Create and manage a safety inspection

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Create a safety inspection to manage your workplace inspection of a particular activity, process, or an area. Review the questionnaire responses and add findings, root cause analyses (RCA), and actions for the inspection.

    Vorbereitungen

    Role required: sn_hs_rm.safety_inspection_manager or sn_hs_rm.safety_inspection_writer

    Warum und wann dieser Vorgang ausgeführt wird

    You can also set up an inspection schedule to schedule recurring safety inspections. For more information, see Set up a safety inspection schedule.

    Prozedur

    1. Navigate to Workspaces > Health and Safety Workspace.
    2. Select the risk management icon (Risk assessment icon).
    3. Select the Inspections list and then All.
    4. Select New to create an inspection.
    5. On the form, fill in the fields.
      Enter details such as inspection format, smart assessment or survey to use for this inspection, risk matrix used for risk assessments for this inspection, and a due date to complete the inspection.

      For more information on inspection field descriptions, see Inspection schedule form.

    6. Select Save.
      • Based on the Assessment type field, the following tabs appear for this inspection:
        • For a smart assessment: Questionnaire results, Findings and RCA, and Inspection actions.
        • For an inspection survey: Inspection survey results, Findings and RCA, and Inspection actions.
      • The associated smart assessment or inspection survey is assigned for completion.
      • The assigned user receives a notification to complete the smart assessment or survey. If the inspection format is digital, the notification includes a direct link to access the assessment or survey.
    7. Review the smart assessment or inspection survey responses that are submitted by the assigned user.
      When completed, the assessment results for this inspection are available in the following tabs:
      • Questionnaire results tab for a smart assessment.
      • Inspection survey results tab for an inspection survey.
    8. Wahlweise: If needed, complete the assessment directly from the inspection record in the workspace.
      • For a smart assessment, select Open inspection smart assessment.
        Hinweis:
        Only a user with the Assessment reader role can access and complete this smart assessment. This role is set during the smart assessment template configuration. For more information, see Configure the smart assessment template for safety inspections and audits.
      • For an inspection survey, select Open inspection survey.
      These buttons appear only when the Inspection format is set to Digital.
    9. In the Findings and RCA tab, work on the inspection findings, and perform an RCA for this inspection.
      For more information, see Add a finding and root cause analysis for a safety inspection.
      Hinweis:
      Inspection agents can also create actions and findings for specific questions while completing a smart assessment or survey in the mobile app. When an agent creates an action for a question, the system also generates a related finding record based on the response. The finding then appears in this tab in workspace. For more information, see Create actions and findings for the smart assessment questionnaire from mobile app.
    10. If applicable, add actions for findings in the Inspection actions tab.
      For more information, see Add an action for a safety inspection or audit.
      Hinweis:
      Any actions created for specific questions while completing the smart assessment or survey in the Employee Center or mobile app also appear in this tab.
    11. In the Details tab, set the state to Closed Complete after all inspection activities are complete and then select Save.
      The inspection moves to the Closed Complete state.