How to Conduct an Inspection

Schedule an inspection

1. Click Inspections in the sidebar
2. Click Schedule Inspection
3. Select a Template from the dropdown — or choose no template for an ad-hoc inspection
4. Review or edit the auto-filled Title
5. Set the Scheduled Date
6. Assign an Inspector (optional — can be yourself)
7. Add any Notes for the inspector
8. Click Schedule

The inspection appears in the register with status Scheduled.

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Complete an inspection

1. Click the inspection title to open it
2. Work through each checklist item and mark it:
   • Pass — item is satisfactory
   • Fail — item needs attention
   • N/A — item does not apply
3. For any Fail item:
   • Add a note explaining the issue
   • Click Raise Action to create a corrective action directly from that checklist item
4. When all items are reviewed, click Complete Inspection

The inspection score is calculated and the status changes to Complete.

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Understand the inspection score

Score = Pass items ÷ (Pass + Fail items) × 100%

N/A items are excluded. The score determines the BRAG status:

Score	BRAG
100%	🟢 Green
≥ 80% (default)	🟠 Amber
< 80%	🔴 Red

The pass threshold (default 80%) can be changed in Organisation Settings → Notifications.

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Create a custom template

1. In Inspections, click Manage Templates
2. Click Add Template
3. Enter the template Name and Category
4. Add Sections — group related checklist items under a heading
5. Add Items within each section — each item is a single checklist question
6. Click Save Template

Your custom template is now available when scheduling future inspections. Built-in templates (from SteadyOn) cannot be edited but serve as useful reference checklists.

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Cancel an inspection

If an inspection can no longer go ahead on the scheduled date:

1. Open the inspection
2. Change the status to Cancelled

You can then schedule a new inspection with an updated date. Cancelled inspections are not counted in your compliance score.