* START HERE * Inspection module Onboarding

* START HERE * Inspection module Onboarding

Similar questions:  Which sequence to follow when reviewing articles during Inspection Onboarding Process? What is the order of actions to set up and start using the Inspection Module?

1. Initial CONFORMiT Setup

When implementing CONFORMiT, several configurations are necessary to customize the platform to your organization's needs and practices. Follow the link above to put a basic structure in place before implementing the module(s).

2. Creating Inspection topics (inspection forms)

Sections of the form with questions as well as the frequency and determining which users with which roles have to perform this inspection is done in the  within Inspections module.

1.     Setting up inspection levels

2.    Creating and deploying a new inspection topic

3.    Restricting inspection form to certain units

4.    Planning section of the Inspection form

5.    Restricting inspection form to one person per role​

6.    Editing an inspection topic and form


3. Performing inspections in mobile application Conformit Control

Users will see inspection topics that they have access to based on their organizational structure unit membership.

4. Inspections results and statistics

Inspections that are performed in the mobile application appear in the list within the Web interface of the Inspections module – their details can be viewed and corrective measures added (CAPAs may be added during the inspection in mobile app too).
Articles listed above present information needed for Onboarding process, although the content in the knowledge base is not limited only to these articles. There are other texts and videos that may respond to some of your questions that you might have while going through the process of self-onboarding and setting up your new Inspection solution.

Don’t hesitate to contact our support team, CONFORMiT CSM (customer success manager) or submit your ideas and questions using  button above the knowledge base content in case you have some questions about existing features or suggestions about new features that you consider might be useful.



    • Related Articles

    • How to set up and start a new inspection in mobile application Conformit Control

      How to initiate an inspection in mobile application? Similar questions: How to set up and inspection? · To start working with the application click on on the home page and then select · Select a location on the next page – unit name which will be ...

    • How to use Inspections module for QUALITY CONTROL?

      How to use Inspections module for Quality Control? Similar questions:  How to create and use quality control checklist? CONFORMiT module Inspections can be used not only for EHS matters, but also for the needs of quality control, verification of the ...

    • How to use Inspections module for task-based checklists?

      How to use Inspections module for task-based checklists? Similar questions:  How to create and use procedure compliance checklist?  CONFORMiT module Inspections can be used not only for EHS matters, but also for the needs of task-based procedure ...

    • Duplicating the Inspection form

      Similar questions: How to duplicate the inspection topic? How to save time composing similar inspection forms? Duplicating an inspection form does not copy the same Planning settings. Planning settings for newly duplicated form need to be performed ...

    • Adjusting dashboards in Inspections module

      How to adjust dashboards in Inspections module? Similar questions :  How to customize (filter) dashboards ?   Within Inspections  module  click on  in the left side tool bar. You will see summary graphs for categories of Compliance level (Percentage ...