Add Areas and Assign Inspection Forms

Locations within OrangeQC are arranged in a folder hierarchy. Top-level locations will contain buildings, then sub-areas, and finally assigned inspection forms that your staff will use to perform inspections.

To set up a new site and assign forms:

  1. Click on the "Setup" tab and click on a particular site.
  2. Click on the area name and click “+ Add Area.” Then, enter the name of the sub-area and press save.

    Once you press that link, you'll see a text field appear where you can enter the area's name.

  3. (Optional) Add additional sub-areas: You can add more subareas to the site. Notice that now, when you click over the site, you can only add other areas. That is because a location can only have subareas or inspection forms.
  4. Assign inspection forms: Click on one of the empty folder icons and then click "+ Assign Inspection Form." Select the form you want, then click "Save." 

If you ever need to remove an area or inspection form, you can hover your mouse over the name, then click the trash can icon that pops up to its left.
That's it! Don't forget to assign inspection forms after they’re created; otherwise, your inspectors won’t be able to access them from the mobile app.