Plan the inspection before building
- List the decisions the inspector must record and what action follows each outcome.
- Group questions into logical sections such as site access, work area, environmental controls, equipment and close-out.
- Use consistent answer choices for similar questions.
- Decide which questions are mandatory and which should trigger follow-up fields.
Build and configure
- Create the form and add site, job, inspector and inspection date fields.
- Add Section fields to separate the inspection areas.
- Add radio buttons, checkboxes, text fields and uploads appropriate to each question.
- Use conditional logic for non-conformances, remedial actions and evidence.
- Configure notifications for material issues and a clear confirmation message.
- Embed the form on the correct CHKM8 page and verify access restrictions.
Quality checks
Test a compliant inspection and one with several issues. Check that all expected fields appear, evidence can be uploaded, notifications contain the right details, and records can be retrieved later.