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Manage plant checks and inspections

Use the Checks & inspections panel to review plant status, record specialist checks, chase overdue certificates, and control check schedules.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Checks & inspections panel for a plant​

Open the plant detail page and navigate to the Checks & inspections panel to see the current daily and annual check status for the selected plant.

Open the Checks & inspections panel for a plant

Step 2: Review overall plant check status and warnings​

At the top of the panel, review the overall check status, including any must-not-use banner and the single reason line explaining why the plant is restricted.

Review overall plant check status and warnings

Step 3: Start the Add check wizard​

Select the Add check button to open the wizard, where you can set up new daily or annual check schedules for the plant.

Start the Add check wizard

Step 4: Use quick starters in the empty state​

When no checks are configured, use the one-tap starter options in the empty state to quickly create standard check schedules for the plant.

Use quick starters in the empty state

Step 5: View and manage daily operative checks (Tier 1)​

In the daily checks section, monitor operative submissions, switch to the detailed history view, and assess whether daily checks are being completed as required.

View and manage daily operative checks (Tier 1)

Step 6: Print the cab QR sticker for daily checks​

Use the QR sticker option in the daily checks section to open the shared QR dialog and print a cab sticker so operatives can scan and submit checks on site.

Print the cab QR sticker for daily checks

Step 7: Review annual specialist check status (Tier 2)​

In the specialist checks section, review the recorded certificate, expiry date, and traffic light banding to understand statutory compliance for the plant.

Review annual specialist check status (Tier 2)

Step 8: Record a new specialist check and evidence​

Choose the Record specialist check action to open the recording dialog, then enter the latest inspection details and upload supporting evidence for the certificate.

Record a new specialist check and evidence

Step 9: Replace or update an existing certificate​

From the specialist check actions menu, replace an outdated certificate by recording a new one so the expiry and overall status are brought up to date.

Replace or update an existing certificate

Step 10: Chase the responsible party for overdue checks​

Use the Chase option on overdue or expiring specialist checks to trigger a follow-up with the responsible party so that certificates are renewed on time.

Chase the responsible party for overdue checks

Step 11: Enable or pause check schedules​

Use the enable or pause controls to temporarily stop or resume automatic check schedules without deleting the underlying configuration.

Enable or pause check schedules

Step 12: Retire checks that are no longer required​

When a check is no longer needed, use the retire action to archive it so it no longer affects the plant’s current status while preserving past records.

Retire checks that are no longer required

Step 13: Access the panel via deep-linked quick actions​

When arriving from a board or inspections-due list with a quick action, use the highlighted options in this panel to immediately set up schedules, record evidence, or chase owners.

Access the panel via deep-linked quick actions

Last updated: 2026-08-31