Inspection Schedules - Add/Edit/View - Schedule Details

Updated 3 weeks ago by Customer Service

Schedule Details

The Schedule Details section is where the Inspection Schedule name is entered, the Inspection Template to use is selected and the schedule for the inspection creation(s) is setup.

This help pertains to the Schedule Details section of the Inspection Schedules. For the Inspection Defaults section, see Inspection Schedules - Add/Edit/View - Inspection Defaults.

From the Inspection Schedules - Add or Inspection Schedules - View/Edit form, add or change the Schedule Details as described below:

Name

The Name of the Inspection Schedule. This is a required field. Note* The Name of the Inspection itself will be populated from the Inspection Template selected (see below). This is just the name of the Inspection Schedule.

Template

The Template to use as the basis for creating the Inspection. This is a required field. See Settings - Inspections for more information. The Inspection will be populated with by this template.

Click in the drop down. A list of the Inspection Templates display (in alphabetical order)
Select the Template from the list.

Frequency

First Inspection Due

Create Before Due

End On

Inspection Days

This is the frequency and other scheduling information for how many/when Inspections should be automatically created and be due. This can be once, daily, weekly, bi-weekly or monthly.

Depending on the Frequency selection, the form may change to show additional information.

For scheduling Inspections to be created once, see Inspections Schedules - Frequency - Once.

For scheduling Inspections to be created daily, see Inspections Schedules - Frequency - Daily.

For scheduling Inspections to be created Weekly, Bi-Weekly or Monthly, see Inspections Schedules - Frequency - Weekly, Bi-Weekly, Monthly.

Add, Edit or View additional information on the Inspection, see More Information below.
OR
Click the Save button when all the changes have been made. For more information on how the Inspection is created from the Inspection Schedule, see Inspection Schedules - Creating the Inspection.
OR
Click the Close button to not make the changes.
OR
If editing an Inspection Schedule, the Inspection can be deleted directly from this form, click the Delete button.