- Navigate to the top right corner of your screen and select 'Create Inspection'
2. Create an Inspection by entering in the following information
a. the desired site for the inspection
b. the schedule the inspection should be completed within
- i. every time on-site
- ii. weekly (every 7 days)
- iii. monthly (every 30 days)
- iv. completed one time on a specific date
- c. upload any supporting documents that may be useful for the user completing the inspection
- d. you can save the inspection as a template if you wish
3. By default the 'save as template' at the bottom of your screen is enabled
4. Select 'Next' at the bottom of your screen to continue building your inspection
5. Drag and drop the elements you choose to build your inspection
6. Select 'finish' when you've completing building your inspection
7. You'll be able to view and use your template by simply logging in and selecting 'Inspections" from the left-hand navigation menu. Then select 'Templates' from the top right corner of your screen.
8. From the top of your screen select 'Your Company Templates'
9. This will bring up all previously saved templates. You can either 'use' them for your inspection or 'delete' them if they are no longer needed.