ITR

ITRs (Inspection & Test Records) are structured checksheets. They capture requirements, evidence, and sign-off.

What you typically do here

• Build ITR templates.

• Add structure, questions, and sign-off.

• Scope work using tags.

• Issue checksheets and track completion.

• Execute checksheets in the field (tablet).

If you can’t see template design or issuing actions, your role may be missing permissions.

Fast workflow

1

Create or update templates

Start by creating a template. Keep templates reusable across tags/areas.

Open ITR templates.

2

Design the template

Build sections, steps, and questions. Set required evidence and sign-off flow.

Open Design ITR templates.

3

Manage tags

Use tags to scope, filter, and report. Align tags with your project structure.

Open ITR tag management.

4

Issue and manage checksheets

Issue checksheets from templates. Assign execution and track progress.

Open Checksheet management (ITR).

5

Execute checksheets (tablet)

Answer questions and capture evidence. Create punches if you find issues.

Open Checksheets (ITR).

Topics

Topic

ITR templates Create and manage ITR templates.

Topic

Design ITR templates Build steps, sections, and questions.

Topic

ITR tag management Manage tags used for scoping and filtering.

Topic

Checksheet management (ITR) Issue, assign, and track checksheets.

Topic

Checksheets (ITR) Execute checksheets and capture evidence.

Related modules

• Use Punches to manage issues found during execution.

• Use Certificates to monitor readiness.