To schedule your inspection, find the inspections tab within the desired Equipment Pool.
Click into the inspection you would like to schedule and click on Manage. Your inspection must have steps configured.
You will see a basic inspection scheduler that allows you to schedule inspections daily, weekly, monthly, or annually. If inspection schedule interval varies, you can utilize the option to ‘Allow personnel to set the date of the next inspection’.
For more advanced scheduling features, update to ‘Enhanced Scheduling’. The enhanced scheduling option allows you more flexibility to schedule inspections for specific time of day, specific day of the week, plus more!
Tips for Success:
- Inspections will be configured to be due by the end of the day unless you provide an hour and minute.
- Due Soon reminders are required. If an inspection is completed before the ‘Due Soon’ reminder is indicated for the piece of equipment, the completed inspection will not advance the next due date. You must see the ‘Due Soon’ reminder prior to completing the inspection so the next due date can be calculated.
- Scenario – Inspection is scheduled weekly on Thursday with a Due Soon reminder 1 day in advance. Inspection will be due by midnight on Thursday and the user will see a ‘Due Soon’ reminder Wednesday and Thursday.
- Scenario – Inspection is scheduled daily. Inspection is due by midnight and the user will see a ‘Due Soon’ reminder starting at 12:01 AM the day the inspection is due.