when the next one is due. Overdue machines are flagged in the machine list and on the dashboard.

Inspection intervals are configured per customer or per machine type in Settings.