Safety forms and inspections

Open Site Records → New document to start a safety form. To sign assigned records or find your signed history, use the Site Records views.

Use the form for the work you are recording: equipment inspection, stormwater inspection, daily safety report, hazard report, or another form your organization enables. Use injury reporting when someone was hurt.

Submit a form

1. Open the submission action from Site Records, the jobsite, or equipment.
2. Confirm the site and, for an equipment inspection, the unit.
3. Complete the questions and add the evidence requested.
4. Review the answers before submitting.
5. Open the submitted record to confirm it was received.

Supported equipment inspection workflows let you save and resume a draft. A saved draft is not a submitted inspection, and draft support does not mean every form can be completed offline.

Review a submitted form

Open the record from Reports or the jobsite's form history. The detail shows the submitted content and the review or correction history you are allowed to see.

If a reviewer requests a correction, open that request and explain the change. The history keeps the earlier submission and subsequent work; a correction should not hide what was originally reported.

Failed inspections and hazards

A failed inspection or hazard may create corrective work. Check the Action Center for assigned follow-ups. Recording remediation and verifying it are separate steps. See safety follow-ups.