Inspections Schedules - Frequency - Weekly, Bi-Weekly, Monthly

Updated 2 days ago by Customer Service

Schedule Inspections to be created Weekly, Bi-Weekly, Monthly

Inspections can be scheduled to be automatically created. See Inspection Schedules - Overview and Accessing.

This help explains how to schedule Inspections to be created on a Weekly, Bi-Weekly or Monthly basis. See Inspection Schedules - Add/Edit/View - Schedule Details.

To schedule an Inspection to be created Weekly, Bi-Weekly or Monthly

Click in the Frequency drop down and select Weekly, Bi-Weekly or Monthly.

The form changes to show the an End On date.

Click in the First Inspection Due Date and set the due date of the first Inspection. See Entering Dates for more information.

The Inspections will be scheduled to be due based on the First Inspection Date and the Frequency. For example:

If the Frequency is Weekly and the first Due Date is Wednesday May 7, 2025. The next Inspection due date will be Wednesday, May 14, 2025, then Wednesday, May 21, 2025 and so on until the End On date is reached.

If the Frequency is Bi-Weekly and the first Due Date is Wednesday May 7, 2025. The next Inspection due date will be Wednesday, May 21, 2025, then Wednesday, June 4, 2025 and so on until the End On date is reached.

If the Frequency is Monthly and the first Due Date is Wednesday May 7, 2025. The next Inspection due date will be Wednesday, June 7, 2025, then Wednesday, July 7, 2025 and so on until the End On date is reached.

Enter the Create Before Due days. This is the number of days before the Inspection due date that the Inspection should be created (this is a required field but if nothing entered, it defaults to 0 or the same day the Inspection is Due). Note* Create Before Due does not differentiate between weekends versus weekdays. For example, an Inspection is due on a Monday, and the Create Before Due day is set to 1, the Inspection will be created on Sunday and the Inspection Date will be set to Sunday as well.

The Inspection Date will be set to the date the Inspection was created.

Click in the End On Date and set the date the last daily Inspection will be due on. See Entering Dates for more information. This can be any day of the week. Inspections will not be created past that day.
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.