How to plan and conduct a safety inspection
From checklists to action plan tracking with assigned responsibilities and deadlines, the Safety Inspections module allows you to plan, execute, and monitor preventive inspections and regulatory reviews. Each inspection automatically generates an action plan outlining any non-conformities detected, ensuring that findings are translated into traceable corrective actions.
How to access the module
Access from the Sabentis side menu → Safety Inspections. Direct URL: https://prime.sabentis.com/fuse/home/inspections. From the dashboard you will see the cards for the different types of inspections available.
Types of inspection at Sabentis
The module distinguishes four types:
Generic inspections
Customized inspections on any aspect of safety, based on questionnaires configured by your organization.
Specific inspections
Linked to a specific material agent: a machine, a vehicle, an installation.
Regulatory reviews
Periodic inspections with legal requirements: fire extinguishers, electrical installations, boilers. Based on predefined regulations.
Specific regulatory reviews
Regulatory reviews associated with specific material agents of your organization.
The two-phase flow: maintenance and execution
Sabentis separates the design of the operation into two phases:
Maintenance
This is where the questionnaires are designed: what questions to ask, what measures are associated with each negative response, and what regulations apply. It’s a reusable template.
Planning and execution
Here, that template is used for an actual inspection: where, when, who does it, and what was found.
Step 1 — Create the inspection
- Access the corresponding inspection type (generic, specific, regulatory).
- Click New inspection.
- Fill in the required information: name, location type and physical location, person responsible for the assessment, start and end dates, type (planned or unplanned) and business division if applicable.
- Save — the work tabs are activated.
Step 2 — Answer the questionnaire
- Go to the Questionnaire Assessment tab.
- Answer each question — you can save partially and continue later.
- For each question, you can attach files as evidence.
- When you’re finished, press Finish.
At the end, Sabentis automatically generates the action plan with all the non-conformities detected according to the responses.
Step 3 — Manage the action plan
- Go to the Action Plan tab.
- You will see the list of non-conformities generated.
- For each nonconformity you can: change its status (open / closed), add corrective actions with responsible party and date, notify those responsible by email using the Notify those responsible button, and attach evidence of correction.
The states that each measure goes through are: pending definition → pending planning → pending approval → pending implementation → closed.
Step 4 — Close the inspection
When all the actions in the plan are in the Closed state, the Finish button is activated on the Summary tab. Upon completion, you can add conclusions, and the inspection status changes from Open to Closed.
From the Documents tab, you can generate the inspection report in PDF or Word format. The report is also available in the document repository.
AI-powered inspections
Frequently Asked Questions
Can I schedule multiple inspections at once?
What is the difference between a generic inspection and a specific one?
Are corrective measures linked to risk assessment?
Can I create my own inspection questionnaires?
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