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How can I set up the open workflow for an inspection submission?
Learn how to activate Action Tracker Workflows in your Inspection Form Settings.
You have 2 options for creating open workflows:
- Only Failed inspections can create an open workflow,
- Both Passed and Failed inspections can create an open workflow.
You can also configure permissions to control how open workflows behave for different users:
Once an inspection is submitted, your open workflow will appear on the Action Tracker page, where you can continue working on it.
If you’re unsure what a workflow is or how it works, you can find an explanation here.
Good to Know
Don’t worry - you don’t need to update any inspections you’ve already built. By default, open workflows are automatically created for failed inspections.