The system is capable of alerting you via email for completed, upcoming, and overdue inspections. The alerts can be filtered by Facility, Level 1 and 2 Locations, and Inspection Category.

Learn how to manage your Email Alerts by watching our video tutorial, or scroll further for step by step instructions.

Video Tutorial






Step by Step Instructions


To add email alerts for completed, upcoming, and overdue inspections, start by logging into the web app:

  1. Click Inspections.
  2. Click Inspection Points.
  3. Scroll to the Inspection Category you would like alerts for, and click the cog wheel.

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Now, you can add the alert:

  1. Click Alerts.
  2. Click the green plus sign.

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Now, you can enter the alert details:

  1. Enter a name for this alert (e.g. Overdue Fire Extinguisher Inspections).
  2. Select the Alert Type (Overdue, Upcoming, or Completed).
  3. Select a format (e.g. CSV or PDF).
  4. Select the Recipients of this alert.
  5. Enter an Email Subject (this can match the Alert Name).
  6. Select if the alert should send, even if there is no data.
  7. Enable this alert.
  8. Click Schedule.

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Now, you can select a schedule for this alert:

  1. Select the frequency of this alert.
  2. Select which day(s) of the week the alert should generate.
  3. Click Filters.

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Now, you can filter the information you need in this alert:

  1. Optional: Filter by Facility, Level 1, Level 2, Type, or Status.
  2. Select the date range the report should include (see descriptions below).
  3. Click Save.

Number of Days:

The Number of Days parameter will return data that will either be due or overdue (depending on alert type) in X number of days, for example, if you are creating an Overdue email alert, and you set the Number of Days to be 4, then the alert will include any data that will be overdue in 4 days from when the alert is triggered (which depends on your schedule). 

End of Week / End of Month / End of Year 

The End Of parameters will include any data up to the End Of range selected, so for example, if you select End of Week, then the alert will include any data that will be upcoming or overdue by the end of the current week. 

NOTE: End of Week alerts include any data up to midnight on Saturday. 



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To edit this email alert, click the pencil icon.

To remove this email alert, click the red X.

To generate this email alert now, click the blue arrow.


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