Adding Inspections

This guide provides a step-by-step walkthrough for adding inspections via a mobile application and adding inspections via a computer.

Please refer to Mobile Application Inspections.

1. Once logged in to ComplyFlow, select module picker > Inspection

2. Navigate to Inspections from the left side menu.

3. Next, select Start New Inspection at the top right.

4. Select the Inspection Program, Site, and Template from the dropdown menus in each field, then select Start Inspection.

5. Set the title, date, and location (If applicable) of the Inspection.

6. The inspection checklist categories show as a list below. Expand each section to complete the inspection.

7. Once expanded, the questions show with the quick selection: check, cross, or N/A.

8. When the cross is selected when responding to the criteria, this triggers as Not Compliant and an action is created to resolve.

a. Enter findings

b. Enter recommendations

c. Add the due date or manually enter a due date

d. Set the person responsible

e. Upload files
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9. Once you have completed the questions you can add Attendees. There are two types: Internal Staff can be selected from the dropdown or External Attendees can be added manually.
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a. Adding Internal Staff

b. Adding External Attendee

10. At the bottom, you can add photos that are not linked to the criteria. Select Add Files to upload.

11. At the top right, select Complete Inspection when you are ready to submit. You can also select Save Inspection to save a draft and complete later.

Adding Inspections from templates allows you to view the template before starting an inspection.

1. Navigate to the Templates menu on the left side.

2. Find the template then select Manage > Manage Checklist.

3. View the checklist, and if you are ready to continue, select Use template.

4. Select Continue to start a new Inspection and follow the steps above.