Private Inspection Forms and Submissions

Marking an inspection form as private ensures that only users on your account with access to private results can see it.

For example, if you have an internal employee training audit or feedback to share with your team, you wouldn't want those results going to your clients, even if you've set up OrangeQC to give them general reporting on their account.

You can mark entire inspection forms as private, which means all submissions will also be private. Inspectors can also mark individual submissions as private.

Private forms and submissions are marked with the the lock icon.

Private inspection forms

Use this option if this inspection should always be private. All submissions using this form will be set to private, and inspectors won't be able to change that.

Additionally, if a user does not have permission to view private inspections, then they will not see these forms anywhere within their account.

To mark an inspection form as private, click the "Private" checkbox directly beneath the name field in the form editor.

Private inspection submissions

Any inspection submission can be marked as private by your inspectors in the field.

For example, if there are critical quality issues on the audit, teams might mark the audit as private, immediately alert the team to address the deficiencies, and re-inspect the area as a non-private inspection after it's been corrected.

To set a submission as private, inspectors can toggle the "Mark as Private" option at the bottom of the form before submitting.

Granting users access to private inspections

For users to view and interact with private inspections, they must have the designated permission. Administrators can modify a user's access via the People tab and editing the "Can view private inspections" option.

A best practice is to provide your internal teams with access to private inspections, but disable this ability for external users, such as your customers or stakeholders.