This article covers how to create, edit, and disable recurring Inspection Schedules.

 

Creating a Schedule

  • Choose the Property you're working under, and then select Inspections, then Schedules from the left sidebar in Manage

  • Next, click New Schedule in the top right

  • Select a template for your scheduled inspection.

    • The title will become the default inspection title.

    • From here you can click on the title to re-name the inspection if you wish.

  • Apply the scheduled inspections(s) to the unit you need to inspect.

  • Select the inspection frequency.

    • It may be Days, Weeks, Months, or Years

    • Make sure to indicate when it is Available to Start.

  • Mark your inspection expired at a specific date, or overdue.

    • Expired will render the inspection inaccessible at the end of the expiration date.

    • Past Due option will allow inspectors to complete an inspection past the inspection’s due date.

  • Make sure the Schedule is Enabled and Save the Schedule.

  • Adjust the frequency and availability of the scheduled inspection by clicking on Schedules in the left sidebar and choosing from the different options available. 

 

Editing a Schedule

  • Choose the Property you're working under, and then select Inspections, then Schedules from the left sidebar in Manage

  • Next click New Schedule in the top right

  • Click on a scheduled inspection

  • Make your edits and be sure to save your changes by clicking the Save button

 

Disabling a Schedule

  • Choose the Property you're working under, and then select Inspections, then Schedules from the left sidebar in Manage

  • Next click New Schedule in the top right

  • Click on a scheduled inspection

  • Navigate to the Schedule tab (the last page in the tab).

    • You may need to scroll to the bottom where you’ll see the option to enable or disable the schedule.

  • Toggle the switch to disable the schedule

  • Make sure to save your changes by clicking the Save button

  • The schedule will now be disabled

    • Any outstanding scheduled inspections generated will still exits and can be completed.

    • Upon the due date passing, no inspections will be generated.


Finding a Schedule

  • You can search for a schedule using the search bar at the top of the Schedules page


Adjusting Time Zones

  • Navigate to the overview page for the folder

  • Click Actions in the top right corner

  • Click Set Timezone from the dropdown menu and make your changes


Deleting a Schedule

  • Choose the Property you're working under, and then select Schedules from the left sidebar in Manage

  • Click the checkbox next to the schedule you’d like to delete

  • Select Delete Schedule in the right sidebar menu and accept

Was this article helpful?
0 out of 0 found this helpful