The following topics are covered in this guide:
Find the Inspection
1. Once logged in to ComplyFlow, select the module picker > Inspection > Inspections. You can find the Inspection you want to edit using the Search bar, Completed/In Progress or Filters.
Find an Inspection by entering keywords in the Search bar and adjusting them as required. The Search bar works with part-match searching, so you don’t have to write a full sentence to search for an Inspection.
Select the relevant predefined filter button to the right of the Search bar:
Completed/In Progress: View Inspections with In Progress or Completed status
Scheduled: View Scheduled Inspections
To refine your Inspection search, select the Filters button beside the Search bar to access the filter categories. Then, select the dropdown of the filter categories you want to use in your search.
Understanding the Filters
Select a specific template from the list or leave it as All to include all templates in your search from the dropdown menu options.
Select the desired Inspection program or keep it set to All to search across all programs.
Select a particular Site for which you wish to find Inspections or keep the default All to search all sites.
Select the filter by Inspections that require an action or select All to include Inspections regardless of action requirements.
Select a specific status to filter Inspections or choose All to not limit the search by status.
Select the name of the person who conducted the Inspections or choose All to search regardless of the inspector.
Select Yes to filter for Inspections available to Contractors or No for those that are not. Select All to ignore this filter criterion.
For Date Completed From, select the calendar icon and choose a start date, or enter it manually. For Date Completed To, select the calendar icon and choose an end date.
Select Done to apply the selected filters and narrow down your Inspection results.
View the Inspection Details
2. Navigate to the Inspections List area. Find the Inspection you want to view and select Manage > View Inspection.
3. This will open the Inspection Details page. Access full inspection details by selecting the dropdown for each Checklist Item.