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Safety & Compliance

Safety Inspections and Templates

Create safety inspection templates and conduct inspections on site.

Safety Inspections and Templates

ZonaPlan helps you maintain safety compliance with digital inspection forms and templates.

Safety Templates

Templates are reusable inspection checklists: 1. Go to **Safety** → **Templates** 2. Click **Create Template** 3. Add inspection items and checklists 4. Save for reuse across projects

Conducting an Inspection

  1. Go to **Safety** → **Inspections**
  2. Click **New Inspection**
  3. Select a template or create a custom inspection
  4. Go through each checklist item
  5. Mark items as pass/fail
  6. Add photos of any issues found
  7. Submit the inspection

Inspection Results

After submitting: - Results are stored with the project - Failed items can generate follow-up tasks - Inspections create an audit trail for compliance - Reports show safety trends over time

Organization Safety Settings

Configure safety settings per organization or project: - Required inspection frequency - Default templates for project types - Notification settings for failed items

Safety Inspections and Templates - ZonaPlan Help