TotalApp Docs

Safety Inspections

Schedule and run walk-through safety inspections against a 10-item checklist, with an automatically computed compliance score and an embedded AI Assistant.

Overview

Safety Inspections lets HSE officers schedule, run, and score walk-through inspections against a standard 10-item safety checklist covering housekeeping, fire safety, electrical, PPE, emergency exits, machinery guarding, ergonomics, chemical storage, signage, and first aid.

Each checklist item is marked Pass, Fail, or N/A. Once an inspection is completed, an overall compliance score (0–100%) is computed automatically from the pass/fail ratio.

Auto-Numbered

Every inspection gets an INS-#### number generated automatically on creation.

10-Item Checklist

Housekeeping, Fire Safety, Electrical, PPE, Emergency Exits, Machinery, Ergonomics, Chemical Storage, Signage, and First Aid — pre-loaded on every new inspection.

Computed Score

The overall score is calculated as passes ÷ (passes + fails), excluding N/A items, and locked in once the inspection is marked Completed.

Findings Per Item

Any checklist item marked Fail (or with existing notes) shows an inline text field to record the specific finding.

Multi-Select Table

Select one or more inspections with row checkboxes to scope the AI Assistant to exactly the records you care about.

AI Assistant

Ask the embedded assistant to flag overdue inspections, spot low-scoring locations, or surface recurring findings.

Quick Start

  1. Open Safety Inspections in the QHSE sidebar group.
  2. Click Add Inspection.
  3. Enter a Title, Location, Inspector name, and the Scheduled Date.
  4. The 10-item checklist is pre-populated — leave all items as N/A for now if you're just scheduling, or start marking Pass/Fail if the walk-through is happening immediately.
  5. Click Save. The inspection is created with status Scheduled.
  6. When ready, click the inspection's Complete action (or the eye icon to view/edit first), mark each checklist item Pass, Fail, or N/A, add findings notes on any failed items, then click Complete to lock in the score.

Checklist & Scoring

CategoryWhat's checked
HousekeepingWork areas are clean, tidy and free from unnecessary items.
Fire SafetyFire extinguishers are accessible, charged and within inspection date.
ElectricalElectrical panels are unobstructed and clearly labelled.
PPERequired personal protective equipment is available and in good condition.
Emergency ExitsEmergency exits are unobstructed, clearly marked and illuminated.
MachineryGuards, interlocks and emergency stops on machinery are in place and functional.
ErgonomicsWorkstations are arranged to minimise strain and repetitive-motion risk.
Chemical StorageHazardous materials are stored correctly with SDS sheets accessible.
SignageSafety signs and hazard warnings are clearly visible and up to date.
First AidFirst aid kits are fully stocked, accessible and within expiry date.

Score Formula

Score = Passes ÷ (Passes + Fails) × 100

Items marked N/A are excluded from both the numerator and denominator — they don't count against or toward the score.

Once an inspection reaches Completed status, its checklist and score become read-only in the view modal — checklist buttons are disabled to preserve the final record.

Inspection Status Lifecycle

Scheduled In Progress Completed

An inspection can also become Overdue if its scheduled date has passed without being completed.

StatusMeaning
scheduledPlanned but not yet started. Every new inspection starts here.
in_progressThe walk-through is underway.
completedFinished — checklist locked, score computed, completed date recorded.
overdueScheduled date has passed without completion.

Table, Search & Filters

The table lists Inspection #, Title, Location, Inspector, Status, Scheduled Date, Completed Date, Score, and Findings. Search matches against inspection number, title, location, and inspector name. Status tabs (All / Scheduled / In Progress / Completed / Overdue) narrow the list further, each showing a live count.

Multi-Select and List Style

A checkbox column sits to the left of the Inspection # column. The header checkbox selects or clears every row currently in view; per-row checkboxes toggle individual inspections. Selecting one or more rows scopes the AI Assistant panel to just those inspections — with nothing selected, the assistant uses the current filtered view instead.

Checkbox shape and check-icon visibility follow the shared List Style settings (Settings → Appearance → Multi-Select Shape / Show Check Icon).

AI Assistant

A collapsible AI Assistant panel lives on the right edge of the screen. Click the sparkle tab to open it. Suggested prompts:

  • Which inspections are overdue or coming up soon? — surfaces scheduling gaps needing attention.
  • Which locations or inspectors have consistently low scores? — flags systemic compliance issues.
  • Summarize the scheduled, in-progress, completed, and overdue inspections — a quick status breakdown.
  • Are there recurring findings or failed checklist categories? — spots patterns across multiple inspections.

If one or more inspections are selected via the checkboxes, the assistant's context is limited to just those records; otherwise it analyses the currently filtered table view. Replies with useful analysis can be saved directly to My Reports with the "Save as Report" button.

CSV Export

Click Export in the top toolbar to download the currently filtered inspection list, covering Inspection #, Title, Location, Inspector, Status, Scheduled Date, Completed Date, Score %, and Findings.

Frequently Asked Questions

Can I mark an item N/A if it doesn't apply to the site?
Yes — N/A items are excluded from the score calculation entirely, so they neither help nor hurt the compliance percentage.
Can I edit a completed inspection's checklist?
No — once Completed, the checklist result buttons are disabled in the view modal to preserve the finalised record. If a correction is genuinely needed, this must be handled as a data-management exception outside the normal workflow.
What score counts as passing?
TotalApp doesn't enforce a pass/fail threshold on the overall score — badges use colour bands (≥80% green, ≥60% amber, below that red) as a visual guide, but your organisation defines what score is acceptable for its own compliance policy.
Does an inspection automatically become Overdue?
The Overdue status reflects that the scheduled date has passed without completion; it's part of the same status field as Scheduled/In Progress/Completed rather than a separate automatic flag layered on top.
Can I add custom checklist categories beyond the standard 10?
The current version uses a fixed 10-category checklist applied to every new inspection. Use the Findings field on any item to capture site-specific detail within the existing categories.