Safety Inspection - Create a Safety Inspection template
Safety Inspection – Create a Safety Inspection template
The Safety Inspection tool allows you to create inspection templates related to a specific project.
These templates can then be used by team members to complete safety inspections on site using a computer or any smart device. Safety inspection templates are available to all members of your project team.
To create a Safety Inspection, follow the steps below.
Step 1: Go to the Safety Inspection register
Navigate to your Management module and click on the Safety Inspection tool to access your project’s Safety Inspection register.
Step 2: Click “VIEW TEMPLATES”
Click the “VIEW TEMPLATES” button
Step 3: Create a new template
Click the “CREATE NEW TEMPLATE” button.
Step 4: Add your inspection title
Type the title of your inspection in the “Inspection title” field.
Step 5: Add a section title
Type in the title of your first safety inspection section.
Step 6: Add inspection items to your section
Type in the name of each item under your section.
You can add more items to your section by clicking the “+ADD ITEM” button.
Note: When completing a Safety Inspection, team members will mark each item as “Acceptable”, “Not Acceptable” or “Not Applicable (N/A)”. They will then have the opportunity to add a risk level, note, due date and any related photos to the item.
Step 7: Add more sections and items
Add the rest of the sections and items related to your inspection template.
Step 8: Preview your Safety Inspection template (optional)
If you would like to see what your Safety Inspection looks like in action, click on the overflow button on the top-right hand side of your toolbar and select “Preview” from the menu.
Step 9: Save your Safety Inspection template
Click the “SAVE” button on the top-right hand side of your screen to save your Safety Inspection template.
Safety Inspection - Edit a Safety Inspection template
Safety Inspection – Edit a Safety Inspection template
To edit a Safety Inspection, follow the steps below.
Step 1: Go to the Safety Inspection register
Navigate to your Management module and click on the Safety Inspection tool to access your project’s Safety Inspection register.
Step 2: Click “VIEW TEMPLATES”
Click the “VIEW TEMPLATES” button.
Step 3: Click on the related template
Click on the Safety Inspection template you wish to edit.
Step 4: Edit inspection title, sections or items
Make changes to your inspection template title, section and items.
You can remove whole sections by clicking the trash icon button to the right-hand side of each section name. Individual items can also be removed from a section by clicking the related “X” buttons.
Step 5: Preview your Safety Inspection template (optional)
If you would like to see what your Safety Inspection looks like in action, click on the overflow button on the top-right hand side of your toolbar and select “Preview” from the menu.
Step 6: Save your Safety Inspection template
Click the “SAVE” button on the top-right hand side of your screen to save your Safety Inspection template.
Safety Inspection - Duplicate a Safety Inspection template
Safety Inspection – Duplicate a Safety Inspection template
To duplicate a Safety Inspection template, follow the steps below.
Step 1: Go to the Safety Inspection register
Navigate to your Management module and click on the Safety Inspection tool to access your project’s Safety Inspection register.
Step 2: Click “VIEW TEMPLATES”
Click the “VIEW TEMPLATES” button.
Step 3: Click the overflow button
Click the overflow button located on the right-hand side of the related template block and select “Duplicate” from the menu.
Step 4: Name your duplicated template
Add your new template title.
Step 5: Click “Duplicate”
Click the “DUPLICATE” button on the bottom-right hand side of the dialog to save your new template.
Safety Inspection - Remove a Safety Inspection template
Safety Inspection – Remove a Safety Inspection template
To remove a Safety Inspection template, follow the steps below.
Step 1: Go to the Safety Inspection register
Navigate to your Management module and click on the Safety Inspection tool to access your project’s Safety Inspection register.
Step 2: Click “VIEW TEMPLATES”
Click the “VIEW TEMPLATES” button.
Step 3: Click the overflow button
Click the overflow button located on the right-hand side of the related template block and select “Remove” from the menu.
Safety Inspection - Import a Safety Inspection template from a CSV file
Safety Inspection – Import a Safety Inspection template from a CSV file
To import a Safety Inspection template from a CSV file, follow the steps below.
Step 1: Go to the Safety Inspection register
Navigate to your Management module and click on the Safety Inspection tool to access your project’s Safety Inspection register.
Step 2: Click “VIEW TEMPLATES”
Click the “VIEW TEMPLATES” button.
Step 3: Create a new template
Click the “CREATE NEW TEMPLATE” button.
Step 4: Click the overflow button
Click the overflow button on the top-right hand side of your screen and select “Import Template” from the menu.
Step 5: Prepare your template file
If you don’t already have an inspection template, click the “GET TEMPLATE” button.
Each section in your template is listed in Column A, with the related item listed in column B.
Once you have added all related sections and items to your template, save the file to your device.
Step 6: Upload your template file
To upload your Safety Inspection template, click the “UPLOAD EXCEL FILE” button.
Once you have located the file in your file explorer, click “Open” to import.
Step 7: Preview your Safety Inspection template (optional)
If you would like to see what your Safety Inspection looks like in action, click on the overflow button on the top-right hand side of your toolbar and select “Preview” from the menu.
Step 8: Save your Safety Inspection template
Click the “SAVE” button on the top-right hand side of your screen to save your Safety Inspection template.
Safety Inspection - Preview a Safety Inspection template
Safety Inspection – Preview a Safety Inspection template
To preview a Safety Inspection, follow the steps below.
Step 1: Go to the Safety Inspection register
Navigate to your Management module and click on the Safety Inspection tool to access your project’s Safety Inspection register.
Step 2: Click “VIEW TEMPLATES”
Click the “VIEW TEMPLATES” button.
Step 3: Click on the related template
Click on the Safety Inspection template you wish to preview.
Step 4: Preview your Safety Inspection template
To preview your template, click on the overflow button on the top-right hand side of your toolbar and select “Preview” from the menu.
Safety Inspection - Start a new Safety Inspection
Safety Inspection – Start a new Safety Inspection
To start a new Safety Inspection, follow the steps below.
Step 1: Go to the Safety Inspection register
Navigate to your Management module and click on the Safety Inspection tool to access your project’s Safety Inspection register.
Step 2: Click “START INSPECTION”
Click the “START INSPECTION” button.
Step 3: Select an inspection template
Select the template you would like to use for your inspection and click the “START” button.
Step 4: Add your inspection attendance
Add any contacts that will be performing the inspection with you by clicking the “YES” button.
You can then search all address book contacts and click to select them.
If attendees do not appear in the search result, click the “ADD NEW CONTACT” button at the bottom of the search list to add them as a new address book contact.
Once you have added all related contacts to the Address Book dialog, click the “ADD” button on the bottom-right hand side of the dialog to continue your inspection.
Note: All inspection attendees will be listed in the Safety Inspection pdf report once completed.
Step 5: Review each item
Mark each item in your Safety Inspection as “Acceptable”, “Not Acceptable” or “Not Applicable (N/A)”. After reviewing an item, you will then have the opportunity to add more details (depending on your answer).
Note: You must answer all questions in your Safety Inspection before it can be completed.
a) Acceptable
After marking an item as “Acceptable”, you have the option to add a comment and a photo for your record.
b) Not Acceptable
When you mark an item as “Not Acceptable”, additional information is required:
– Comments (compulsory)
– Risk (compulsory) – High/Medium/Low risk rating
– Assign to (compulsory)- assign one or more contacts from the same company to the item
– Due Date (optional) – a safety notice is created for items with due dates. Items are collated in to one Safety Notice per company
– Take a photo (optional)
c) Not Applicable (N/A)
When an item is marked as Not Applicable (N/A) the question is skipped. “N/A” will appear next to the item in your Safety Inspection report.
Step 6: Complete your inspection & sign off
Once you have answered all questions in your Safety Inspection, click the “SUBMIT REPORT” button.
You can then add any other comments and add your signature, which is included in the Safety Inspection pdf report.
Step 7: Safety Notices sent (for actionable items)
When you complete your inspection, Safety Notices are automatically created and sent for all actionable Safety Inspection items with due dates.
Items are collated in to one Safety Notice per company before they are dispatched.
Example: Safety Notice pdf file
Step 8: View your Safety Inspection record
To view your Safety Inspection record, click on your Safety Inspection block in the register.
Related Safety Notices are listed at the top, with all related sections and items below.
Safety Inspection - View a completed Safety Inspection
Safety Inspection – View a completed Safety Inspection
To view a completed Safety Inspection, follow the steps below.
Step 1: Go to the Safety Inspection register
Navigate to your Management module and click on the Safety Inspection tool to access your project’s Safety Inspection register.
Step 2: View your Safety Inspection record
To view your Safety Inspection record, click on your Safety Inspection block in the register.
Related Safety Notices are listed at the top, with all related sections and items below.
Safety Inspection - Share a completed Safety Inspection
Safety Inspection – Share a completed Safety Inspection
To share a completed Safety Inspection pdf report, follow the steps below.
Step 1: Go to the Safety Inspection register
Navigate to your Management module and click on the Safety Inspection tool to access your project’s Safety Inspection register.
Step 2: Click the overflow button
Click the overflow button on the right-hand side of a Safety Inspection block and select “Share” from the menu.
Note: To select multiple Safety Inspections, hover over the block and click the check box on the left-hand side of the Safety Inspection title.
Step 3: Add recipients and share
Add one or more contacts you would like to share your selected inspections with by typing into the search field and selecting them from the list.
If the contact you are searching for isn’t in your address book, click the “ADD NEW CONTACT” button to add them.
Note: You can search for anyone in your address book by contact name, email address or company name. Contacts do not require a WeBuild account to view or download shared inspections.
Step 4: Notifications
After sharing a Safety Inspection, each contact receives an email notification like the one in the example below.
Recipients can click the “Download Report” button to download the Safety Inspection pdf report and any related attachments.
Example: Safety Inspection report pdf file
Safety Inspection - Export a Safety Inspection pdf report
Safety Inspection – Export a Safety Inspection pdf report
To export a pdf report for a completed Safety Inspection, follow the steps below.
Step 1: Go to the Safety Inspection register
Navigate to your Management module and click on the Safety Inspection tool to access your project’s Safety Inspection register.
Step 2: Click the overflow button
Click the overflow button on the right-hand side of a Safety Inspection block and select “Export” from the menu.
Note: To select multiple Safety Inspections, hover over the block and click the check box on the left-hand side of the Safety Inspection title.
Example: Safety Inspection report pdf file
Safety Inspection - Remove a completed Safety Inspection
Safety Inspection – Remove a completed Safety Inspection
To remove a completed Safety Inspection, follow the steps below.
Step 1: Go to the Safety Inspection register
Navigate to your Management module and click on the Safety Inspection tool to access your project’s Safety Inspection register.
Step 2: Click the overflow button
Click the overflow button on the right-hand side of a Safety Inspection block and select “Remove” from the menu.
Note: To select multiple Safety Inspections, hover over the block and click the check box on the left-hand side of the Safety Inspection title.
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