Running Inspections in the Field
Bind the real system, record checklist and defect state, and move to review and signature without losing visit context.
Before you start
- The inspection is visible in your deployed work or has been created from a site.
- You can identify the site and service type.
Expected outcome
You can bind the installed system, complete the field record, and understand the checks before signature.
Confirm visit context
The inspection header shows the service, visit or certificate reference, site, system, scheduled time, assigned engineers, and GPS state. Capture GPS when required and make sure the site matches the physical visit before entering results.
Bind the installed system
If the visit says the system is pending:
- Keep visit notes and attendance context in the current inspection.
- Choose Select Existing System when the equipment is already registered.
- Choose Add New System when the installed system is not present.
- Confirm the selection. The Assets and Checklist workspaces then unlock for that system.
The inspection cannot move to completion without a system.
Record the inspection
- Assets supports status capture, QR lookup, asset creation, and bulk add for the bound system.
- Checklist supports individual results, filtered or bulk pass, undo, evidence capture, and checklist refresh.
- Defects records severity, description, location, action, and evidence. Critical and major defects require photo evidence before save.
- Visit notes belong to the inspection as a whole; defect notes belong to the specific fault.
Completed inspections are read-only for operational data. Their action bar offers report and assistant follow-up where the corresponding features are available.
Review, complete, and sign
Complete & Sign is enabled after all checklist items have a result. The app still checks for unchecked assets and incomplete checklist state. If warnings remain, you can return to review or explicitly continue to the Signature screen. Signature and certificate guidance continues in Evidence, Sign-off, and Certificates.
Troubleshooting
| Problem | What to check |
|---|---|
| Assets and checklist are locked | Bind the installed system first. |
| Complete & Sign is disabled | Give every checklist item a result. |
| A defect will not save | Critical and major defects require photo evidence. |
| A completed visit will not accept edits | Completed inspection data is intentionally read-only; use the supported follow-up workflow. |
| Local work has not appeared in admin | Check Offline Sync, Search, and Settings before assuming upload succeeded. |
Use Inspection Workspace for the control map and the Engineer Screen Interaction Matrix for specialist exits.