Creating Inspections

You can create your own forms to run inspections for your business. These can be created from a Safe Ag Systems provided template or from scratch.

Note: Your Access Level may restrict the use of some features.

Creating an Inspection can only be done on Desktop. 

Inspections will be replaced by Checklists soon to make them easier to build and run.

We will continue to support the Inspections module until the move is complete.

All Inspection templates can already be located in the checklists Template Library.

Navigate to Documents > Checklists and click on the Template Library tab. Type Inspections in the Search keyword field to bring up all inspection templates.

Start using these now and attach inspection checklists to inventory or when assigning a task

The following link explains how to use checklists and provides further links to checklist help:

Checklists Overview

  1. From the left menu, select Documents > Inspection.
  2. To create an inspection:
    1. Click Create My Own (to build your own inspection), or
    2. Select Copy from Template tab (to use a template).
      1. Click View to review any inspection template.
      2. Tick the template(s) and click Copy Template > Yes to use
  3. Enter a Category and Inspection Name.
  4. To add a new statement click Add new statement.
  5. To move the position of a statement Drag and Drop or use the up/down arrows.
  6. If you need to delete a statement click the Trash Can icon in the applicable statement.
  7. Once all statements have been created click Save.

What's Next?

Running Inspections (App)