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Inspections that actually close

A failed checklist item is only useful if someone owns the fix and someone checks it. Follow a fire-stopping inspection on Riverside's level 3 corridor from template to re-inspection, and see exactly which steps the app links for you.

Workflow explainer5 min readSample data · Riverside Medical Center

The loop

Seven steps, three stored links

Solid arrows are links the app stores. Dashed arrows are steps a person takes; the app records each one, but doesn't connect the re-inspection back to the first run.

Inspection loop: template, inspection run from it (stored link), failed item (stored), observation created from the item (stored link), fixed and marked Ready For Review, closed after checking, then re-inspection from the same template.TemplateChecklist built onceInspectionRun from the templateFailed itemFailObservationCreated from the itemFixedReady For ReviewClosedCheckedRe-inspectSame templateL3 corridorfire-stopping
  • Stored link
  • A person's step
Step by step

From checklist to closed

01 Build the checklist once

On the Templates tab, a template has sections and items, each with a response type: Pass / Fail, Yes / No, Text or Number. On the items that matter, check Require observation on fail or Require photo on fail, so a failure has to be documented before the inspection can be completed. Templates belong to the project.

02 Run it, on a schedule if it repeats

Create an inspection from the template; its items become the checklist. Set the inspection and due dates, and a recurrence (one-time, daily, weekly, bi-weekly, monthly or quarterly) for checks that repeat. Checklist Progress shows the share of items answered.

03–04 A failed item becomes an observation

Penetration 3-14 has no sealant. The inspector marks it Fail, uses Attach Photo, and Create Observation opens an observation linked to that item, with an assignee and a due date. The inspection's list shows its conforming and deficient counts.

Inspection #7, an electrical rough-in checklist, Open with 1 deficient: 2 of 6 items inspected, one item marked Pass and one marked Fail with a comment about missing conduit straps and a Create Observation button.
A failed item with its comment and the Create Observation button. Recorded in the app · sample data
An observation record with status Initiated, priority High, description, attachments, response log and an Escalate panel with Convert to RFI and Convert to Punch Item.
An observation: response log, status buttons and the Escalate panel. Recorded in the app · sample data

05–06 Fixed is the trade's word; closed is yours

The firestopping sub seals it, adds a response with a photo and marks the observation Ready For Review. Someone checks it: Close, or Mark Not Accepted with a reason. If the issue becomes a defect to track to closeout, Convert to Punch Item; if it's a design question, Convert to RFI. Both link back.

07 Sign, complete, and re-inspect

Put In Review, Sign Inspection, Complete Inspection. Signing locks the responses; Reopen deletes all signatures, so it has to be signed again. To re-inspect, run the same template again, or use Generate next occurrence on a recurring one. The app doesn't link the new run to the old one: the template, location and the observation's response log are what tie them together.

Is it working?

Deficiencies per run, same checklist

Run the same template weekly and the deficient count should trend down as trades learn what gets checked. A flat line means observations are being closed without the fix sticking. Illustrative sample data, not from a real project or drawn by the app.

Deficient items per weekly inspection, illustrativeWk 1: 9, Wk 2: 7, Wk 3: 7, Wk 4: 4, Wk 5: 2, Wk 6: 0.0510Wk 1: 9 deficient9Wk 1Wk 2: 7 deficient7Wk 2Wk 3: 7 deficient7Wk 3Wk 4: 4 deficient4Wk 4Wk 5: 2 deficient2Wk 5Wk 6: 0 deficient0Wk 6
Deficient items per weekly fire-stopping inspection
Text version

Each step, and what's linked

The inspection loop (sample data)
StepRecord and statusStored link
1. TemplateChecklist template with required observation or photo on failNone
2. InspectionInspection, OpenBuilt from the template
3. Failed itemItem marked Fail, photo attachedPart of the inspection
4. ObservationObservation, InitiatedLinked to the failed item
5. FixedObservation, Ready For ReviewResponse log on the observation
6. ClosedObservation, Closed (or Not Accepted)Convert to Punch Item or RFI links back if used
7. Re-inspectNew inspection from the same templateNone to the earlier run

Keep going

Sample project included

Try this workflow on the sample project

Every trial workspace includes a sample project with sample data, so you can follow these steps in the app before touching a live job.

Try it on the sample project

Want this on live job data?

Inspections, observations and the punch list are live in os.construction. PDF export of signed inspections and cross-project templates are not available today.

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All figures are illustrative sample data, not a real project. Contract terms and state law decide how retainage, stored materials and change orders work on your job. Check both.

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