Inspections, audits, and checklists are used by various industries and organizations to keep within compliance.
Safesite has its own library of templates to choose from. Your Organization and Project Administrators can also add or create Organization-specific inspections for personnel to access via the Safesite Mobile App.
Watch this video on how to conduct an Inspection:
In this article:
How to Conduct an Inspection via the Safesite Mobile App
1. Open the Safesite app on your mobile device. If you see Action Cards displayed, select a Conduct Inspection card for the correct Project.
Note: Action cards with required inspection templates will show the title and a dash. This indicates that a mobile user cannot change which template can be completed. Action cards without a dash will give you the ability to select an inspection template yourself or swap out an assigned template.
If you want to create an Inspection and there are no Conduct Inspection cards to select, you can also select the plus (+) icon at the bottom of the screen.
2. When selecting the plus (+) icon, the screen will redirect to the New Safety Action screen. Select Conduct Inspection and select the appropriate Project.
3. Select an inspection location: Tap Select Location to choose a location from the resulting popup list, use the search bar at the top to narrow down the list, or add a new location entirely.
Note: If you do not have the option to create a new location and the appropriate location is not listed, an Administrator can add a new location from the Safesite Desktop or an Organization Administrator can update the who can create locations setting in the Organization Settings.
5. Select an Inspection Template: Inspection Template can be assigned by an Admin through a Campaign or they can be selected from the Select Inspection Template pop-up.
If there is already an Inspection Template selected and no pencil icon next to the topic, it is a required Inspection Template assigned to you by an Admin.
When the pencil icon is next to an assigned Inspection Template, it is an optional topic and can be swapped out for a different one by selecting the pencil icon.
If the Inspection Template has not already been selected, you can click on Select Inspection Template to open the pop-up and choose your Inspection
The Recent tab displays topics that you have used recently. Custom templates that are specific to your organization will be accessible in the My Org tab. You can also utilize the Inspection Templates from the Safesite tab to search our free library of hundreds of safety topics.
6. Complete the template's questions. Once you select a template, the page will be populated with questions. These questions will usually be framed as criteria checks for the inspection subject and can be answered with different options.
Below select the checkmark button for "Yes" or "Satisfactory", the X button for "No" or "Unsatisfactory", or the N/A button if the question is not applicable for the current inspection.
Selecting the ✔ or X enables you to Add an Observation, a Hazard, or a comment.
See the adding an OBSERVATION article or the adding a HAZARD article.
NA will move you on to the next question.
Note: You can have additional actions required for a question see list below.
Here are some alternate options for possible questions:
Safe / Unsafe / NA
Pass / Fail / NA
Yes / No / NA
Text answer
Some additional optional actions are based on answer types:
Actions optional - Additional actions are optional
If Negative - Requires Observation
If Negative - Requires Hazard
If Negative - Requires Photo
If Negative - Requires Comment
If Positive Or Negative - Requires Photo
7. Tap Complete Inspection at the bottom of the screen to complete and add the inspection to the system once all the questions have been completed.
Note: You are not able to edit inspections once they are completed.
If additional details need to be added before the completion of an inspection, save it as a draft instead by clicking the “X” at the top right and selecting “Yes, Save for later”.
💡Safesite Score Tips
Consistently complete weekly inspections and assigned action cards to improve your score.
Complete hazard and observation safety actions within inspections to increase the positive impact on the score.
Accessing Inspection Reports via the Safesite Mobile App
Safesite mobile users can review and export inspection reports through the SafetyHQ section in the mobile app.
1. Navigate to SafetyHQ
2. Select Inspections
3. Select a Project if prompted to do so
4. You can filter inspections by the date range, whether they are Open or Closed, Person, or Type of Inspection.
Note: Open Inspections are only viewable by the user who is conducting the inspection. Once an Inspection is completed it will be able to be viewed by others by selecting the Closed filter.
5. You can send a PDF of an inspection to anyone inside or outside of your organization by entering valid email addresses after selecting the Export button.
Click on the links below to learn more about how to log each Safety Action on the Safesite Mobile app:
✓ Meetings
✓ Hazards