How do I schedule a new Inspection?

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{Alex Silber}
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Once the inspection template has been created you can schedule the inspection to fire immediately or on a predetermined frequency. This section describes how to schedule an inspection.

To schedule an inspection:

1. Click Go To > Inspections > Inspections Template Manager.

2. Select the name of the template, and then click Schedule Inspection.

Note: To schedule a newly created inspection select the 'Schedule tab'after configuring questions.

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3. Select if you wish to activate the inspection for a Single Day or if you wish to schedule it on a recurring frequency. For a scheduled inspection, selectan occurrence, the start date, frequency, and end date.

Note: If you wish to activate the inspection for the current day select the'Single Day' option to select the day as inspections can only be scheduledfor a future date.

4. (Optional) Edit the inspection name that will appear when generated.

5. Insert a target number of days to complete once the inspection isgenerated. The number of days to complete will generate a due date for each inspection once active.

6. Select the Building(s) and Assignee for the inspection(s).

Note: To activate to multiple properties add assignments by clicking the(+) icon.

7. Click Activate Inspection.


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