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How do I Schedule Inspections and/or Action Items? 

To schedule an inspection in eCompliance, select “Scheduler” on the Inspections homepage.

Next, select the form that you would like to create a schedule for from the drop-down list of your inspection templates.

A schedule can only be created for published inspections.

Inspection_Scheduler.png

On the “Create Schedule” page you can set the details for the inspection scheduler. Use the dropdown menu in the “Inspection Form” field to change the inspection template: 

Inspection_Scheduler_create.png

The schedule is related to the form which is tied to a specific site, or sites. Ensure that you are editing the right forms.

When setting the frequency details, the inspection schedule can be set for:

- One Time: inspection should be completed just once

- Every Day: inspection should be completed every day

- Certain Days in the Week: inspection should be completed on certain days every week

- Certain Days in the Month: inspection should be completed on certain days every month

- Every Quarter: inspection should be completed once every 90 days

- Every Year: inspection should be completed once a year (every 365 days)

Managing Scheduled Inspections

To view your schedule listing select “Scheduler” on the “Inspections” page followed by “Manage Scheduled Inspections”:


Inspection_Scheduler_Manage.png

Saved inspection forms that have schedules associated with them can be viewed in the “Active” tab. This contains all of the active schedules.

To modify a schedule for an inspection form click to view the schedule details. Each schedule has a “Schedule Activity” section at the bottom of the form which displays important information about that schedule.

 



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