Adding an Audit Inspection

Modified on Fri, 22 Aug, 2025 at 4:12 PM

Click here to view the "Audit Inspection" video


This article assumes that audits and templates have already been created in the system. If these items have not yet been set up, please complete those configurations first, as they are required for the steps outlined in this article.


Step #1

Click here to access the "Inspections Manager" sub-menu.


Step #2

Click "Audit Inspections"


Step #3

Click "Create Audit Inspection"

Step #4

Enter the following details:

  • Audit
  • Template


Step #5

Enter the following details:

  • Audit ID 


Step #6

Click "Create Inspection".


Step #7

The following fields are optional but can be added if applicable:

  • Timesheet Entries
  • Notes


Step #8

Complete the Inspection Characteristics and add any applicable signatures.


Step #9

Click to "Sign and Finalize" the sample.


Step #10

Repeat Steps 8 & 9 for each sample.


Step #11

Once all Samples have been inspected, click "Save and Finalize" to close the Inspection.


If the equipment Inspection has failed, it is possible to Initiate a Corrective Action Report or a Non-Conformance Report or an OOS Report.


Step #12

Click here to download a PDF of your report.

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