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How to create an inspection from scratch (e.g. quality walk)
How to create an inspection from scratch (e.g. quality walk)

Tips for creating your first Inspection Visi when inspecting in progress works onsite.

Shaun Phelan avatar
Written by Shaun Phelan
Updated over a week ago

If you haven’t read “How to create a Visi” then please have a quick read of that to master the basics before jumping into this article.

What is an Inspection Visi?

You can think of an Inspection Visi as a “parent” that manages the status of all the user added “child” Visis.

Any Visi type or attachment can be added to the parent Inspection Visi making it a nice way to manage a group of Visis, site photos or PDFs.

When you first start using Visibuild it will be common to add tasks and issues observed on the job site as “child” Visis to a parent Inspection Visi.

As your familiarity with the Visibuild grows you can start to experiment with adding child Inspection Visis to the parent Inspection Visi. This is particularly powerful when you are tasked with completing several inspections onsite in quick succession (e.g. apartment defecting).

In Visibuild there are two main ways to use an Inspection Visi:

  1. Ad hoc inspections created in the field (the focus of this article).

  2. Inspection templates (e.g. your company’s ITP template).

Why create an Inspection Visi?

Speed - Starting an onsite walk with an Inspection Visi speeds up the process of assigning a large number of child task/issue Visis because each subsequent child you create is pre-filled with the parents metadata.

Status - Imagine you completed an inspection last week and want to check the status before completing a similar inspection this week.

Instead of scanning through all the individual tasks/issues created last week simply head to the parent Inspection Visi page to understand the status at a glance.

When create an Inspection Visi?

One of my biggest jobs as a supervisor/engineer was inspecting in progress works on the jobsite.

During these ad hoc inspections I would often be reminded of tasks/issues that needed to be followed up by myself, colleagues, subcontractors or suppliers.

The sheer number of tasks/issues observed every time I walked onsite was always large enough to justify sending multiple emails, WhatApp and imessages.

Inspection Visis were designed to resolve this exact pain point!

Instead of keeping track of thousands of individual tasks/issues via email and text simply leverage an Inspection Visi every time you walk onsite to automatically summarise all your to-do’s whilst in the field.

How to create an Inspection Visi?

To create an Inspection Visi you need to fill in three fields:

  1. Add a title… This one is pretty self explanatory, some common titles might be "site safety walk", "weekly site status walk" etc..

  2. Location… If you are going to be inspecting multiple areas onsite it may be handy to simply set your location to the top of the project tree and then allocate each individual Task/Issue Visi to more specific locations.

  3. A person responsible (Assign…) If multiple people will be responsible for the child Visis you can simply make yourself responsible for the parent Visi and assign child Visis to different individuals.

Great you've nailed it, now you get to hit create and start inspecting!

How to add attachments and child Visis to a parent Inspection Visi

To add photos or documents to the parent Inspection Visi simply hit the + in Attachments or hit the + in Checklist to add child Visis.

Now you've got all the tools you need to add child Visis and attachments to the parent Inspection Visi ✌🏼

Checking the status of an Inspection Visi and exporting to PDF

As child Visis are closed the parent Inspection Visi will automatically show you the status in the Checklist field.

In addition to monitoring the status of inspections, all Visis can be exported to PDF by hitting the export button in the top right corner.

Once exported you will receive an email from Visibuild with your PDF export attached.

From here you can send this PDF to unresponsive Visibuild users via email or similar to remind them to get back onto Visibuild and close out their work!

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