Creating and assigning inspections in busybusy allows you to efficiently allocate safety checks to your teams, ensuring that inspections are conducted on time and according to your company's standards and specific needs.
You can manage your inspections from the online desktop as well as from your app. Users will need the Manage Safety Inspections permission to create and assign inspections, which you can learn more about HERE. If you want to set an inspection to be repeating, check out the instructions in our article HERE.
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On the Web
Click HERE to jump to a video that will walk you through how to assign an inspection on the web.
Access the Inspections Feature:
Navigate to the left-hand menu and click on Safety.
Select Inspections under the Safety heading.
Create a New Inspection:
Click the Assign Inspection button.
Set the inspection date (today’s date is the default, but you can change it as needed).
Select the employee who will conduct the inspection.
Choose the project for the inspection.
Select the checklist to be used during the inspection.
Add a description if needed.
Set Reminders and Notifications:
To remind the inspector, check the Remind box and set the desired time.
To receive notifications when the inspection is submitted, or if the score falls below your set threshold, check the Notification box.
Choose the individuals to notify, set the circumstances to either Always or Low Score, and set the score threshold.
Save the Inspection:
Click Submit to save the inspection assignment.
The assigned inspection will now appear on your Assigned Inspection screen.
Assign Inspection on the Web - Video
On Mobile
Access the Inspections Feature:
Open the busybusy app on your mobile device.
Tap on Safety in the navigation menu.
Tap Inspections at the bottom of the screen.
Create a New Inspection:
Tap the plus + icon (at the bottom on Android, in the upper corner on iOS).
Set the inspection date.
Select the project where the inspection will take place.
Choose the inspector who will conduct the inspection.
Select a Checklist:
Select the checklist to be used during the inspection.
Add a description if needed.
Set Reminders and Notifications:
To remind the inspector, turn on the reminder toggle and set the desired time.
To send notifications when the inspection is done, use the notification toggle to set the circumstances and recipients.
Save the Inspection:
Once all the details are set, tap Save or Done in the upper right corner.
Assign Inspection on Mobile - Video
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