Quick Actions
The Quick Actions section on the dashboard provides fast access to commonly used features in uAuditor. It allows users to start inspections and navigate to key modules without moving through multiple menus.
Quick Actions help reduce navigation time and support faster daily operations 🚀
Where to Find Quick Actions
Quick Actions appear at the top of the Dashboard after logging in.
They are designed to help users begin their most frequent workflows immediately.
Visibility depends on your role and permissions.
Available Quick Actions
The following shortcuts are typically available inside the dashboard.
Create Inspection
The Create Inspection button allows you to start a new inspection instantly.
After clicking:
- Select a template
- Choose a location (if required)
- Begin answering inspection questions
This is the fastest way to start a checklist from the dashboard.
View All Inspections
The All Inspections shortcut opens the inspections list page.
From there, you can:
- review inspection history
- filter inspections by template or location
- open inspection reports
- continue incomplete inspections
- delete inspections (if permitted)
This helps supervisors quickly monitor inspection activity across locations 📊
Open Templates
The Templates shortcut opens the templates module.
From this page, users can:
- review available templates
- preview checklist structure
- duplicate templates
- start inspections using selected templates
- manage template configuration (if permitted)
Templates define the structure of inspections across your organization.
Why Quick Actions Are Important
Quick Actions help users:
- start inspections faster
- reduce navigation steps
- access frequently used modules immediately
- improve daily workflow efficiency
- support field teams working under time constraints
They are especially useful for inspectors and supervisors performing recurring operational checks.
Who Uses Quick Actions Most
Quick Actions are commonly used by:
- inspectors starting daily inspections
- supervisors reviewing inspection activity
- quality teams monitoring execution progress
- administrators managing templates
They simplify access to the platform’s most active workflows.
Best Practices for Using Quick Actions
For efficient daily usage:
- start inspections directly from the dashboard
- review inspection activity before opening reports
- confirm template availability before scheduling inspections
- use shortcuts instead of navigating through the main menu
These practices improve operational speed and consistency across teams.
