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    Creating and Configuring Inspection Checklists

    The Inspection module includes many pre-built inspection checklists including: General Checklists, OSHA 1910 Checklists, OSHA 1926 Checklists and VPP Compliance Checklists. These pre-set checklists may be used right away, or you may configure them to meet your needs.  In addition, you may add new checklists to IndustrySafe. To add new checklists through our Inspection Checklist Import, please view this article.

    Part I - Configuring a Checklist: To edit an existing inspection checklist template follow the steps below:

    1. Open the System Functions module by selecting the System Functions wrench at the top of the screen.
    2. On the horizontal menu select Setup > Edit Inspection Checklists.
    3. Select an Inspection Category.
    4. Select an Inspection Checklist.
    5. If the Inspection Type is OSHA 1910, OSHA 1926, or VPPA you will also have to select a Subpart and Topic.
    6. You may now make modifications to the checklist in the following ways:
      • Add a check list item by clicking on the Add Button.
      • Modify a checklist Item by changing the Item Number, Standard Reference, or Description.
      • Delete a checklist Item by selecting the Delete Link next to the item.
      • Change the status of a checklist Item (Available vs. Disabled).
      • Assign points to each item in an inspection checklist so that different items can be weighted more or less heavily in achieving compliance. For more information on Inspection Scoring, review this guide.
      • Save your changes by selecting the Save Button.

    Part II - Add a New Checklist: To add a new inspection checklist template follow the steps below:

    1. Open the System Functions module by selecting the System Functions wrench at the top of the screen.
    2. On the horizontal menu select Set Up > Edit Inspection Checklists.
    3. Select Safety Inspection for the Inspection Category.
    4. Select the Add/Edit Checklists link next to the Inspection Checklist field.
    5. Select the Add Button.
    6. Enter a Name and Number for the new checklist.
    7. Select the Save Button.
    8. Select the Back Button.
    9. You may now select your new checklist in the Inspection Area field and modify it using the steps described in Part I.

    Part III - Copying Checklist Items: To copy items from one inspection checklist template to another follow the steps below:

    1. Open the System Functions module by selecting the System Functions wrench at the top of the screen.
    2. On the horizontal menu select Set Up > Edit Inspection Checklists.
    3. Select the Inspection Category and Checklist for the checklist containing the items you wish to copy.
      • NOTE: If the Inspection Type is OSHA 1910, OSHA 1926, or VPPA you will also have to select a Subpart and Topic.
    4. Select the "Copy Checklist Items" Button.
    5. Select the Inspection Category and Checklist for the checklist you wish to copy the items to.
      • NOTE: If the Inspection Type is OSHA 1910, OSHA 1926, or VPPA you will also have to select a Subpart and Topic.
    6. Select the Save Button.
    7. You may now modify the inspection checklist template using the steps described in Part I.
    8. Steps 1 through 6 may be repeated to copy checklist items from additional sources.