Learn how to start new inspections, edit existing ones, and complete them via the web app and the mobile app.

- What you'll need - Start and complete an inspection - Edit and complete an inspection - Frequently asked questions

What you'll need

- A Scan2Evolve account with inspector or admin role - Access to an asset (for asset inspections) - A published inspection template - (Optional) Camera access for QR code scanning and photos - (Optional) Location access for GPS tracking

Start and complete an inspection

Web app

#### Method 1: From Asset List

Step 1: Log in to the web app - Open your browser and navigate to Scan2Evolve - Enter your email and password - Click Sign In

Step 2: Navigate to Start Inspection - Click Inspections in the navigation menu - Click Start Inspection button - Or go to /inspections/new

Step 3: Select an asset - Browse the asset list - (Optional) Filter by site or asset type - (Optional) Search for a specific asset - Click on an asset name to start inspection

Step 4: Start inspection - The inspection form opens automatically - Fill out the inspection questions - Answer all required questions (marked with *) - Take photos where required - Add notes where required

Step 5: Complete inspection - Review all your answers - Click Complete Inspection button - Confirm completion - Inspection is submitted and processed

Example:

1. Log in to Scan2Evolve
2. Click "Inspections" → "Start Inspection"
3. Filter by "Site: Main Factory"
4. Filter by "Asset Type: Pump"
5. Click on "Pump-001" asset
6. Inspection form opens
7. Answer questions and take photos
8. Click "Complete Inspection"
9. Inspection is submitted

#### Method 2: Using QR Code

Step 1: Open QR scanner - Go to Start Inspection page - Click Scan QR Code button - Allow camera access when prompted

Step 2: Scan QR code - Point your camera at the asset's QR code - Hold steady until QR code is recognized - Asset information loads automatically

Step 3: Start inspection - Inspection form opens for the scanned asset - Fill out inspection questions - Complete and submit inspection

Example:

1. Go to "Start Inspection" page
2. Click "Scan QR Code" button
3. Allow camera access
4. Point camera at QR code on pump
5. QR code is scanned automatically
6. Asset "Pump-001" is loaded
7. Inspection form opens
8. Fill out inspection and submit

#### Method 3: From Template

Step 1: Navigate to templates - Click Templates in the navigation menu - Browse available templates - Find the template you want to use

Step 2: Start inspection - Click the Start Inspection button (green play icon) on a published template - Select an asset (if required) - Inspection form opens

Example:

1. Go to "Templates" page
2. Find "Pump Inspection" template
3. Click green "Start Inspection" button
4. Select asset "Pump-001"
5. Inspection form opens

Mobile app

#### Method 1: Using QR Code Scanner

Step 1: Open Scan2Evolve on mobile - Open your mobile browser - Navigate to Scan2Evolve URL - Sign in to your account

Step 2: Start inspection - Tap Start Inspection button - Tap Scan QR Code button - Allow camera access when prompted

Step 3: Scan QR code - Point your camera at the asset's QR code - Hold steady until QR code is recognized - Asset information loads automatically

Step 4: Fill out inspection - Answer questions using mobile-optimized forms - Take photos using device camera - Use GPS to capture location - Auto-save occurs as you work

Step 5: Complete inspection - Review all answers - Tap Complete Inspection button - Inspection is submitted

Example:

1. Open Scan2Evolve on mobile browser
2. Sign in to account
3. Tap "Start Inspection" button
4. Tap "Scan QR Code" button
5. Point camera at QR code on pump
6. QR code is scanned automatically
7. Inspection form opens
8. Answer questions and take photos
9. Tap "Complete Inspection" button
10. Inspection is submitted

#### Method 2: From Asset List

Step 1: Open Start Inspection - Tap Start Inspection button - Browse asset list - (Optional) Filter by site or asset type - (Optional) Search for specific asset

Step 2: Select asset - Tap on an asset name - Inspection form opens

Step 3: Fill out inspection - Answer questions - Take photos - Add notes - Auto-save occurs as you work

Step 4: Complete inspection - Tap Complete Inspection button - Inspection is submitted

Example:

1. Tap "Start Inspection" button
2. Filter by "Site: Main Factory"
3. Tap on "Pump-001" asset
4. Inspection form opens
5. Answer questions and take photos
6. Tap "Complete Inspection" button
7. Inspection is submitted

Edit and complete an inspection

Web app

Step 1: Navigate to inspections - Click Inspections in the navigation menu - Go to History section - Or go to /inspections

Step 2: Find inspection - Browse inspection list - Filter by status (IN_PROGRESS) - Search for specific inspection - Click on an inspection to open it

Step 3: Edit inspection - Click Edit button (if inspection is in progress) - Make changes to answers - Add or update photos - Add or update notes - Auto-save occurs as you work

Step 4: Complete inspection - Review all answers - Click Complete Inspection button - Confirm completion - Inspection is submitted

Example:

1. Go to "Inspections" page
2. Filter by "Status: IN_PROGRESS"
3. Click on inspection "INS-2024-001"
4. Click "Edit" button
5. Update answers and photos
6. Click "Complete Inspection" button
7. Inspection is submitted

Mobile app

Step 1: Open inspections - Tap Inspections in the navigation menu - Go to History section - Browse inspection list

Step 2: Find inspection - Filter by status (IN_PROGRESS) - Search for specific inspection - Tap on an inspection to open it

Step 3: Edit inspection - Tap Edit button (if inspection is in progress) - Make changes to answers - Add or update photos - Add or update notes - Auto-save occurs as you work

Step 4: Complete inspection - Tap Complete Inspection button - Inspection is submitted

Example:

1. Tap "Inspections" → "History"
2. Filter by "Status: IN_PROGRESS"
3. Tap on inspection "INS-2024-001"
4. Tap "Edit" button
5. Update answers and photos
6. Tap "Complete Inspection" button
7. Inspection is submitted

Answering inspection questions

Text questions

Step 1: Type your answer - Click or tap on the text field - Type your answer - Required questions are marked with an asterisk (*)

Example:

Question: "What is the condition of the pump?" *
Answer: "Good condition, no issues observed"

Number questions

Step 1: Enter numeric value - Click or tap on the number field - Enter a numeric value - Select a unit (if required) from the dropdown

Example:

Question: "What is the operating pressure?"
Answer: "150"
Unit: "PSI" (selected from dropdown)

Multi-choice questions

Step 1: Select an option - Click or tap on an option - Options may have icons indicating actions: - ⚠ Work Request - 🚩 Flag - 🚨 Incident - Some options may require photos or notes

Example:

Question: "What is the status of the pump?"
Options:
  ✓ Good (no action)
  ⚠ Needs Repair (creates work request, requires photo, requires note)
  🚩 Safety Issue (raises flag, severity: HIGH)
  🚨 Critical Failure (triggers incident, severity: CRITICAL)

Checkbox questions

Step 1: Check or uncheck - Click or tap on the checkbox - Used for yes/no or true/false questions

Example:

Question: "Is the safety guard in place?"
Answer: ✓ Yes (checked)

Date questions

Step 1: Select date - Click or tap on the date field - Select a date from the calendar - Or type the date manually

Example:

Question: "When was the last maintenance performed?"
Answer: "2024-11-15" (selected from calendar)

Photo questions

Step 1: Take or upload photo - Click or tap Take Photo or Upload Photo button - Allow camera access if taking a photo - Take or select a photo - Photo is attached to the answer

Step 2: Annotate photo (optional) - Click or tap Annotate button - Draw on photo to highlight areas - Save annotation

Example:

Question: "Take a photo of the pump" *
Steps:
  1. Click "Take Photo" button
  2. Allow camera access
  3. Take photo of pump
  4. Photo is attached automatically
  5. (Optional) Draw on photo to highlight leak
  6. Save annotation

Location questions

Step 1: Get location - Click or tap Get Location button - Allow location access - GPS coordinates are captured automatically

Example:

Question: "Where is the inspection being conducted?"
Answer: "Latitude: 37.7749, Longitude: -122.4194" (captured automatically)

Conditional questions

Some questions may appear based on your previous answers:

Example:

Question 1: "Is the pump running?"
Answer: "No" (selected)

Question 2: "Why is the pump not running?" (appears because Question 1 = "No")
Condition: If Question 1 = "No"
Answer: "Maintenance scheduled"

Completing an inspection

Review your answers

Step 1: Review all answers - Scroll through all questions - Verify all answers are correct - Check that required fields are filled - Ensure photos and notes are provided where required

Step 2: Check for errors - Look for validation errors (highlighted in red) - Fix any errors before completing - Ensure all required questions are answered

Submit inspection

Step 1: Click Complete Inspection - Click or tap Complete Inspection button - A confirmation dialog may appear

Step 2: Confirm completion - Review the summary of what will happen - Confirm that you want to complete the inspection - Click Confirm to submit

Step 3: Inspection processed - The inspection is marked as completed - Actionable answers are processed automatically - Work requests, work orders, flags, or incidents may be created - You are redirected to the inspection summary page

Example:

1. Review all answers
2. Click "Complete Inspection" button
3. Confirm completion
4. Inspection is processed
5. Work request created for "Needs Repair" answer
6. Flag raised for "Safety Issue" answer
7. Redirected to inspection summary

Inspection outcomes

After completing an inspection, the system may automatically create:

Work Requests

- Created when inspection answers trigger work requests - Require approval before work can begin - Shown in the Work Requests section

Work Orders

- Created when inspection answers trigger work orders - Directly assigned for execution - Shown in the Work Orders section

Audit Flags

- Created when inspection answers raise flags - Require corrective action - Shown in the Flags section

Incident Reports

- Created when inspection answers trigger incidents - Require investigation - Shown in the Incidents section

Example:

Inspection completed with the following outcomes:
  - Work Request created: "Pump-001 needs repair"
  - Flag raised: "Safety guard missing"
  - Incident reported: "Critical pump failure"

Frequently asked questions

Can I edit an inspection after completing it?

No, completed inspections cannot be edited. Contact your administrator if you need to make changes.

Can I save an inspection and complete it later?

Yes, inspections are auto-saved as you work. You can close the inspection and return later to complete it.

What happens if I don't complete a required question?

You cannot complete an inspection without answering all required questions. Required questions are marked with an asterisk (*).

What happens if a response option requires a photo or note?

You must provide a photo or note (as required) before you can complete the inspection. The system will prompt you if a photo or note is missing.

Can I cancel an inspection?

Yes, you can cancel an inspection that is in progress. Cancelled inspections cannot be resumed.

How long do I have to complete an inspection?

Inspections can be completed at any time. However, it's recommended to complete inspections within 48 hours of starting them.

What happens if I lose internet connection while conducting an inspection?

Your answers are saved locally. When your internet connection is restored, your answers are automatically synced and uploaded.

Can I conduct inspections offline?

Yes, Scan2Evolve supports offline mode. Your answers are saved locally and synced when your internet connection is restored.

How do I view inspection history?

Go to Inspections page to view all inspections. Filter by status, date, inspector, or template.

How do I view inspection details?

Click on an inspection to view details. See all answers, photos, and notes. View outcomes (work requests, flags, incidents).

Related articles

- Using QR codes for inspections - Understanding inspection templates - Viewing inspection history - Work management - Compliance and flags

Need Help? Contact support@scan2evolve.com or your customer success manager.