This guide will walk you through the process of adding an inspection using mobile, ensuring you can efficiently manage and record your inspection activities.
See additional links below to view step by step instructions for closing out actions via your phone.
1.Log in to the mobile application with your Comply Flow email address and password, and then select the appropriate identity (organisation).
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2. Select the Start New Inspection button to start a new inspection.
3. Select an Inspection Program to access available templates under Inspection Templates. Select Use Template button next to the desired template to start the inspection.
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If there are no templates available please contact support@complyflow.com.au
4. In the Inspection Details page, enter all necessary information for your inspection. Once completed, select the Continue button to proceed.
There are four sections displayed in the menu. Each section is designed to simplify the process of performing and documenting inspections via the mobile application.
Checklist - this is where you can view the items to be inspected. By selecting Start Inspection, you will begin the process of reviewing each checklist item to ensure compliance or to note any issues
Inspection Details - this section allows you to enter specific details about the inspection, such as inspection title, site, date, location, and any other relevant information that provides context to the inspection being performed
Add Attendees: In this section, you can add the names of individuals present during the inspection. This helps maintain a record of those involved and aids in accountability and follow-up actions
Additional Photos: This will let you add photos to the inspection report. You can use this to provide visual evidence of the items inspected, which can be especially useful in documenting issues or compliance
Checklist section
In the Checklist section, select a category under the Categories section to view the inspection checklist items for that category.
New categories can be added by selecting the + Add Category button at the bottom of your mobile phone display.
Work through the checklist items in the category. Select the 
checkmark button or the > greater than sign to proceed.
New checklist item can be added by selecting the + Add Checklist Item button.
Adding additional Information.
Select
, 
, or N/A . This provides guidance on how to handle the checklist item:- indicates no further action is required
- indicates action is required
N/A indicates it does not apply to the current inspection scenario
Action Required. This field is where you indicate whether further action is needed based on the checklist item's inspection results. For example, if a piece of equipment is not up to standard, you would note that action is required
Add Photo. This button allows you to attach photo evidence to the checklist item, which can be useful for documentation, verification, and future reference
Findings. This is where you document the result of the inspection for the particular checklist item, such as noting whether it is compliant with standards or not
Recommendations. Here you can provide recommendations for any corrective actions or next steps that should be taken in response to the findings
Person Responsible. This indicates the person who will be accountable for addressing the findings, such as taking the recommended actions or ensuring compliance
Priority: This dropdown allows you to set the urgency level for addressing the findings, which can range from low to high priority
Due Date: You can manually update or change a checklist item’s due date by selecting the date from the dropdown. The date you select will update the priority automatically based on the selected date. If no pre-defined priority corresponds to the new date, the Priority field will display - Custom Due Date -.
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After completing the checklist item details, findings, and recommendations, select Done button to finalise the entry and move on to the next item or complete the process.
Inspection Details section
In the Inspection Details section, you can record the specifics of your inspection activity.
Inspection Program: This field indicates the specific program or set of standards that the inspection is aligned with. It ensures that the right protocol is followed during the inspection
Inspection Title: Here you name the inspection. This title often reflects the focus area or the group it's intended for, helping to categorise the inspection for reporting and tracking
Site: This refers to the location or the project site where the inspection is being conducted. It is an important identifier for coordinating inspections across various locations
Location (optional): An additional field to specify a more precise location within the site, if necessary. This could be utilised to indicate a particular area or department within a larger site
Date: The date field is where you record when the inspection took place, which is essential for maintaining a timeline of inspections and related activities
Once all the details have been entered, select Continue button to proceed to the next step in the inspection process.
Add Attendees section
In the Add Attendees section, the person conducting the inspection will automatically be listed as a default attendee. More attendees and information can be supplemented.
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Draw your signature: This is the space provided for you to sign your name using a finger or stylus on the touch screen. It replicates the action of signing on paper but in a digital format
Clear Signature: This button allows you to erase the signature you have drawn if you are not satisfied with it. This can be used for multiple attempts until you are happy with your digital signature
Name: The field where you are either automatically filled based on your account information or entered manually. It verifies your identity and whose signature is being captured
Position: This is where you can enter your job title or role within the company. It provides background for the signature, specifying the role in which you are signing the document
Company Name: A field for entering the name of the company that you represent
Cancel: This button will dismiss the signature process without saving any changes
Select Save button to confirm and store the signature and any details entered. It finalises the signature process and integrates the signature into the relevant documents or records.
From the Attendees section page, select + Add Attendees to add other internal or external attendees. You can use the search attendees field or scroll down and select from the list and repeat the signature capture process
Additional Photos section
In Additional Photos section, select the Camera icon to begin the process of adding extra photo or evidence to your inspection
Choose photo from library: Selecting this option would allow you to select and upload photos that are already stored on your device
Take new photo: Selecting this would activate the device's camera, allowing you to capture and immediately upload a new photo as part of the inspection
If you wish to close the photo upload options without making a selection or adding a new photo, select Cancel.
Once you have entered all the details and included the required information for the inspection, select the Complete & Sync button found in the Inspection Checklist menu. Alternatively, select the three-bar icon in the top left corner, select Sync Inspections > Complete & Sync to finalise the inspection and sync the data.
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Note: All registered users can have actions assigned and will be able to see their actions in the Mobile Inspection App.