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The inspection type is configured at the organization level when the account is set up. However, inspectors may be able to override the default and select a different type during the Opening Meeting stage, if permitted by their organization's settings.

Side-by-Side Comparison

📋 Inspection

Inspection

Uses a structured, pre-defined checklist (e.g. ASME A17.1) organized by section. The inspector works through each item selecting OK / NG / NA, signs off on results, and submits the final report.

  • Checklist-driven workflow with tabbed sections
  • Pre-defined items per equipment type
  • OK / NG / NA response per checklist item
  • Best for US-style compliance inspections
  • 9-step process from project creation to report download

→ View Inspection Walkthrough

🔍 Audit

Audit

A structured field inspection with formal meeting stages, on-site risk clearance, and client sign-off. Includes an Opening Meeting, safety clearance, equipment-based findings, a Closing Meeting, and customer feedback.

  • Meeting-driven workflow with formal stages
  • On-site risk assessment & safety clearance
  • Equipment/unit-based checkpoint findings
  • Client attendance and signatures required
  • 9-step process with customer feedback

→ View Audit Walkthrough

Workflow Comparison

Stage Inspection Audit
1 Open & Review Assignment Start — Review Assignment Details
2 Pre-Inspection Setup Inspection Instructions (read aloud to client)
3 Work Through Checklist Sections Opening Meeting (attendees & scope)
4 Record Findings (Pass/Fail/N/A) On-Site Risk Assessment & Clearance
5 Attach Photos Commence Audit — Select Units
6 Flag Violations & Deficiencies Details & Findings per Area/Checkpoint
7 Notes & Observations Closing Meeting & Work Completion Sign-off
8 Review & Submit Customer Feedback & Ratings
9 Review & Submit

Which Type Is Active for Your Inspection?

When you open an assignment from your queue, the inspection type is shown in the Start screen under "Project / Inspection." The progress bar at the top will display the applicable stages for your inspection type.

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If you are unsure which inspection type your organization uses, or if you need to change the type for a specific assignment, contact your administrator before starting the inspection.