Create an Inspection Form in Task Manager
NOTE
This article is for NCCO Task Manager. Learn more about Task Manager.
An inspection is a form type used for audits with yes, no and N/A options available to answer each question, as well as comments and photos.
Inspections can be created in Task Manager and added to a compliance profile.
Steps:
1. Log in to the Task Manager admin dashboard in the United States at taskmanager.us.ncco.com, or in Europe at taskmanager.ncco.com.
2. Click the Forms tab on the side bar.
3. Click Create/Edit Forms - Checklists - Inspections.
4. Click Inspection.
5. Click Create/Edit.
OPTIONAL: Copy an Existing Inspection Form
Click Copy Existing to duplicate an existing inspection form.
6. Type the Inspection Name.
7. Type the section name to add on the form.
8. Click Add Question under the section it should appear in.
9. Click Add Section for each section needed.
10. Click and hold the drag dots to reorder sections and questions.
11. Click Save Changes.
12. Click + Add to Profile for the compliance profiles this form belongs in.
NOTE
After this pop-up, forms can only be added to a compliance profile from the compliance profile module.
13. Adjust the Order the forms will appear in, then click Save Changes.
For additional assistance, contact supporttm@ncco.com
