How to Create and Complete Inspections in ProcessMaster
Use the AI-assisted Inspections tool to create reusable templates, complete inspections through chat, and download a PDF record of each completed inspection.
1. Create an inspection template
Click your name in the bottom-left corner, then select Settings.
Under Manage Tools, click Inspection Templates.
Click + Create Template in Chat in the top-right corner. The template editor and AI Assistant will open.
In the AI chat, describe the inspection you want to create. For example: “Create a forklift pre-use inspection.”
To build the inspection from your own files, click the + button in the chat to attach them.
Click the Send arrow and wait for the AI Assistant to generate the template.
Review the template and make any necessary edits.
Click Save in the top-right corner, then click Save again in the confirmation window. Your template will now show a Published status.
2. Start an inspection
From the homepage, go to Inspections under Field Actions.
Click + Start Inspection.
Select the template you’d like to use.
You can also click Start Inspection directly from a published template.
3. Complete the inspection
In the AI chat, attach photos, videos, or describe your inspection results. Specify which items are clear, pass, or fail, and include any relevant details.
Click the Send arrow and wait for the AI Assistant to apply your responses to the inspection items.
Review the responses and make any necessary changes.
Click Save in the top-right corner, then click Save again in the confirmation window.
4. Download the report
After saving, click View [inspection name] to open the saved inspection.
Review the inspection details and responses.
Scroll down to the Report section.
Click Download PDF.
5. Find completed inspections
From the homepage, go to Inspections under Field Actions.
Scroll down to view your completed inspections.
Open an inspection to review its responses or download its report.