An inspection report records the outcome of an elevator inspection — its result, type, the inspector who performed it, and any violations found — and attaches it to the unit that was inspected. Use this article to add a report manually, review one pulled from an uploaded document, and understand how reports relate to a unit’s compliance.
Adding inspection reports is available to the consultant role.
Start a new inspection report
Both ways to add a report begin from the Upload Document button in the top bar, which opens the Add to Property window.
Open Add to Property
Select Upload Document. The Add to Property window offers two paths: drag in or choose a file, or use the Add Manually menu.
Choose how to add it
To enter the report yourself, open the Add Manually menu and choose Inspection Report. To work from a document, add a PDF file (up to 5 MB) instead, then tag a page as Inspection Report.
Add a report manually
Choosing Inspection Report from Add Manually opens the Add Inspection Report window. Fill in the Inspection Details, add any violations, then Save.
Choose the property and car
Pick the Property, then the Car Inspected. Both are required, and the car list is limited to cars at the property you selected.
Enter the inspection details
Set the Date of Inspection, choose a Type, select the result under Status, and enter the Inspector Name. You can add optional Comments.
Add any violations found (optional)
Save
Select Save. The report is recorded against the car, and any violations you added are created and linked to it.
The result (Status)
Every report records one result under Status:
- Passed — the unit passed the inspection.
- Failed — the unit failed the inspection.
- Shutdown — the inspection resulted in the unit being shut down.
Inspection type and inspector
- Type describes the kind of inspection: Periodic Inspection, Compliance Inspection, or Other. If you choose Other, a Custom Type field appears and is required so you can name the inspection.
- Inspector Name records who performed the inspection. It is required.
Add a report from a document
If you upload a PDF instead of entering the report by hand, tag the relevant page as Inspection Report during the upload, and LiftAI reads the details off the document for you to review.
Inspection-report pages open in a guided review with four steps along the side:
Property & Car Selection
Confirm the Property and Car the report belongs to. Anything LiftAI read from the document is shown for reference, and both fields are required.
Inspection Details
Review and correct the Inspection Date, Inspection Type, Status, Inspector Name, and Comments that were read from the document.
Violations Found
Review any violations LiftAI found. These are optional — if the inspection passed with none, you can continue without adding any. Use Add Violation to add one, or the remove button to drop one.
Review & Approve
Check the summary of the property, car, inspection, and violations. When everything is complete, select Approve & Create Inspection Report. The button stays disabled until the required details are filled in.
A warning marker next to a step in the side navigation means it still needs attention — usually a missing property, car, or required inspection detail.
How violations link to a report
Violations you add — whether in the manual form or the document review — are created and tied to the report, so the report carries a record of what was found during that inspection. A report can have no violations (a clean pass) or several.
In the manual form, each violation captures its Code, Location, Description, Date Open, Correction Due date, and Responsibility (Owner, Service Provider, or County). In the document review, you enter only the Code, Location, and Description — the open and correction-due dates default to the inspection date and responsibility is left blank. Once created, a violation behaves like any other on the unit: it appears in the unit’s Open Violations and is worked and closed the same way. See Resolve a violation.
How reports affect Inspection Status
Open a unit in Compliance to see its Inspection Status, shown both in the table and at the top of the compliance panel.
This status reflects the unit’s current certificate, not the latest report’s result on its own: it reads Passed while the certificate is still valid and Expired once it has lapsed. A unit with no certificate on file shows a dash. So a report documents the inspection that took place — its Passed, Failed, or Shutdown outcome and the violations behind it — while the unit’s standing in Compliance tracks whether its certificate is current.
Recording a failed or shutdown inspection does not by itself flip the unit’s Inspection Status. To keep the unit’s compliance current, resolve the linked violations and keep its certificate up to date. See Upload a certificate. 