Create an Inspection Schedule

Inspections can often be planned for, and in some cases, occur on a regular basis. When scheduling inspections, you can create recurring schedules of an existing Inspection Project Template. You can also schedule a single instance of an inspection for a date in the future.

• Required User Permissions

• Additional Information:

  • Schedules are grouped by template.

  • You can define the number of days before the due date that they want the inspection instance to be created.

  • Inspection due dates respect Working Days if they are configured.

  • Edits to Type, Trade, and Description must be made in the Inspection Template.

  • To create a inspection schedules for equipment, you must first configure the following settings:

    • The Equipment tool must be enabled for your project. See Add and Remove Project Tools.

    • Equipment records must be added to your project. See Add or Remove Equipment from Projects.

    • Equipment must be enabled on your configurable fieldset for inspections. See Edit Configurable Fieldsets.

1. Create a Company Level Inspections Template

2. Add Company Level Inspection Templates to Your Project
   OR
   Create a Project Level Inspection Template

1. Navigate to the Project level Inspections tool.

2. Click Create .
   Note: If your company does not yet have Company level inspection templates set up, you will first need to create an inspection template before this button will be active.

3. Select Inspection Schedule.

4. Select a default inspection template from your list of templates from the drop-down menu.
   Note: Templates must be added to your project. See Add an Inspection Template to Your Project.

5. Enter the Schedule Information.

6. Fill out any fields that are specific to your project.

7. Click Create.

8. Optional: Under Inspection Items Preview, review the inspection items and their response options.

9. Click Create.