--- title: Doing Inspections, Tests, or Observations --- [![logo-light@2x](https://www.firsttimequality.com/hs-fs/hubfs/logo-light@2x.png?width=149&height=58&name=logo-light@2x.png)](https://www.firsttimequality.com/) Call 443.292.9514 # Doing Inspections, Tests, or Observations **In This Tutorial Topics** - Selecting your checklist information - Completing your checklist - Saving and emailing your checklist and creating punch items - Completing additional checklists - Editing or deleting saved checklists ## **Selecting your Checklist Information ** #### 1. Hover over “INSPECT” on the top menu bar. #### 2. Click “ENTER INSPECTION”.   ![Enter Inspection](https://www.firsttimequality.com/hs-fs/file-15389728-png/images/enter-inspection2.png) #### **3.** Select a Project/Community. - To select a Project or Community (This is a Customizable Term), choose one from the available list. Note: You may add additional projects in “SETUP”. ![Selecting a project](https://www.firsttimequality.com/hs-fs/file-15510106-jpg/images/selecting-a-project.jpg) #### 4. Select a Phase/Lot - To select a Phase or Lot (This is a Customizable Term), choose one from the available list. Note: You may add additional phases in “SETUP”. ![selecting a phase](https://www.firsttimequality.com/hs-fs/file-15509908-jpg/images/selecting-a-phase.jpg) #### 5. Select the Task you’ll be Inspecting, Testing, or Observing - To select a Task (This is a Customizable Term), scroll down the list or filter using the search feature. Tasks are identified by their CSI Divisions of Work. ![selecting a task](https://www.firsttimequality.com/hs-fs/file-15510522-jpg/images/selecting-a-task.jpg) #### 6. Select the Subcontractor/Trade/Vendor that did or is doing the work. - To select a Subcontractor, Trade, or Vendor (This is a Customizable Term), choose one from the available list. Note: You may add additional subcontractors in “SETUP”. ![selecting a subcontractor](https://www.firsttimequality.com/hs-fs/file-15510330-jpg/images/selecting-a-subcontractor.jpg) #### 7. Select your Inspector Type. (For Select Users) - If your user-level includes multiple inspector types, you’ll need to select your Inspector Type for each inspection, choose one from the available list. ![Selecting an inspector type](https://www.firsttimequality.com/hs-fs/file-15510761-png/images/selecting-an-inspector-type.png) ## **Completing your Inspection Checklist** #### 1. Add Crew Name (Optional) #### 2. Click  2TQ, N/A, or Leave as FTQ - FTQ (first time quality) is for completed checkpoints - 2TQ (2nd time quality) is for incomplete checkpoints - N/A is when checkpoint does not apply ![Marking checkpoints](https://www.firsttimequality.com/hs-fs/file-15454743-png/images/marking-checkpoints.png) #### 3. Add Measurement Data (Optional) - **For specially formatted reports** such as Daily Reports, Test Reports, Observation Reports, or Military Compliance Documents, etc.; - Examples include weather conditions, test data, dates and/or times samples were taken, etc.   ![Adding measurement data](https://www.firsttimequality.com/hs-fs/file-15342666-png/images/adding-measurement-data.png) #### 4. Adding Score(s) (Mandatory) - Add at least one score. ![Adding scores](https://www.firsttimequality.com/hs-fs/file-15342832-jpg/images/adding-scores.jpg) |        | Recommended scoring: 5 = Perfect, not problems, 100% 4 = Very good, 1-2 minor problems 3 = Good, 3-5 minor problems 2 = Poor, 6+ minor problems, hotspot or major problem 1 = Very poor, excessive problems | | --- | --- | #### 5. Adding Notes (Recommended) - Add notes for scores less than 5. - Notes provide valuable information to the subcontractors/vendors doing the work. They also give management insights. ## **Saving, Emailing, & Creating Punch Items** **![Saving emailing and creating punchitems](https://www.firsttimequality.com/hs-fs/file-15507540-jpg/images/saving-emailing-and-creating-punchitems1.jpg) ** #### 1. Save & Continue - Saves your checklist and brings you to a TASK COMPLETE screen. ![Task Complete](https://www.firsttimequality.com/hs-fs/file-15518746-jpg/images/task-complete.jpg) #### 2. Save & Email Vendor - Saves your checklist, emails a report to the email address associated with this subcontractor, trade, or vendor and brings you to a TASK COMPLETE Screen. #### 3. Save & New Punchlist Item - Saves your checklist and starts a Punch Item for this Project, Phase, Task, & Subcontractor. #### 4. Save, Email & New Punchlist - Saves your checklist, emails a report to the email address associated with this subcontractor, trade, or vendor and starts a Punch Item associated with this checklist. ## **Completing Additional Checklists (Time-saving Tip)** #### 1. Click Task to Start a New Checklist - No need to select Project or Phase when it is the same. ![New Task](https://www.firsttimequality.com/hs-fs/file-15464046-jpg/images/new-task.jpg) #### 2. Proceed with Steps Outlined Above After Clicking Task. ## **Editing Saved Checklists** #### 1. Hover over “INSPECT” on the top menu bar. #### 2. Click “EDIT INSPECTIONS”. ![Edit inspections](https://www.firsttimequality.com/hs-fs/file-15384350-png/images/edit-inspections.png) #### 3. To Find your Checklist, Choose a Date Range, Project, Subcontractor, Task, or Phase. ![Edit or delete saved checklists](https://www.firsttimequality.com/hs-fs/file-15384529-png/images/edit-or-delete-saved-checklists.png) #### 4. From this List, you can Edit or Delete your Saved Checklists. # How we can help Experts in quality and safety program documents and implementation software. Do it right the first time with First Time Quality! # Features - [Money-Back Guarantee](https://www.firsttimequality.com/complete-satisfaction-money-back-guarantee/) - [Privacy Policy](https://www.firsttimequality.com/privacy-policy/) - [FTQ360 Login](http://www.ftq360.net/) # Contact Us - First Time Quality, LLC | Annapolis, MD 21401 - Phone: 410-451-8006 - Email: [EdC@FirstTimeQuality.com](mailto:EdC@FirstTimeQuality.com) Copyright 2010-2023 © **First Time Quality, LLC** ![](http://www.googleadservices.com/pagead/conversion/1070275545/?label=VifvCOmyuwIQ2bes_gM&guid=ON&script=0)