Articles on: Acceptances

How do I create an inspection in the web version?

First, click on Inspections (1.), then click on + New Inspection. You can now choose whether you want to Add an Empty Inspection (3.) or Import an Acceptance Template (4.).

In the "Details" section, fill in at least all the mandatory information (areas highlighted in yellow). Optionally, you can also fill in the other fields and add a contract by clicking on the + Add Contract button.

Under “Contract,” you can choose between already existing contracts (1.) or define a new one by clicking on + Add another contract (2.).

Information: In the drop-down menus of the buttons "Contracts", "Roles", "Test standards", "Status" and "Objects handed out", you will see the templates that have been defined for the company. The organization admin can adapt / change these. If you add another option in the inspection itself, you will see it in the next inspection and can also remove it. However, these suggestions are only visible to the person who created the option (therefore not visible organization-wide).

In the next step, you can add roles in the "Participants" section. To do this, click on the + Add Role button (1.) and select an existing role (2.) or define another role by clicking on the + Add another role button (3.).

After you have added the roles, you can add persons to the roles by entering them in the fields highlighted in yellow. With a click on the "X" you can remove a person again if necessary.

Note: How to add a signature to an acceptance is explained by the following helparticle => How do I add a signature to an acceptance?

Note: The following helper article explains how you can request signatures for an acceptance => How do I request signatures for an acceptance?

Next, you can fill in the information in the "Result" section.

For "Result" you have the choice between No defects, Insignificant defects and Significant defects.
For "Deadline for remedying the defects" you can choose between According to the list of defects and Date.
Furthermore, you can select the desired inspection standard by clicking on the + Add Test Standard button.
Define the status of the inspection by clicking on the + Add Status button.

Click on one of the predefined test standards (1.) to select it. Alternatively, you can define another test standard by clicking on + Add another test standard (2.).

Click on one of the predefined status options (1.) to select it. Alternatively, you can define another status by clicking on + Add another status (2.).

In the "Comments" and "Warranty" sections you have text fields (areas highlighted in yellow) in which you can enter text. You can also add attachments. Click Add from File Tray (1.) to add a file stored on smino, or click select (2.) to add a file or image from your local device.

In the "Items handed over" section, you have the possibility to add objects by clicking on the + Add Object button (1.). Choose between already existing objects (2.) or create a new object by clicking on "+ Add another object" (2.).

Finally, you can enter new defects in the "Defects" section by clicking on the + New Defect button (1.) and/or add existing defects to the inspection by clicking on the + Add Deficiency button (2.).

When you enter a new defect, fill in at least all mandatory information (areas highlighted in yellow) in the window that opens, and then either click on the Save as draft button (1.) or on the Save and Assign button (2.).

If you want to add an already existing deficiency, you can select it by selecting the checkbox (1.). You have the option to filter/browse the deficiencies by Title, Organization and Status (yellow highlighted areas). When you have made your selection, click on the Add button (2.).

After you have filled in all areas, either save the acceptance as a draft by clicking on the Save as draft button (1.) or publish the acceptance directly by clicking on the Publish button (2.).

If you publish the acceptance directly, a message box appears. Confirm the publication by clicking the Publish button again.

Updated on: 05/08/2026

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