A safety inspection checklist that ends in action

Updated 2026-10-30

A safety walk-through helps only if the findings leave the inspector's notebook. I want each walk to end in a row with an area, a risk level, a person to fix it and a date. A form on a phone makes that the easiest way to finish.

The walk-through

Inspector, area and date, so that every finding has an author and a place. One entry per area keeps the CSV easy to sort.

The findings

Two tick lists: what is fine and what needs action. Then free notes and a risk level. The risk level sorts the list, so a stop-work item cannot hide under a dozen minor ones.

The follow-up

Who fixes it, by when, and whether the area manager was told in person. Without an owner and a date, a finding is only an opinion.

Who fills it and who reads it

An inspector or supervisor fills in one entry for each area. A manager reads the CSV and filters for high risk. The inspector's AI can ask: "Which area did you inspect?" Then "Which items need action?" Then "How high is the risk?" It shows the answers and sends them only after a yes. See agent-fillable forms.

Before you use it

Rewrite the tick lists to match your site, because a bakery and a warehouse do not share a list. This form records a walk-through. It does not replace a qualified inspection. Inspecting products rather than places? Use a quality inspection checklist. Kitchens can start with a restaurant opening checklist. More tools are in IT and operations forms.

Questions

How do I track fixes?

Filter the CSV on `risk_level` and sort by `fix_by`. Check the rows each week and note in your own tracker when each fix is done. The form does not close findings for you.

How often should inspectors send an entry?

Choose a fixed day for each area and post the link where the walk starts. Sorting by `inspected_area` then shows which areas were skipped.

Should the inspector name staff in the notes?

Better not. Describe the hazard and the place, not the person. That keeps the record about the fix, and people speak more openly.

Try the form

Live demo ยท nothing is saved

Safety walk-through

Complete one entry for each area you inspect. Note what is fine and what needs action.

Items that are fine
Items that need action
Highest risk you found (required)
I told the area manager in person
Overall condition of the area

1 is poor, 5 is very good.

Use this templateAll templates

Or paste the JSON

Give this to your AI. It needs the AI Form API MCP server or an API key. It makes the form and sends you the link.

text
Create this form with the AI Form API create_form tool (or POST https://aiformapi.com/v1/forms with my API key). Then reply with the public_url.

{
  "title": "Safety walk-through",
  "description": "Complete one entry for each area you inspect. Note what is fine and what needs action.",
  "fields": [
    {
      "id": "inspector_name",
      "label": "Your name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "inspected_area",
      "label": "Area or building inspected",
      "type": "short_text",
      "required": true,
      "max_length": 200
    },
    {
      "id": "walkthrough_date",
      "label": "Date of the walk-through",
      "type": "date",
      "required": true
    },
    {
      "id": "items_ok",
      "label": "Items that are fine",
      "type": "multi_choice",
      "options": [
        "Fire exits clear",
        "Extinguishers in place",
        "First aid kit stocked",
        "Walkways free of clutter",
        "Lighting works",
        "Electrical cords and sockets safe",
        "Safety signs visible",
        "Ladders and steps in good shape",
        "Chemicals stored properly"
      ]
    },
    {
      "id": "items_need_action",
      "label": "Items that need action",
      "type": "multi_choice",
      "options": [
        "Fire exits clear",
        "Extinguishers in place",
        "First aid kit stocked",
        "Walkways free of clutter",
        "Lighting works",
        "Electrical cords and sockets safe",
        "Safety signs visible",
        "Ladders and steps in good shape",
        "Chemicals stored properly"
      ]
    },
    {
      "id": "hazard_notes",
      "label": "What did you find?",
      "type": "long_text",
      "max_length": 1500
    },
    {
      "id": "risk_level",
      "label": "Highest risk you found",
      "type": "single_choice",
      "required": true,
      "options": [
        "Low",
        "Medium",
        "High",
        "Stop work until fixed"
      ]
    },
    {
      "id": "action_owner",
      "label": "Who should fix it?",
      "type": "short_text",
      "max_length": 150
    },
    {
      "id": "fix_by",
      "label": "Fix by",
      "type": "date"
    },
    {
      "id": "area_manager_told",
      "label": "I told the area manager in person",
      "type": "checkbox"
    },
    {
      "id": "area_condition",
      "label": "Overall condition of the area",
      "type": "rating",
      "help": "1 is poor, 5 is very good.",
      "min": 1,
      "max": 5
    },
    {
      "id": "photo_link",
      "label": "Link to a photo",
      "type": "url"
    }
  ]
}

Or call the API

bash
curl -X POST https://aiformapi.com/v1/forms \
  -H "Authorization: Bearer $AIFORMAPI_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title":"Safety walk-through","description":"Complete one entry for each area you inspect. Note what is fine and what needs action.","fields":[{"id":"inspector_name","label":"Your name","type":"short_text","required":true,"max_length":150},{"id":"inspected_area","label":"Area or building inspected","type":"short_text","required":true,"max_length":200},{"id":"walkthrough_date","label":"Date of the walk-through","type":"date","required":true},{"id":"items_ok","label":"Items that are fine","type":"multi_choice","options":["Fire exits clear","Extinguishers in place","First aid kit stocked","Walkways free of clutter","Lighting works","Electrical cords and sockets safe","Safety signs visible","Ladders and steps in good shape","Chemicals stored properly"]},{"id":"items_need_action","label":"Items that need action","type":"multi_choice","options":["Fire exits clear","Extinguishers in place","First aid kit stocked","Walkways free of clutter","Lighting works","Electrical cords and sockets safe","Safety signs visible","Ladders and steps in good shape","Chemicals stored properly"]},{"id":"hazard_notes","label":"What did you find?","type":"long_text","max_length":1500},{"id":"risk_level","label":"Highest risk you found","type":"single_choice","required":true,"options":["Low","Medium","High","Stop work until fixed"]},{"id":"action_owner","label":"Who should fix it?","type":"short_text","max_length":150},{"id":"fix_by","label":"Fix by","type":"date"},{"id":"area_manager_told","label":"I told the area manager in person","type":"checkbox"},{"id":"area_condition","label":"Overall condition of the area","type":"rating","help":"1 is poor, 5 is very good.","min":1,"max":5},{"id":"photo_link","label":"Link to a photo","type":"url"}]}'

JSON definition

json
{
  "title": "Safety walk-through",
  "description": "Complete one entry for each area you inspect. Note what is fine and what needs action.",
  "fields": [
    {
      "id": "inspector_name",
      "label": "Your name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "inspected_area",
      "label": "Area or building inspected",
      "type": "short_text",
      "required": true,
      "max_length": 200
    },
    {
      "id": "walkthrough_date",
      "label": "Date of the walk-through",
      "type": "date",
      "required": true
    },
    {
      "id": "items_ok",
      "label": "Items that are fine",
      "type": "multi_choice",
      "options": [
        "Fire exits clear",
        "Extinguishers in place",
        "First aid kit stocked",
        "Walkways free of clutter",
        "Lighting works",
        "Electrical cords and sockets safe",
        "Safety signs visible",
        "Ladders and steps in good shape",
        "Chemicals stored properly"
      ]
    },
    {
      "id": "items_need_action",
      "label": "Items that need action",
      "type": "multi_choice",
      "options": [
        "Fire exits clear",
        "Extinguishers in place",
        "First aid kit stocked",
        "Walkways free of clutter",
        "Lighting works",
        "Electrical cords and sockets safe",
        "Safety signs visible",
        "Ladders and steps in good shape",
        "Chemicals stored properly"
      ]
    },
    {
      "id": "hazard_notes",
      "label": "What did you find?",
      "type": "long_text",
      "max_length": 1500
    },
    {
      "id": "risk_level",
      "label": "Highest risk you found",
      "type": "single_choice",
      "required": true,
      "options": [
        "Low",
        "Medium",
        "High",
        "Stop work until fixed"
      ]
    },
    {
      "id": "action_owner",
      "label": "Who should fix it?",
      "type": "short_text",
      "max_length": 150
    },
    {
      "id": "fix_by",
      "label": "Fix by",
      "type": "date"
    },
    {
      "id": "area_manager_told",
      "label": "I told the area manager in person",
      "type": "checkbox"
    },
    {
      "id": "area_condition",
      "label": "Overall condition of the area",
      "type": "rating",
      "help": "1 is poor, 5 is very good.",
      "min": 1,
      "max": 5
    },
    {
      "id": "photo_link",
      "label": "Link to a photo",
      "type": "url"
    }
  ]
}