About the Audits and Inspections Module

Use the Audits and Inspections module to manage Safety, Ergonomic, or Environmental audits and inspections, including findings, actions required, and any supporting documentation such as questionnaires, notes, letters, and other related documents. An audit might seek to ensure standards are being met (e.g. guardrails, hard hats, reporting, labeling, etc.), or whether policies and procedures are in place and followed.

What’s the difference between an “audit”, an “inspection”, and a “survey”?

The workflow for inspections is as follows:

  1. An administrator defines an inspection program, including recurrence, and assigns it to one or more inspectors.

  2. An email notification is sent to the assigned inspector(s). The inspection also appears in the assignee’s My Inspections list.

  3. The assignee completes the inspection.

  4. The administrator reviews the inspection.


This chapter explains how to:

To see the look-up tables used by this module and the reports available, see Module Reference. There may also be system settings that affect your use of this module; for more information, see Changing Your System Settings.