Inspections will have due dates based on the frequencies that are set (weekly, monthly, etc.). You can also schedule the inspections manually, if you want the inspections done on a different date (this could be due to a holiday, building closure, or other reason).
Learn how to manage your Schedule by watching our video tutorial, or scroll further for step by step instructions.
Video Tutorial
Step by Step Instructions
- Click Inspections.
- Click Schedule.
- Select an Inspections Due filter.
- Checkmark Include Unscheduled Items. (Unscheduled Items are items that have never been inspected previously and so they don't have a scheduled date yet.)
- Optional: Select a Route.
- Optional: Select one or more Inspection Categories.
- Click Apply Filters.
- Optional: Use the filter icon on the column headers to filter the list.
- If an inspection is due for one date (e.g. 5/31/2021) but you want the inspection to occur on another date (e.g. 6/1/2021), checkmark the inspection point.
- Click the calendar icon.
Now, you can choose the schedule details:
- Assign this inspection to a User or a Group of users.
- If you selected Assign by Group, choose the Group.
- Select a Scheduled date.
- Optional: Add Notes. (e.g. Rescheduling due to Memorial Day holiday.)
- Click Schedule.
*If necessary, the schedule can also be cleared.
Please note: If any Inspection Points have never been inspected, there will not be a due date. There are two options in this scenario.
- Complete the first inspection in the mobile app. The system will auto-generate the next due date.
- Schedule the first inspection.