Creating Controls & Inspections

• What are controls and inspections?
• Creating Controls & Inspections
• Sending the Appointment
• Scheduling a Follow-Up Appointment

What Are Controls and Inspections?

Inspections & Inspections provide the ability to prepare a structured construction inspection and work inspection process with various checkpoints and to execute them according to the planned procedure. They serve to systematically document quality, safety, and workmanship on the construction site and help ensure compliance with standards as well as track any issues. At the heart of controls and inspections is the integrated form function, which allows you to define individual checkpoints in a protocol and work through them step by step. These checkpoints can be linked to specific Tasks & Topics or journal entries throughout the course of the project. Finally, the protocol can be digitally signed by the participants and exported as a PDF. This allows both quality and safety checks to be digitally documented, for example, for interim acceptances, site inspections, or handoffs. This ensures the traceability of decisions and construction progress and makes a key contribution to defect documentation and construction documentation. For more information on defect tracking using journal entries, see the following article: Creating Journal Entries.

Quality control, safety inspection, defect inspection, construction site documentation, digital inspection, construction inspection, inspection report, site inspection, review

Creating Controls & Inspections

New controls and inspections can be created individually or loaded from templates. This enables efficient preparation and execution of recurring inspection processes. New controls and inspections can be added to the project by clicking "Create." For more information on acceptance templates, see the following article: Acceptance Templates.

The following information can be added:

1. Title of the Control / Inspection
2. Categories
3. Date, Time, and Duration
4. Location
5. Organizer (can edit and add to the protocol)
6. Additional Editors (with the same editing rights for control and inspection as the organizer)
7. Participants
8. Excused
9. Additional Distribution List (Other people who should receive the protocol)

The following article describes how the visibility and permissions for controls and inspections can be set during creation or adjusted later: Visibility & Permissions for Controls & Inspections & Acceptances.

Create test reports, acceptance process, participant management, acceptance planning, checklists, project acceptances

Sending the Appointment

Once the control/inspection is saved, the appointment can also be sent via Outlook or another calendar program, and the appointments can be linked to each other. For more information, see the following article: Sending Meetings with Outlook.

Appointment linking, .ics file, email invitation, Outlook Online, calendar import, appointment updates, attendee management

Scheduling a Follow-Up Appointment

A follow-up appointment allows you to efficiently duplicate an existing control or inspection. This role is particularly useful for interim inspections or regular inspections where similar content is reused multiple times. The follow-up appointment is created using the options from an existing control or inspection. All content, including the participants, is carried over. The date and time can then be adjusted. Additional changes can be made as needed.

Schedule series, rescheduled appointment, interim inspection, inspection planning, import minutes, inspection preparation, follow-up inspection, copy inspection, copy inspection, import content

Updated on: 16/07/2026