Review plant details, daily checks, and inspections
Use the plant detail tabs to review general plant information, track daily checks, and manage checks and inspections across your project.
This guide is designed for project manager.
Steps
Step 1: Open a plant in the workspace
Navigate to the Workspace item detail page and open the plant you want to review; the General tab loads first, showing the existing plant details provided by your workspace.
Step 2: Review general plant information
In the General tab, review the plant’s core details such as reference, title, category, QR options, and any linked items, as configured by your workspace.
Step 3: Switch to the Daily checks tab
Select the Daily checks tab to view the plant’s daily-check history pulled from the daily checks endpoint, so you can quickly confirm that recent checks have been completed.
Step 4: Use the Checks & inspections panel (multi-check enabled)
When the multi-check feature is enabled, open the Checks & inspections tab to see a combined view of checks across tiers, use the add-check wizard, and act on the roll-up information for this plant.
Step 5: Jump into guided actions from deep links
When arriving from another area with an action in the URL, such as "set_schedule", "record_evidence", or "chase", the Checks & inspections view automatically focuses the relevant workflow so you can complete that action without extra navigation.
Step 6: Review the upcoming inspection schedule
Open the Upcoming schedule tab to see planned checks and inspections for the plant, helping you confirm that future visits are correctly set up and timed.
Step 7: Monitor inspections due for the project
Use the Inspections due tab to review a project-wide list of inspections that are approaching or overdue, and follow up using the plant roll-up data to focus on the highest-risk items.
Last updated: 2026-08-07