Align Platform

In the EHS Inspections app there are several pre-populated checklists to choose from and within those checklists there are dozens of categories, but did you know you can add your own categories and inspection content as well?    

From the navigational bar on the left side, expand the ‘Inspections’ module and click on ‘Standard Checklist Maintenance’. There are three tabs at the top, make sure you’re in the ‘Category’ tab to start.

 From the ‘Inspection List’ dropdown, choose the list you want to add a category to.

Click on the blue button on the bottom left of the page that says Add Custom Category

Find the blank field that says ‘New Category Name’, type in the name of your new category then click the blue button just below Add Custom Category

1. From the navigational bar on the left side, expand the ‘Inspections’ module and click on ‘Standard Checklist Maintenance’. There are three tabs at the top, make sure you’re in the ‘Category’ tab to start.
2. From the ‘Inspection List’ dropdown, choose the list you want to add a category to.
3. Click on the blue button on the bottom left of the page that says Add Custom Category
4. Find the blank field that says ‘New Category Name’, type in the name of your new category then click the blue button just below Add Custom Category

This takes you to the entire list of categories for your checklist.  You will find your newly created category at the bottom of this list (all custom categories are indicated by an *asterisk). 

Note: on this same page you can uncheck any categories that you do not want included in your checklist on the app, just don’t forget to click the Update Selected Categories button to save your changes.

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Make sure you have the checklist you want to customize selected on the ‘Category’ tab at the top.  Now select the ‘Inspection Item’ tab.

Select which category you want to customize from the dropdown at the top (custom categories will always be found at the bottom of the list) and click Go

Click on the blue button on the bottom left that says New Custom Item

From here you can fill out the fields as you would like them to appear on the app (including the option to add a hyperlink for the report).

1. Make sure you have the checklist you want to customize selected on the ‘Category’ tab at the top. Now select the ‘Inspection Item’ tab.
2. Select which category you want to customize from the dropdown at the top (custom categories will always be found at the bottom of the list) and click Go
3. Click on the blue button on the bottom left that says New Custom Item
4. From here you can fill out the fields as you would like them to appear on the app (including the option to add a hyperlink for the report).
5. Click Add/Update button

To add your own Categories:

To customize the Inspection Item: