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.