Your first inspection
A first inspection takes three things: a published template, a site, and someone to conduct it — you, or someone on your team. Getting started follows this path with you and ticks each step off on its own; this page walks through it step by step.
A template
Section titled “A template”The template is the list of questions the inspection will follow.
- With AI, included in the free trial: drop your current checklist (Excel, PDF, Word, a photo of a paper sheet) or describe your check in a few words. Verifline suggests a complete template, which you review before creating it — create a template with AI.
- By hand: New template, in Templates, opens the editor on an empty template — the template editor.
Then Publish: a published version is ready for your inspections, offline included — publish a template.
A site
Section titled “A site”The site is the place you inspect, the one that will appear on the report. New site, in Organization › Sites: one is enough to start — sites.
The inspection
Section titled “The inspection”From getting started, Run my first inspection opens the start sheet with your template already chosen (and your site, if there is only one). Otherwise, Start an inspection, in Inspections on a computer or on the phone’s home screen — and on a phone, + Start in the bar of the Inspections screen: start an inspection. Answer the questions, then Finish the inspection — capture.
Would you rather hand it to someone on your team? Invite them with a role that inspects and their sites: their welcome invites them to start.
The first inspection screen
Section titled “The first inspection screen”When you complete the organization’s very first inspection, the Your first inspection is complete screen shows what it produced:
- The report — the score and compliant answers, with Open the report;
- the issues found — the first one, with the answer given and your comment;
- An action to fix it — Create an action from this issue turns it into an action to follow up, with an owner and a due date.
Then What next?: a QR code to install the app on your phone (see Install the app), and Invite your team. See the summary returns to the inspection’s usual screen. This screen only shows once, to the person who conducted the inspection.