Running Inspections in the Field

Start from the inspection workspace

Open the inspection and stay inside the main workspace while you move between assets, checklist items, defects, and visit notes.
Use the tabs and search controls to move quickly instead of reopening the visit from multiple entry points.

If the inspection opens with System pending, keep working inside the visit instead of backing out.
Capture visit notes and GPS immediately if that helps prove attendance or access before the plant is fully identified.
Use Select Existing System when the equipment is already on the site register.
Use Add New System when you discover a live installation that is not yet in Deucalion.
Once the real system is bound, the checklist and asset workflows unlock in place without restarting the visit.
Do not complete the inspection until the correct system has been attached.

If the system is still pending, expect the checklist and asset tabs to stay in discovery mode until you bind the real system.
Review the asset context before you start marking results.
Use QR or search tools when manual drilling is slower than direct lookup.
Sync checklist structure only when the asset register genuinely changed during the visit.

Capture visit notes inside the dedicated visit-note flow when the observation belongs to the visit as a whole.
Use defect detail when the note belongs to a specific issue.
Keep the narrative aligned with the checklist and defect evidence rather than recording separate parallel notes in other apps.

Before sign-off, check that checklist results, defects, and visit notes all match the real condition you observed.
If something is incomplete, fix it in the inspection record before moving into certificate review.

Problem	What to check
The inspection opens but the checklist is missing	Check whether the visit is still in `System pending`. Bind the real system first, then the checklist will generate for that installation.
The visit notes feel disconnected from the rest of the record	Re-open the inspection note flow and confirm you saved them against the current inspection, not elsewhere.
The wrong checklist items are showing	Check service type, asset context, and whether the asset register changed after the visit began.
A feature like quotes or analytics is missing during the visit	Treat it as an availability question first; it is not necessarily an inspection-data problem.

Use Inspection Workspace for the live checklist, action bar, GPS, AI, and completion controls.
Use Defect Resolution, Visit Notes, and Drafts and Comparison for the supporting flows that sit around the core inspection screen.
Use the Engineer Screen Interaction Matrix when the key question is which evidence or follow-up screen the inspection can launch next.