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How to close a Visi (Inspection, Task, Issue, NCR)

You've been assigned an Inspection, Task, Issue or NCR, here's how to complete it

Written by Damien Quinn

You've been assigned a Visi in the Visibuild platform, and you need to close it out.


Visis are the building blocks of Visibuild and there are 4 types you can create: Inspections, Tasks, Issues or NCRs. Visis represent work that needs to be completed and each one serves a different purpose.

The Visi may have been issued within an Inspection or as an individual item to be completed.

As well as receiving a notification, you will also be able to find the Visi waiting to be actioned in 'Your List' page.

Even though below only outlines the steps to close out a Task Visi, the same process applies for closing out all Visis, whether it is an Inspection, an Issue, or a NCR (Non-Conformance) in the platform.


How to complete a Visi via the Mobile App

After receiving a notification that a Task has been assigned to you, open the Mobile App and navigate to Your List.

You'll find the task sitting at the top of Your List as Visis are ordered by last updated. Note: the initials in the bottom right corner indicates who assigned the task to you.

Hit anywhere on the Task or Inspection card to open it up and explore the details.

In this case, the Inspection creator has requested that you approve and close the overall Partition Set Out & Framing Inspection. Simply review, and confirm acceptance by clicking Approve and Close Inspection

If you have closed the Inspection or Task in error, simply hit the Reopen button.

Using the Visi Swipe functionality from Location Pages

Visibuild also allows you to take the next action for a Visi by swiping across from right to left on the Visi. When you swipe any Visi, it will display:

  • The next available action (Close, Approve, Review, Reopen, Cancel Review)

  • A shortcut to the checklist with (for Inspections only)


How to complete a Task via the Web App

Tasks assigned to you will be visible in Your List on the Home screen.

Also see this article here on utilising filters on the web app to find tasks assigned to you

Click on the Task to expand and reveal its details.

From here, you can simply add a Comment (as requested by the Task Creator) and click Close once the task requirement has been satisfied. If you require further information, simply add this into the Comment field.

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