---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create and manage a safety inspection

# Create and manage a safety inspection {#ariaid-title1}

* Release version: Xanadu
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## Before you begin

Role required: sn_hs_rm.safety_inspection_manager and sn_hs_rm.safety_inspection_writer

## About this task

You can also set up an inspection schedule to create safety inspections. For more information, see [Set up a safety inspection schedule](https://servicenow-prod.fluidtopics.net/Dau~v_0h8l8yNT1eTm3mDg "Set up an inspection schedule to create a safety inspection at a future date, or to schedule recurring safety inspections, such as daily or weekly, or monthly at once.").

## Procedure

1. Navigate to AllHealth and SafetyHealth 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, survey to use for this inspection, risk matrix used for risk assessments for this inspection, and a due date to complete the survey inspection.

   For
   more information on inspection field descriptions, see [Inspection schedule form](https://servicenow-prod.fluidtopics.net/Mckb4ip64MSfaPYFKRMD_Q "Safety inspection manager can use the inspection schedule form to set up a recurring workplace safety inspection.").
6. Select Save.  
   * The Inspection survey results, Findings and RCA, and Inspection actions tabs appear for this inspection.
   * The associated inspection survey is assigned for completion and appears in the Employee Center and Now Mobile app of the assigned user. The assigned user receives a notification about the inspection survey. For more information, see [Complete a safety inspection survey](https://servicenow-prod.fluidtopics.net/UGbtfn92opsPJKiYcxYUdQ "Complete a safety inspection or audit survey assigned to you through the Employee Center.").
   {#hs-create-manage-safety-inspection__ul_df4_djh_gbc}
7. **Optional:** If needed, complete the inspection survey in the inspection record by selecting Open inspection survey.  
   The Open inspection survey button appears only when Inspection format is set as Digital.
8. In the Inspection survey results tab, review the survey responses.  
   When completed, the survey results for this inspection are available in the Inspection survey results tab.
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](https://servicenow-prod.fluidtopics.net/988XaBpDQkOPxFNjTvPpEA "Record a finding based on the survey results for a safety inspection and perform a root cause analysis (RCA) for it.").
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](https://servicenow-prod.fluidtopics.net/uh9kwHSDknRpioJZrmtpmw "Add an action for each finding to address any issues or implement measures necessary to improve workplace safety. You can add multiple actions for an inspection or audit finding.").
11. **Optional:** 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.

*[\>]: and then