Run an inspection on your phone

Open a task, answer page by page or all at once, add evidence and submit it, even offline.

Start

Open Tasks and tap a task, or scan a checklist or location QR code from Scan. Checklists for a patient or a test order can also be opened from the patient or order page.

Two layouts

The checklist's builder decides how it opens (see Build a checklist):

• All questions on one page: scroll through and submit at the bottom.
• Wizard – one question per screen: a progress bar shows Question 3 of 12 and the percentage done. Tap Next to move on and Back to return. Next will not move on until a required question is answered. After the last question you reach Review and submit.

Copy answers from last time

If the same checklist was completed before for the same patient, test order, equipment or location, a Copy answers from last time button appears at the top.

1. Tap it and confirm.
2. Answers from the last completed checklist are filled in, and a message tells you how many were copied and from when.
3. Check and change each answer before you submit.

Photos, signatures and locations are never copied; capture them fresh.

Answer

• Required questions are marked with a red star and must be answered before you can finish.
• On a Fail, describe the problem and add a photo.
• For Photo questions the camera opens. Tap Annotate photo (draw on it) to draw red marks on the picture, for example to circle a leak or a damaged seal. Undo all removes the marks. The marked-up photo is saved with the checklist.
• For Signature type your full name and sign in the box. See Signatures and attestation.
• For Barcode / QR scan tap Scan to read a code from a photo, or type it.
• For Geolocation tap Capture location and allow location access when asked.

Questions that depend on earlier answers appear automatically.

Offline

If the signal drops, a banner tells you. Your answers are kept on the device while the inspection is open and are saved when you reconnect. Keep the page open until the banner disappears.

Submit

1. If the checklist has an attestation statement, read it and tick the box.
2. Tap Submit inspection. Use Save draft to finish later.

You will see the result and score if scoring is on. Depending on the checklist, the inspection may go to a manager for approval. Any failed questions create corrective actions or run automation rules.

Tip: Checklists for an admitted patient show a banner with the patient's name, UHID, ward, bed and allergies at the top, so you can confirm you are at the right bed. Checklists on a test order show the patient and accession number.