Completing An Inspection

Before you begin

• Make sure you are in the correct project.
• Confirm the project has an active control plan.
• Choose the correct category and control item.
• Confirm the control item has a published shared form attached.
• Have any required photos, files, or drawing location ready.

Inspection workflow

1. 1
   Open the control item

   Start from the project control plan and select the item you are inspecting.

2. 2
   Load the attached form

   The portal loads the shared form linked to the control item. The submitted form_id must match the control item.

3. 3
   Answer visible questions

   Complete the form in order and follow required, blocking, conditional, and product-field behavior.

4. 4
   Add a drawing location if relevant

   Select the drawing or PDF and place a pin when the inspection needs a precise visual location.

5. 5
   Attach evidence

   Add photos or files to the relevant upload fields before submitting.

6. 6
   Submit the record

   The portal saves answers, attachments, drawing information, and project context as the inspection record.

After submission

• Open the inspection detail to confirm answers and attachments were saved.
• Use the submission code when discussing the record with teammates.
• If attachment URLs stop loading later, refetch the inspection detail to refresh signed URLs.
• If an edit is needed, keep existing attachment keys for files you want to retain.