Quick reference
Permissions, visibility, and platform availability
Inspections splits access three ways, and holding one permission without the others is normal rather than a sign something is broken.
Inspections splits access three ways, and holding one permission without the others is normal rather than a sign something is broken.
- View inspections controls access to non-draft inspection records.
- Create new draft inspections controls creating drafts and seeing the draft group.
- Create new inspections, make changes to existing inspections controls structure, status, results, observations, duplication, rename, and deletion.
Administrators, managers, and employees receive these permissions by default. Your project may be configured differently, so check with your administrator before assuming a record has gone missing.
Note: Draft access and general view access are separate. Someone can be able to view every active inspection and still not see a single draft.
Once you have the access, everything in Inspections works on a phone. Browsing, recording results, writing notes, changing status, importing, duplicating, and exporting the PDF are all available on desktop web, mobile web, and the app.
- The result controls are three icon buttons, not words: a check for Passed, an X for Failed, and an N/A glyph for Not Applicable. On a phone they're taller so they're easier to hit with a glove on.
- Building a long checklist works on a phone but is miserable there. Do structure work at a desk and save the phone for the walk.
- On desktop, the create control is a Draft Inspection button with a chevron beside it holding Import from Project. In the app it's a Draft button whose menu holds New Draft Inspection and Import from Project.