Set up your workspace

Follow these steps in order to go from a new account to your first finished inspection and its report. Each step is a short summary, and its link leads to the full guide.

1. Check your organization details

Open Settings. Under General, check your organization name and add your logo, which prints at the top of every report. Under Localization, set your region and time zone. Under Vertical, check that the industry fits your work, because it sets some of the words the app uses. See Settings.

2. Invite your team

Open Users and select Invite user. Enter the person's email, choose their role (Admin, Approver, or Inspector), and select Create invite. Invite your inspectors too: you can assign an inspection only to someone who has accepted their invite. See Users.

3. Add your clients and locations

Open Clients and select New Client for each company you inspect for. Then open Locations and select New Location for each place where inspections happen. If your industry does not use clients, Clients is not in the sidebar and you add locations only. See Clients and Locations.

4. Build and publish a template

On a computer (the template builder needs a large screen), open Templates and select New Template. Enter a name and select Create. Or open the arrow beside New Template and choose Start from a checklist to copy a ready-made form. Add your questions in the editor, then select Publish. Only a published template can be used for an inspection. See Templates.

If several questions share the same answer options, such as Pass, Fail, and N/A, create them once as a response set and reuse it.

5. Set up your reports

In Settings, open Report design to set the colors, fonts, and page size your reports use. Then open Email notifications and find Report delivery. Under Delivery format, choose PDF attachment, or Web link if you also turn on Enable public report links under Sharing. Add the addresses that should receive every completed report in Send to, and select Save. See Report design and Settings.

6. Get your inspectors on the field app

Your inspectors complete inspections in the field app on their phones. Each one accepts their invite and adds the app to their phone's home screen. Onboarding your inspectors walks through both, and what they see once they are in.

7. Create your first inspection

Open Inspections and select New Inspection. On the Site step choose the location, then the template, the inspectors, and when it runs. Choose Assign now and select Create & assign, or choose Schedule for later, pick a date, and select Schedule inspection. Your inspectors are notified as soon as you create it. To create inspections on a repeating pattern instead, open Schedules and select New schedule. See Inspections and Schedules.

8. Send the report

When the inspection is completed, Auditmark emails its report to the addresses you set in step 5. To send it to someone else, open the inspection and select the Report tab. If no report is listed yet, select Generate report. Then select Email beside the report. See Inspections.

Related

• The inspection lifecycle follows an inspection from creation to the report, including approval and sign-off.
• How Auditmark works explains templates, locations, findings, and the three apps.