Access the Inspections Page
-
From the homepage, select Inspections from the navigation bar at the top of the page.
-
You’ll be taken to the Inspection Allocations page, where all scheduled and completed inspections are listed.
Customise Your View
On the Inspections page, you can adjust how inspections are displayed:
-
Use the Calendar view or List view options on the right-hand side of the page.
-
Optionally, refine your results by selecting:
-
Date range
-
Client
-
Site
-
Area Manager
-
Report status
-
These filters help you quickly find specific inspections.
Export Inspection Schedules to Excel
To export inspection data as an Excel spreadsheet:
-
On the Inspections page, select Export on the right-hand side of the page.
-
The data will be downloaded as an Excel file.
Note:
If you apply filters (such as date range, client, site, area manager, or report status), only the filtered results will be included in the export.
View an Inspection Report
Once inspections have been scheduled, they will appear on the Inspections page:
-
Green icon — Completed inspection
-
Red icon — Incomplete inspection
To view an inspection report:
-
Select the status icon next to the desired inspection.
-
The inspection report will open.
Export an Inspection Report to PDF
While viewing a completed inspection report:
-
Select Export on the right-hand side of the page.
-
The report will be downloaded as a PDF file.
