This article will show you how to create an inspection schedule on the web app.
Inspection Schedule
An Inspection Schedule can only be created on the web app. Tap on Schedules on the control panel on the left of the page and you will be taken to the Schedules page.
There are 3 main tabs you can navigate between, Schedules, Manage Schedules and Missed Inspections.
Tap on the Manage Schedules tab and then tap on the New Schedule button at the top right of the screen and the New Schedule window will appear.
Assigned User
When creating a schedule, as default, you will be named as the Assigned User. The assigned user is the person who will be assigned to carry out the scheduled inspection.
You have the option to assign the inspection schedule to another user within your organisation. To change the assigned user, simply tap on the Assigned User field and a user list will appear and you can select another user from your organisation if there is one. Alternatively, tap on the blue Clear button at the far right of the Assigned User field and this will remove your name from the field. You then want to tap on the Assigned User field and a user list will appear and you can select another user from your organisation.
Repeat Schedule
Tap on the dropdown to choose the schedule inspection period.
Start Date / Due Date
When creating a schedule, as default, the Start Date field will display today's date. Tap on the start date field and a calendar will pop up and select which date you would like to start the schedule.
The Due Date field is auto populated depending on the selection you made on the repeat schedule dropdown. For instance, if you selected fortnightly in the dropdown, the date displayed will be 14 days from the start date. This is known as your Schedule Window and you will have 14 days to carry out your scheduled inspection until the next schedule is created.
Time
Tap on the time dropdown and select a time from the list when you want to start your scheduled inspection.
Create Schedule
After you have imputed all your information into the Add Schedule window tap on the blue Save button to create the inspection schedule.
To Pause or Delete the inspection schedule hover over the schedule row and the Pause and Delete buttons become visible.
Schedules Tab
After you have created your schedule, you will see the schedule in the list below. The schedule will be greyed out until the start of the schedule window and will appear under the Available now header. You will only be able to start the scheduled inspection during the Schedule Window.
The newly created schedule will be displayed on the list under the Manage Schedules tab. From here, hover your mouse over the row and the Delete and Pause buttons will appear. Tap on either button to delete or pause the schedule.
