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Inspections Assignment

How best to assign your Inspection Types

Updated over 3 months ago

Inspections can be confusing to assign - which Inspection Categories connect with what assignment method? Will my workers be able to access this Inspection? Who is this Inspection visible to if I have operators assigned?

We've put together a flowchart for admins to utilize when assigning Inspections to offer a bit of clarity (and to refer back to if you forget!)

Inspection Categories


When you are creating a new Inspection, you will be prompted to choose if you want your Inspection to be assigned by Asset Category or by Location.


After deciding how you want the Inspection to be assigned, you will be asked to choose a category for your Inspection. Each category will come with options that you can select to be mandatory for your Workers when completing an Inspection. The Category selections include

  • Vehicle - will allow admins to ask for Odometer reading and Hours

  • Site - does not have options other than Location

  • Tool/Equipment - will allow admins to ask for Hours

  • Other - will allow admins to ask for Odometer reading and Hours


The selection of Asset Category will allow you to choose from the Vehicle, Tool/Equipment, and Other categories.

The selection of Location will allow you to choose from the Site, Tool/Equipment, and Other categories.

The decision of which category is the best fit for you is dependent on what you're using your Inspection to accomplish!


Assigning by Asset Category

If you have chosen to assign your Inspection by Asset Category, your assignment screen will be populated with the Asset Categories present in your organization's account. Inspections are unfortunately not assignable by individual Asset - you can only assign by the larger organizational umbrella of an Asset Category.

To assign your Inspection, navigate to the Assignments & Frequency tab. The Asset Categories will populate the left-most column.

Assignment of an Inspection by Asset Category allows you to choose how frequently you want your Inspection to be completed. The options include:

  • N/A: this assignment level means the Inspection will not appear for the chosen Asset Category

  • Optional: this assignment level means the Inspection will appear for the chosen Asset Category

  • Required Every: this assignment level means the Inspection will be required as frequently as you decide using the available fields. You can enter a numeric input in the number field, then select a length of time from the drop-down menu, which includes:

    • Days

    • Weeks

    • Months

    • Years

Show Inspection to All Workers for Asset Categories - On or Off?

There is an additional setting for each Inspection that will affect its visibility: the Show Inspection to All Workers setting for every Inspection you create allows to control if your Workers will be able to see this particular Inspection in the Inspection list. This setting is found in the Settings panel on the right side of the page for each Inspection you create.

When it comes to assigning an Inspection by Asset Category, the logic works like this:

  • if the Show Inspection to All Workers Setting is set to On: this Inspection will appear to all Workers with Inspections permissions

  • if the Show Inspection to All Workers Setting is set to Off: this Inspection will not appear to Workers even with Inspections permissions UNLESS a Worker is assigned as an Operator for an Asset in the assigned Asset Category

Following this logic, if you have an Inspection that you want to visible to all your Workers, choose the On setting for Show Inspection to All Workers.


If you have an Inspection that you want to visible only to a specific few Workers, choose the Off setting for Show Inspection to All Workers and assign your chosen Workers as Operators for the Assets you're inspecting. You can find a guide for how to assign Operators here.

Assigning by Location

If you have chosen to assign your Inspection by Location, your assignment screen will be populated with the Locations present in your organization's account. Unlike assignment by Asset Category, assignment by Location doesn't rely on the larger umbrella of Divisions and is totally dependent on Location alone.

In the Location assignment screen, you'll see the left-most column populated with your Locations:

Assignment of an Inspection by Location allows you to choose how frequently you want your Inspection to be completed. The options include:

  • N/A: this assignment level means the Inspection will not appear for the chosen Asset Category

  • Optional: this assignment level means the Inspection will appear for the chosen Asset Category

  • Required Every: this assignment level means the Inspection will be required as frequently as you decide using the available fields. You can enter a numeric input in the number field, then select a length of time from the drop-down menu, which includes:

    • Days

    • Weeks

    • Months

    • Years

Show Inspection to All Workers for Locations - On or Off?

As with assignment by Asset Category, so with Assignment by Location: you can choose if your Inspection is visible to your Workers.

When it comes to assigning an Inspection by Location, the logic is slightly different from Asset Categories:

  • if the Show Inspection to All Workers Setting is set to On: this Inspection will appear to all Workers with Inspections permissions regardless of their Location, and they will be able to select any Location to complete the Inspection for


  • if the Show Inspection to All Workers Setting is set to Off: this Inspection will only appear for Workers at Locations this Inspection is assigned to, and the only choice for completion will be their own location

Unlike assignment by Asset Categories, there is no way in Workhub to assign someone as an Operator for a Location. As a result, you cannot assign Location-type Inspections to any particular individual Workers. They will appear to all Workers at a particular Location when assigned to that Location OR when Show Inspection to All Workers is set to On, but we don't have any special cases where it can be made available to select Workers when that setting is instead set to Off.


We know Inspections can be very complex to set up for your Workers to regularly and reliably conduct, and while we hope this article and chart offer a bit of clarification, we also encourage you to reach out to us in the Workhub Support Centre if you need any assistance.

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