How to Complete an Inspection

This guide walks technicians through the complete inspection process, from viewing assignments to uploading final reports.

Before You Begin

Required Equipment:

Confirm Assignment:

1. Log in to your dashboard

2. Navigate to "My Assignments"

3. Verify inspection details:

- Facility name and address

- Scheduled date/time

- Inspection type (annual, quarterly, emergency)

- Special requirements or notes

Step-by-Step Inspection Process

Step 1: Check In to Inspection

On Desktop:

1. Go to Dashboard → Assignments

2. Find today's inspection

3. Click "Start Inspection"

4. System marks inspection as "In Progress"

On Mobile:

1. Open dashboard

2. Tap assigned inspection

3. Tap "Check In"

4. Allow location access (verifies on-site)

Step 2: Conduct NFPA 99 Inspection

Follow your standard checklist:

Medical Gas Systems:

Emergency Power:

Documentation:

Step 3: Complete Inspection Checklist

In Platform:

1. Click "Update Inspection"

2. Fill out digital checklist:

- System tested

- Pass/Fail status

- Readings and measurements

- Deficiencies found

- Recommendations

3. Add photos:

- Equipment nameplates

- Meter readings

- Deficiencies (if any)

- Overall facility condition

Step 4: Generate Report

Option A: Use Platform Template

1. Click "Generate Report"

2. Platform auto-fills from checklist

3. Review for accuracy

4. Add technician notes

Option B: Upload Pre-Made Report

1. Create report in your format (PDF, Word)

2. Include all required information

3. Ready for upload (Step 5)

Step 5: Upload Final Report

Upload Process:

1. Navigate to inspection details

2. Click "Upload Report"

3. Select file (PDF, DOCX, or images)

4. Add optional notes

5. Click "Upload"

File Requirements:

Best Practices:

Step 6: Mark Inspection Complete

1. Review all uploaded documents

2. Verify all checklist items completed

3. Click "Mark as Complete"

4. Add final technician notes (optional)

5. Submit

System Actions:

Report Requirements

Must Include:

Optional But Recommended:

Common Inspection Scenarios

Scenario 1: Equipment Passes

1. Complete checklist (all pass)

2. Upload pass report

3. Mark complete

4. No follow-up required

Scenario 2: Minor Deficiencies Found

1. Document deficiencies in report

2. Mark items as "Pass with Notes"

3. Provide repair recommendations

4. Upload report

5. Schedule follow-up if needed

Scenario 3: Critical Failure

1. Immediately notify facility staff

2. Document failure in detail

3. Mark as "FAIL" with red flag

4. Upload emergency report

5. Recommend immediate repairs

6. Schedule re-inspection

Scenario 4: Unable to Complete

1. Mark inspection as "Incomplete"

2. Document reason:

- Equipment inaccessible

- Missing access credentials

- Facility request to reschedule

3. Add notes

4. Reschedule with admin

Mobile App Tips

Offline Mode:

Photo Organization:

Battery Management:

Quality Assurance

Before Submitting Report:

Checklist Review:

Report Review:

After Submission

What Happens Next:

1. Client Notification - Automatic email sent

2. Report Available - Client can download immediately

3. Compliance Updated - Dashboard status changes

4. Invoice Generated - If applicable

5. Next Inspection Scheduled - Based on frequency

Your Dashboard Updates:

Troubleshooting

Problem: Can't upload report

Solution: Check file size (<10MB) and format (PDF/DOCX). Try WiFi if on mobile data.

Problem: Inspection not showing in my assignments

Solution: Verify assigned to you. Contact admin if missing.

Problem: Made a mistake in report

Solution: Contact admin to reopen inspection. Re-upload corrected report.

Problem: Client disputes findings

Solution: Review photos and readings. Provide evidence. Admin can mediate.

Need Help?

Pro Tip: Complete inspections same day when possible. Fresh details make better reports!