Audits and Inspections in UpKeep EHS allow safety teams to move beyond documentation and directly connect findings to action. Instead of issues stopping at reports, audit results can automatically drive inspections, work orders, preventive maintenance, and corrective actions — all supported by AI-powered insights.
This ensures safety risks are identified, prioritized, and resolved without delays or guesswork.
What Are Audits & Inspections?
Audits in UpKeep EHS are structured safety evaluations designed to assess compliance, identify risks, and document findings across locations, assets, or processes.
Inspections are the executable checklists generated from audits. These inspections can be completed in the field and are directly tied to operational follow-up, including:
Work Orders
Preventive Maintenance (PMs)
Corrective and Preventive Actions (CAPAs)
AI-powered compliance and risk analysis
Together, audits and inspections create a closed-loop safety workflow from assessment to resolution.
Creating an Audit
Navigate to Documentation → Audits & Inspections
Select Create Audit
Enter the audit details:
Document Title
Audit Type
Audit Owner
Description
(Optional) Use Writing Assist to generate a detailed audit description based on your safety requirements
Add Location & Asset Information (Optional)
Select a Location
Optionally associate an Asset (available after selecting a location)
Add custom fields (optional)
Link related documents (optional)
Attach relevant EHS documentation to the audit, such as:
Standard Operating Procedures (SOPs)
Job Hazard Analyses (JHAs)
Lockout/Tagout (LOTO) procedures
Permits to Work (PTW)
Configure the Approval Workflow:
Add one or more approvers
Require digital sign-off if needed
Select Save and Build Checklist
Once saved, the audit automatically moves into checklist-building mode.
Building the Inspection Checklist
After creating an audit, you’ll be prompted to build an inspection checklist.
The checklist defines the specific inspection steps required to complete the audit.
Checklist items can include:
Pass/Fail or Complete/Incomplete responses
Required measurements or readings
Attachments and photos
Signatures
Once saved, the checklist becomes a reusable template and can be edited at any time.
Executing Inspections via Work Orders
Audits and inspections are directly connected to execution.
From an audit or checklist:
Create a Work Order to perform the inspection
The checklist is automatically attached to the work order
Technicians can complete the inspection directly from the CMMS
As checklist items are completed, incomplete, or flagged, those results are captured and retained for analysis.
Work order status (Open, In Progress, Completed) is always visible from the audit record.
Approval and Activation
Audits remain inactive until all required approvers complete their review.
Once approved:
The audit becomes Active
Inspection results and linked work orders remain tied to the audit
Historical records are preserved for compliance and reporting
AI-Powered Intelligence & Analysis
After inspections are completed, UpKeep EHS automatically generates an AI-powered intelligence summary.
This includes:
Inspection Summary
A plain-language overview of what occurred during the inspection, including any failures or incomplete items.
Critical Issues & Compliance Flags
Automatically identifies safety risks and maps them to relevant regulatory requirements (such as OSHA standards), helping teams understand:
What failed
Why it matters
What regulation it impacts
Deficiencies & Required Actions
Clear, actionable next steps outlining what must be done to restore compliance, such as:
Removing hazards
Replacing or repairing equipment
Updating documentation or tags
Driving Corrective Action
From the AI analysis, teams can immediately take action by:
Creating CAPAs directly in EHS
Creating follow-up Work Orders
Assigning tasks to responsible teams
Tracking progress through completion
This ensures safety issues don’t stall after identification and are actively resolved.
Key Benefits of Audits & Inspections
Connects safety documentation directly to execution
Reduces response time to safety risks
Eliminates manual interpretation of inspection results
Aligns findings with regulatory requirements
Ensures issues are tracked through resolution
Audits and Inspections in UpKeep EHS help make safety execution as reliable as safety reporting.