Visitt simplifies the scheduling of recurring inspections, making the process both streamlined and efficient. In this tutorial, we will guide you through setting up a new inspection, including how to configure the frequency, assign users, and select the spaces or equipment to be inspected.
Begin by navigating to the Inspections page on the sidebar. Then, go to the Manage Inspections tab at the top of your screen. Once there, click Add Inspection.
After clicking Add Inspection, you can create your inspection using this brief three-step process.
1. Main Information
Enter the main information for the inspection, including the name, frequency, and assigned users. You can also include more general settings, such as estimated work hours and require location tracking.
💡Note: You can now add clickable links directly in inspection descriptions and text fields in Visitt. This makes it easy to include helpful resources—like Google Forms, Drive documents, or any external links—so your team has everything they need at their fingertips while completing inspections.
2. Build Your Inspection Tasks and Spaces
Add your tasks and select their types: For each section, select the spaces/equipment where the inspection should take place and create tasks with customizable input types, such as text, numbers, multiple choice, and more.
Required tasks (Optional): You can designate a task as required. If a task is marked as required, team members must complete it before they can complete the inspection.
Dependent tasks: In the Multiple Choice task type, you can set up dependent tasks. This allows you to trigger a specific check based on a certain response. For example:
Suppose we have a check named Relief Valve Leaking. We can set up another task to be triggered only if the answer to this check is Yes.
To do this, add the 'Relief Valve Leaking' task, select 'Multiple Choice' as the type, then click on the Connected 3 Dots icon as shown in the image below. Choose which option will trigger the next task, and then click 'Add Task' to create the new dependent task.
3. Order
If the inspection has multiple spaces, you can arrange the order in which the inspection will take place. You can drag and drop assigned spaces to arrange them in your preferred order, allowing the inspection to align with your workflow. Once you are done, click Add inspection and Visitt will trigger the inspections at the designated time and notify all assigned users. As managers, you will be able to track inspections in the Open Inspections tab under the "Inspections" page in Visitt.
4. Inspections Hold
Visitt allows you to pause your inspections for times when teams are unavailable to complete tasks, such as holidays. To pause an inspection, go to your Manage Inspections page, select the inspection you want to pause by checking its checkbox, and then change the mode to "Pause" on the toolbar.
5. Remove Inspections
To remove an inspection, go to the Manage Inspections page, check the box next to the inspection you want to remove, and click the bin icon to delete it.
6. Calendar
Navigate to the Calendar tab in order to access a calendar view of all your open inspections. You can customize your view by Status, Building, Assigned user and Frequency.
💡This view does not show daily inspections.
Thanks for reading with us! We hope this article was engaging and useful.