Just as templates are the foundation of iAuditor, inspections are the processes you and your team go through to capture data and populate reports. In your context, this could be filling in a form, performing an audit, or going through a checklist to make sure you’ve covered all topics in a daily safety talk. No matter the scenario, all inspections are started from templates, learn how you can shape your team’s inspection flows in our template editor guide!

This article outlines how you can start or conduct new inspections, and edit an existing one on the web app and the mobile app.

Conduct a new inspection

Web app:

Edits made to inspections on the web app are saved as you go.

  1. Log in to the iAuditor web app.
  2. Select “Templates” from the left-hand side menu. If you have templates bookmarked, you can also start an inspection by clicking the template on the “Dashboard” page.
  3. Hover your cursor over the template you wish to use for your inspection.
  4. Click “Start Inspection” on the right-hand side.
  5. If your organization has the Sites feature enabled, you must select the applicable site at the top of the inspection page.
  6. Go through your inspection accordingly and make sure to answer any mandatory questions that may have been marked by the template author. Mandatory questions can be identified by a red line and asterisk on the left of the question label.
  7. You can navigate between pages by selecting from the dropdown menu on the top of the page, or by clicking “Previous Page” and “Next Page” on the lower-left and lower-right corner of the inspection page respectively.
  8. Once you are ready to complete your inspection, navigate to the last page of the inspection.
  9. Scroll to the bottom of the page.
  10. Click “Mark as complete” on the lower-right corner of the inspection page.
  11. Select “View & download report” if you wish to view, download, or share your inspection report. Learn how you can customize your reports with Report Preferences.
  12. Select “Save & close” to exit the inspection.

Mobile app: Android

If you are conducting an inspection whilst your device is offline or does not have an internet connection, your inspection(s) will be stored on the device only, until the device is online or has an internet connection again to be synced.

  1. Log in to iAuditor on your Android device.
  2. Tap on “Inspections” at the bottom of your screen.
  3. Select the “Templates” tab at the top of your screen.
  4. Search for the template you wish to use for your inspection.
  5. Select accordingly:
    Mobile phones: Select the template and tap “Start Inspection” at the bottom of your screen.
    Tablets: Tap “Start Inspection” at the right-hand side of the template you wish to use for your inspection.
  6. If your organization has the Sites feature enabled, you must select the applicable site at the start of the inspection.
  7. Go through your inspection accordingly and make sure to answer any mandatory questions that may have been marked by the template author. Mandatory questions can be identified by a red line and asterisk on the left-hand side of the question label.
  8. You can navigate between pages by selecting from the dropdown menu at the top of your screen, or by tapping “Back” and “Next” at the lower-left and lower-right corner of your screen respectively.
  9. Once you are ready to complete your inspection, navigate to the last page of the inspection.
  10. Scroll to the bottom of the page.
  11. Tap “MARK AS COMPLETE” at the bottom of your screen.
  12. Select “VIEW & EXPORT REPORT” if you wish to view, download, or share your inspection report. Learn how you can customize your reports with Report Preferences.
  13. Select “SAVE & CLOSE” to exit the inspection.

Mobile app: iOS

If you are conducting an inspection whilst your device is offline or does not have an internet connection, your inspection(s) will be stored on the device only, until the device is online or has an internet connection again to be synced.

  1. Log in to iAuditor on your iOS device.
  2. Tap on “Inspections” at the bottom of your screen.
  3. Select the “Templates” tab at the top of your screen.
  4. Search for the template you wish to use for your inspection.
  5. Tap “Start inspection” below the template name on iPhones or on the right-hand side of the template name on iPads.
  6. If your organization has the Sites feature enabled, you must select the applicable site at the start of the inspection.
  7. Go through your inspection accordingly and make sure to answer any mandatory questions that may have been marked by the template author. Mandatory questions can be identified by a red line and asterisk on the left-hand side of the question label.
  8. You can navigate between pages by selecting from the dropdown menu at the top of your screen, or by tapping “Back” and “Next” at the lower-left and lower-right corner of your screen respectively.
  9. Once you are ready to complete your inspection, navigate to the last page of the inspection.
  10. Scroll to the bottom of the page.
  11. Tap “Mark As Complete” at the bottom of your screen.
  12. Select “View & Export Report” if you wish to view, download, or share your inspection report. Learn how you can customize your reports with Report Preferences.
  13. Select “Save & Close” to exit the inspection.

Edit an existing inspection

You must have “View and Edit” permission at least for the inspection you wish to edit. Learn how you can share your inspections with your team.

Web app:

Edits made on the web app are saved as you go.

  1. Log in to the iAuditor web app.
  2. Select “Inspections” from the left-hand side menu.
  3. Hover your cursor over the inspection you wish to edit. You can use the search bar and filters on the upper-left corner of the page to narrow down the inspection list.
  4. Click “Edit” on the right-hand side. If the “Edit” button appears grayed out, this means you don’t have “View and Edit” permission to the inspection, click “Edit” to see in the pop-up who to contact for access.
  5. Go through the inspection accordingly and make sure to answer any mandatory questions that may have been marked by the template author.
  6. You can navigate between pages by selecting from the dropdown menu on the top of the page, or by clicking “Previous Page” and “Next Page” on the lower-left and lower-right corner of the inspection page respectively.
  7. Once you are ready to complete the inspection, navigate to the last page of the inspection.
  8. Scroll to the bottom of the page.
  9. Click “Mark as complete” on the lower-right corner of the inspection page.
  10. Select “View & download report” if you wish to view, download, or share the inspection report. Learn how you can customize your reports with Report Preferences.
  11. Select “Save & close” to exit the inspection.

Mobile app: Android

If you are conducting an inspection whilst your device is offline or does not have an internet connection, your inspection(s) will be stored on the device only, until the device is online or has an internet connection again to be synced.

  1. Log in to iAuditor on your Android.
  2. Tap on “Inspections” at the bottom of your screen.
  3. Select the “In Progress & Complete” tab at the top of your screen.
  4. Search for the inspection you wish to edit.
  5. Select accordingly:
    Mobile phones: Select the inspection, then tap “Continue Inspection” if it's incomplete, or tap “Edit inspection” if it's complete.
    Tablets: Tap the pen icon of the inspection you wish to continue editing.
  6. Go through the inspection accordingly and make sure to answer any mandatory questions that may have been marked by the template author. Mandatory questions can be identified by a red line and asterisk on the left-hand side of the question label.
  7. You can navigate between pages by selecting from the dropdown menu at the top of your screen, or by tapping “Back” and “Next” at the lower-left and lower-right corner of your screen respectively.
  8. Once you are ready to complete the inspection, navigate to the last page of the inspection.
  9. Scroll to the bottom of the page.
  10. Tap “MARK AS COMPLETE” at the bottom of your screen.
  11. Select “VIEW & EXPORT REPORT” if you wish to view, download, or share your inspection report. Learn how you can customize your reports with Report Preferences.
  12. Select “SAVE & CLOSE” to exit the inspection.

Mobile app: iOS

If you are conducting an inspection whilst your device is offline or does not have an internet connection, your inspection(s) will be stored on the device only, until the device is online or has an internet connection again to be synced.

  1. Log in to iAuditor on your iOS device.
  2. Tap on “Inspections” at the bottom of your screen.
  3. Select the “In Progress & Complete” tab at the top of your screen.
  4. Search for the inspection you wish to edit.
  5. Select accordingly:
    iPhones: If the inspection is incomplete, tap “Continue inspection” below the inspection name. If the inspection is complete, select the inspection and tap the 3 dots at the upper-right corner of your screen, then select “Edit” from the pop-up options.
    iPads: Tap the pen icon of the inspection you wish to continue editing.
  6. Go through the inspection accordingly and make sure to answer any mandatory questions that may have been marked by the template author. Mandatory questions can be identified by a red line and asterisk on the left-hand side of the question label.
  7. You can navigate between pages by selecting from the dropdown menu at the top of your screen, or by tapping “Back” and “Next” at the lower-left and lower-right corner of your screen respectively.
  8. Once you are ready to complete the inspection, navigate to the last page of the inspection.
  9. Scroll to the bottom of the page.
  10. Tap “Mark As Complete” at the bottom of your screen.
  11. Select “View & Export Report” if you wish to view, download, or share the inspection report. Learn how you can customize your reports with Report Preferences.
  12. Select “Save & Close” to exit the inspection.
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