1. Login to the mobile app using your Comply Flow username (1) and password (2).
2. To start a new inspection tap the ‘New Inspection’ button (1), tap the ‘Start Inspection’ button (2) next to the Inspection and confirm your selection. You can also use the 'Search' area (3) to find a specific inspection template
Note: If there are no templates available please contact firstname.lastname@example.org
3. Once you have duplicated a template you will be taken to the 'Details' area. Fill in the relevant details for your Inspection and click 'Continue' .
Note: Only the Title is compulsory.
4. There are 4 areas in the inspection.
a) ‘Details’ section will take you back to edit the Title and other details already entered (1)
b) The ‘Checklist’ section will be where the inspection is completed (2)
c) ‘Attendees’ section is where you add people present and get signatures (3)
d) Any additional photos you can be uploaded here (4)
5. Open the ‘Checklist’ section to begin the inspection and open a category. (1)
Note: New categories can be added by tapping the ‘Add new category’ button on the top right of your mobile phone display (2).
6. Work through the questions in each category:
(1) Tap the criteria and select Yes, No or N/A.
(2) Additional information like photos, findings, actions, priorities and person responsible can be added by tapping the ‘>’ button.
Note: New criteria can be added by tapping the ‘+ Add Criteria’ button (3).
7. Adding additional Information:
(1) Select Yes, No or N/A.
(2) Select if action is required.
(3) Tap to add photos.
(4) Fill in ‘Findings’ field.
(5) Fill in ‘Recommendation’ field.
(6) Select the responsible person.
(7) Choose the priority.
Once you have finished click the back arrow to continue. (8)
8. To add Attendees open the ‘Attendees’ area. Tap the ‘+ Add new attendee’ button to add other attendees.
9. On the next screen you can use the search (1) feature or scroll down and select from the list an internal attendee (2).
11. To add additional photos open the additional photos area. Tap the ‘+ New photo’ button (1) and 'Choose photo from library' (2) or 'Take new photo' (3).
Select or take a new photo (1), add a comment (2) and tap 'Add' (3) to apply the changes.
12. Once you have completed the inspection sync the information by tapping the ‘Sync’ button.