> ## Documentation Index
> Fetch the complete documentation index at: https://developers.novala.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Run OSHA-compliant equipment inspections with Calso

> Calso by Novala covers the full inspection lifecycle — checklist templates, offline field capture, AI-generated PDF reports, and site compliance tracking.

Calso is Novala's inspection and compliance module, purpose-built for teams that perform OSHA-regulated equipment inspections. It gives coordinators a real-time view of every site's compliance status, gives field technicians a structured mobile workflow for completing inspections offline, and automatically produces professional PDF reports the moment an inspection is reviewed.

## Inspection lifecycle

Every inspection moves through five statuses, each with a clear owner:

| Status          | Owner       | What it means                                        |
| --------------- | ----------- | ---------------------------------------------------- |
| **Created**     | Coordinator | Inspection is scheduled and assigned to a technician |
| **In Progress** | Technician  | Technician has opened and started the checklist      |
| **Submitted**   | Technician  | Technician submitted the completed checklist         |
| **Reviewed**    | Coordinator | Coordinator approved or rejected the submission      |
| **Completed**   | System      | AI report generated and inspection closed            |

## Setting up checklist templates

Before your team can run inspections, you need at least one checklist template for each equipment type you service.

<Steps>
  <Step title="Go to Settings → Checklist Templates">
    Navigate to **Settings → Checklist Templates** in the sidebar. This is where you create and manage all reusable inspection checklists.
  </Step>

  <Step title="Create a new template">
    Click **New Template** and select the equipment type the checklist applies to (for example, "Pallet Rack System" or "Forklift"). Give the template a descriptive name.
  </Step>

  <Step title="Add sections and checklist items">
    Organize the checklist into sections (for example, "Structural Components", "Hydraulic System"). Within each section, add individual checklist items. For each item you can specify:

    * The inspection prompt text
    * Whether a measurement value is required
    * A pre-filled OSHA reference citation (for example, `OSHA 29 CFR 1910.178(e)`)
  </Step>

  <Step title="Save and assign to equipment type">
    Save the template. It will now be available when scheduling inspections for that equipment type.
  </Step>
</Steps>

<Tip>
  You can create multiple templates for the same equipment type — for example, a quarterly checklist and an annual checklist. When scheduling an inspection, you choose which template to use.
</Tip>

## Performing an inspection (field technician)

Technicians complete inspections from the Novala field app on their mobile device. The workflow is the same whether the device is online or offline.

<Steps>
  <Step title="Open your assigned inspection">
    Open the Novala field app and tap **Today** to see all jobs assigned to you. Tap an inspection to open it. The checklist loads from the template assigned at scheduling time.
  </Step>

  <Step title="Work through each checklist item">
    For each item, mark the result as **Pass**, **Fail**, or **N/A**. You can add notes to any item. Some items may require a measurement value (for example, a load capacity reading).
  </Step>

  <Step title="Log a finding for any failed item">
    When you mark an item as failed, Calso prompts you to log a finding (deficiency). Fill in or confirm the AI-suggested:

    * **Severity**: Imminent, Serious, or Minor
    * **Description**: What you observed
    * **Recommendation**: Suggested corrective action
    * **OSHA citation**: Applicable regulation

    You can attach photos and record a voice note for each finding.
  </Step>

  <Step title="Submit the inspection">
    Once all items are complete, tap **Submit**. The inspection status moves to **Submitted** and your coordinator is notified for review.
  </Step>
</Steps>

<Note>
  The AI finding assistant suggests a severity rating, description, and OSHA citation based on the failed checklist item and equipment details. These are suggestions — you can edit any field before submitting.
</Note>

## Offline support

Calso is designed to work in warehouses, industrial sites, and remote locations where connectivity is unreliable.

<AccordionGroup>
  <Accordion title="How offline works">
    When you open the field app while connected, Novala pre-caches all inspections assigned to you — including the full checklist template and equipment details. If you lose connectivity mid-inspection, you can continue working without interruption. All responses, findings, and photos are saved locally on your device.
  </Accordion>

  <Accordion title="Syncing when you reconnect">
    As soon as connectivity is restored, Novala automatically uploads your completed inspection data — including any photos and voice notes — and moves the inspection to **Submitted**. A sync indicator in the app shows the current upload status. If an upload fails, you can retry individually from the app's pending items list.
  </Accordion>
</AccordionGroup>

## Reviewing inspections (coordinator)

<Steps>
  <Step title="Open the submitted inspection">
    Go to **Inspections** in the sidebar. Submitted inspections appear in the **Needs Review** queue. Click an inspection to open the detail view.
  </Step>

  <Step title="Review checklist responses and findings">
    Review each section of the checklist. Findings are highlighted in the sidebar with their severity. You can click any finding to see the technician's notes, photos, and voice note transcription.
  </Step>

  <Step title="Approve or reject">
    Click **Approve** to close the review and trigger AI report generation. Click **Reject** to send the inspection back to the technician with your comments.
  </Step>
</Steps>

## AI report generation

Once you approve an inspection, Novala AI automatically generates a professional inspection report. The report includes:

* **Executive summary** of the inspection outcome
* **Overall result** (Pass, Fail, or Conditional)
* **Findings section** with AI-enhanced descriptions, severity justifications, OSHA citations, and photos
* **General observations** from the technician's notes
* **Next inspection recommendation**

The report is automatically exported to PDF with your company's branding, logo, and contact information.

<Note>
  Report generation typically completes within a minute of approval. If generation fails (for example, due to a temporary connectivity issue), the coordinator can trigger regeneration from the report detail page. Reports that have already been approved or delivered cannot be regenerated.
</Note>

## Managing findings

Each finding logged during an inspection is tracked independently and can have a lifecycle of its own.

<CardGroup cols={2}>
  <Card title="Flag for follow-up" icon="flag">
    Mark a finding as requiring follow-up. It will appear in the **Findings** list and can be assigned to a technician or work order.
  </Card>

  <Card title="Link to a quote" icon="file-invoice">
    If the finding requires repair work, you can create a quote directly from the finding. The quote status is reflected back on the finding record so you always know whether the deficiency has been addressed.
  </Card>
</CardGroup>

## Compliance dashboard

The **Compliance** section gives coordinators a site-by-site view of inspection health across all customers.

* See which sites are compliant, have upcoming inspections, or are overdue
* Drill into a site to see every piece of equipment and its current inspection status
* Filter by customer, equipment type, or date range
* Export compliance status reports for audits or customer reviews

## Delivering reports

Once a report is generated, you can deliver it to the customer directly from the report detail page.

<Steps>
  <Step title="Review the report">
    Open the report from **Reports** or from the inspection's detail page. Preview the PDF to confirm everything looks correct before sending.
  </Step>

  <Step title="Deliver to the customer">
    Click **Deliver Report**. Novala emails the PDF to the primary contact on file for the customer. The report status changes to **Delivered** and a timestamp is recorded.
  </Step>

  <Step title="Download for your own records">
    Click **Download PDF** at any time to save a copy of the report locally.
  </Step>
</Steps>