Add Areas and Assign Inspection Forms

Everything you'll inspect with OrangeQC is organized in sites and areas, which are structured with a folder hierarchy. To start inspecting, you'll need to create a new area, then assign an inspection form.

Add a New Area

1. Click on the "Setup" tab.
2. Choose the site the area should be beneath.
3. Click “+ Add Area."
4. Enter the name of the new area and click "Save."
5. (Optional) You can add more areas within each site or area. For example, if you've added a building, you might want to add sub-areas for each floor on the building, which would then contain the different spaces you need inspected. You can make your setup as simple or complex as your team needs.

Assign an Inspection Form

You won't be able to inspect this space until you've assign an inspection form, so let's do that right away.

1. Select the new area you've just created, then click "+ Assign Inspection Form."
2. Choose the form you'd like to assign from the drop-down menu, or start typing to search for it by name.
3. Once you click on the form name, it's assigned and will appear within that area. If you want to remove the assignment from that area, click on the form name, then click on the trash can icon that pops up to its right.

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.