Manage hold points for an inspection item
Use the hold point workflow to place an item on hold, record witnesses and photo evidence, and clear the hold once checks are complete.
This guide is designed for project manager.
Steps
Step 1: Trigger a hold point on an item
Open the relevant item in the workflow view and use the Trigger action to place a hold point on it, pausing further progression until the hold is cleared.
Step 2: Review the triggered hold point details
After triggering, review the hold point information shown on screen, including status, type and any system messages, so you understand what must be checked before clearing.
Step 3: Open the clear hold point dialog
When you are ready to clear the hold, select the Clear option to open the dialog where you can confirm the outcome and add supporting information.
Step 4: Confirm pass or fail outcome
In the clear dialog, set whether the item has passed or failed the hold point checks, so the system records the correct inspection outcome.
Step 5: Add result notes
Enter concise result notes to explain what was checked, any issues found and any follow-up actions, providing an audit trail for the hold point.
Step 6: Select witnesses
Use the witness picker to search for and select the team members who witnessed the hold point inspection, ensuring accountability and traceability.
Step 7: Upload and attach photo evidence
Upload photo evidence through the photo uploader and confirm that the required minimum number of photos has been attached before clearing the hold.
Step 8: Clear the hold point
Once all mandatory fields are complete and any required photos are attached, confirm to clear the hold point so the item can move forward in the workflow.
Step 9: Handle errors and retry if needed
If an error message appears while triggering or clearing a hold, review the message, correct any issues such as missing photos or witnesses, and try again.
Last updated: 2026-08-12