How to manage site inspections efficiently, while easing the process and raising the standards

Site inspection checklist
Site inspection checklist

Are you managing your site inspections with Excel sheets?

Then it is time you consider digital site inspection checklists to ease this process for you.

Many inspectors, auditors or site managers use traditional ways to run their inspections jobs. Hard to manage paper forms, emails, scanned documents with signatures can easily become a cumbersome work…

Modern technologies that are available today, have made it far more efficient to capture and track site inspections. From scheduling a visit, sending automated alerts to capturing information and pictures and generating rich PDFs on the go…

First of all, let’s have a look when site inspection checklists are used?

Construction, engineering and industrial companies are required to keep sites, staff and assets safe and make sure they are working according to regulations. For this purpose, an inspector visits a site and runs inspections to go through defined checklists to assess risks and to report their observations.

Construction site inspection
Construction site inspection

These checklists are defined based on the type of an inspection. Such as is it an internal inspection or an external one for a client? Or is it a scheduled or emergency one and so on…

What are the current challenges companies are facing today when it comes to managing their inspection jobs?

There are three main challenges companies are facing regularly:

1 – Managing inspections with paper forms

Main challenge here is to manually complete large number of questions in paper checklists… Scanning these checklist paper forms or re-typing into a spreadsheet, uploading and emailing them, back and forth.

If an inspector has to rely on paper forms and documents for their job, then this becomes a complicated process that can increase compliance risks.

An inspector needs to make sure that they have all the right tools and documents they need before their visit. During their visit they need to make notes of all their observations.

Using paper forms means when they go back to the office they have to scan documents, and sometimes re-type all the info. And, all of this take up a lot of valuable time.

2- Document management and unreliable reporting

Pulling together an inspection report can be extremely time consuming. Conventional ways require inspector to re-type the captured information in spreadsheets and reconcile them, which can take long time and effort.

In addition, this data will need to be transformed manually into graphs and charts to achieve insights, which is not ideal…

One of the key aspects of managing inspections is making sure that there is accuracy on reporting.

It can be frustrating for everyone involved in the process if the reports are not reliable.

3- Not being able to handle pictures and signatures on the go

Traditionally, an inspector would take pictures on site, then go back to office download these pictures and store in company systems.

It can be time consuming trying to attach the right pictures to the right logs within inspection reports.

Simplify site inspections by taking as many pictures you need on the go.

In a similar way when signatures are required from clients, subcontractors or owners, they are often taken on papers, then scanned back in the office. This whole process can be slow, error-prone and not easily accessible for searching.

To modernize your site inspection checklists, you should consider going mobile and paperless for higher control, compliance and simply for faster outcomes.

Here are 4 important tips on how you can transform site inspections and ease the process

1- Digitalise your inspection checklist and eliminate paper

Site inspection form
Site inspection form

After all, it is not efficient to rely on papers, emails, phone calls when the most important aspect of inspections is to ensure that work is being done properly to the highest quality.

Digital site inspections can be achieved with an online forms and workflow management software.

This speeds up the entire procedure. Inspections can be scheduled on a regular basis and automatically assigned to inspectors.

Automated notifications and reminder alerts can easily be sent to inspectors to remind their schedules.

Inspector can complete the checklist on a tablet or smartphone on site, attach photographs, media evidence and annotate them when needed.

Then, final reports can be shared and made available in real-time to anyone who needs to see them.

2- Use data reporting to increase quality and compliance

Data gives us the ability to see and understand progress of things. There is no doubt that it is crucial to provide clear overview of the job progress to project managers or other decision makers.

It is important that inspector flags issues on time to avoid any project delays.

With the right digital solution, data can help you with your inspection strategy and make better decisions.

By using real time reporting not only data can be shared easily, also any delays, bottlenecks can be spotted and dealt with in a faster manner.

Working with a digital solution means the records of site inspection tasks and results are saved for future reference and auditing purposes. And it can be very valuable when a hand over to another inspector is needed.

Ultimately, you will be able to manage tasks in real time and review progress from your browser, tablet, or mobile device at any time.

You will store the key data, not just scanned documents, while optimising the process and collaboration between the teams.

Reacting fast can be a major advantage for companies of any sizes to save time and resources immediately.

3- Attach pictures and signatures on the go

Mobile forms that allow you to take pictures, annotate and attach them to the form instantly is a must have. This eases the way pictures are attached to the reports. 

They can also, capture digitally client’s and inspector’s signature, generate a PDF report instantly on the go.

4- Look for flexible inspection checklist solutions

When you are looking for digital solutions to manage site inspections, you must consider solutions that allow you to customise checklists, flow, rules, alerts and more. Nowadays only capturing data is not enough.

You can always start with a template but it is vital to have the ability to make changes… big or small depending on your own needs.

With a tailor-made approach, a comprehensive site inspection delivers a better user experience.

Also, reporting should be provided in a flexible way. Different managers might have different needs.

Flexibility around reporting dashboards, exporting data into a format you need are important to help you achieve business goals and save time.


At Kianda, we build modern process apps that are both flexible and user-friendly.

Why not try our Inspection Checklist Process App today?

About Author:
Osvaldo Sousa – Digital process automation expert with almost two decades of experience in information technologies. He is the CEO/Co-founder of Kianda Technologies.

Travel Request Form

Travel request template

Any type of approval process that uses emails, spreadsheets is not efficient.  It causes lack of visibility and compliance. With digital workflows you will free-up valuable time and achieve efficiency.

Also, it is important to centralise and digitalise these type of requests to ensure there is visibility overall and avoid delays in the approval process. 

A travel request approval process is essential for every business. It is a procedure regularly used by organisations for their employees to request arrangements for a business trip. 

Travel-request

This template handles travel requests and approvals for employees. It allows selection from travel types such as flight/ferry/train/etc. The different travel types present differing information requirements, therefore form displays fields according to the user selection dynamically.

Also approval process can easily be extended to have multiple approval levels depending on conditions such as the value, type of travel mode, reason for traveling etc.

Overall, workflow starts with employee requesting for travel tickets and accommodation arrangements while providing purpose of the travel and passenger details. The travel department or HR review the request and make the necessary arrangements. 

In addition, the workflow can easily be expanded to allow employee travel document validation or adjust fields and settings based on employee’s profile.

When an employee starts a request, their profile including the passport details can be pre-populated based on the data stored in your IT systems.  Kianda system issues an alert notification to traveler if their passport has expired/is due to expire. When passport is expired system can flag to the travel team; and if required it can prevent submitting travel requests for flights.

Also, final cost reports by business unit, cost center, department or individual can be achieved via reporting dashboards.

In addition, you can make this workflow visible to all employees whether they are in your IT systems are not. By using Kianda anonymous (public) forms you can share forms publicly and let your remote staff submit requests from anywhere.

Don’t forget to explore Kianda template store when you sign up and check out all other templates designed to help you to get started.

Get started with this template now!

Get this template