Site Inspections and Quality Checklists
Build reusable inspection templates, run inspections, track corrective actions, and share approved client-visible quality records.
Use this when: You run quality or safety checks on site and need them tied to whether a stage can be marked complete.
Site inspections turn repeatable quality checks into project evidence. Critical failures, waivers, and corrective actions are explicit parts of the workflow so nothing slips through.
From Template to Approval
- 1
Create templates
Define checklist items, category, severity, which items are critical, and what evidence is required.
- 2
Run a project inspection
Start from an active template and record pass, fail, or not-applicable for each item, with notes and photos.
- 3
Handle corrective actions
Failed items can create corrective actions with owners and due dates; overdue ones trigger reminders automatically.
- 4
Review and approve
Critical failures can block approval unless an authorised waiver is recorded with a reason.
- 5
Share approved results
Approved, client-visible inspections appear in the client portal without exposing internal-only notes.
The Inspection Decision
An inspection with critical failures cannot be approved unless someone with authority records a waiver explaining why the risk is acceptable.
The Stage Completion Gate
Your company can require an inspection before a stage is allowed to complete. When this rule is on, make sure the inspection is done and approved so there is quality evidence before the stage is closed.
Do not wave through critical failures
A waiver should always capture why the risk is acceptable, who approved it, and what follow-up remains open.