Inspections

Inspections are feature-rich and dynamic:

• Include images/photos in your questions for extra context
• Trigger notifications based on responses
• Define conditional logic – nested and branching*
• Drag-and-drop builder
• Quick setup via spreadsheet imports with the optional Inspections Importer Addon

*Requires advanced training

Reporting and analytics

• Create, schedule, and share pre-configured charts and tables or configure your own based on inspection responses over time.
• Question trend charts
• Auto pdf scheduling and sharing
• Integrate with powerful business intelligence tools

“Many CRM’s focus on an individual risk, verification of the controls for that risk, and then the inspection is complete. However, Smart Inspections focus on the worksite and the critical risks associated with ‘work’ – this allows controls to be verified for multiple critical risks all at the same time, because that is what a worksite is really like – multiple risks to verify, multiple controls to verify.” Josh Bryant (Mitchell Services General Manager, People and Risk)

Make your Inspections Smart with the Rules Engine*

*Available for Custom tier subscribers only.

With Smart Inspections + Rules Engine, the person conducting the inspection does not have to consider whether to escalate issues or create actions

Critical processes, actions and notifications are preconfigured to trigger based on inspection responses. This automatic process bypasses the need for workers to make value judgements in the field.

• Automatically notify people or groups
• Initiate or change workflow
• Automatically assign actions
• Automatically create records in other integrated modules
• Automatically change the status of linked records
• Configure to record level
• Amend history log within records
• Ongoing control verification