Inspection schedules in Prism allows property managers to efficiently plan and manage routine inspections. This guide will walk you through the steps of setting up inspection schedules and editing existing schedules.
Adding Schedules
- Click the Inspections tab and navigate to the Schedules feature.
- Click the Add Schedule button in the top right corner of the page.
- Fill in the details for the schedule like name and inspection type. You can add estimated labor time, but this is optional. You can also add a minimum score target, but this is optional.
Click "Add Question" under Questions to add questions to be completed during the inspection. This step is required.
When finished, click Continue to Properties.
- Select a property or properties for the schedule by clicking the toggle. You can assign a default assignee for the schedule as a whole, as well as per property. If there is no assignee specified per property, the task will assign to the Default Assignee. When done click Continue to Schedule.
- Select a frequency, start date, due time, and when the schedule ends. If you would like to exclude weekends, click the toggle. When finished, click Continue to Preview to view a preview of the template.
This is also where you would turn on Notifications for Inspections. Toggling on "Enable Notifications" will notify the assignee of the Inspection whenever a new task fires.
- When finished with all sections, click Save for later to save the schedule as a draft OR click Start Schedule to activate.
Editing Schedules
- Click the Inspections tab and navigate to the Schedules feature.
- Click on the Inspection ID of the inspection you want to edit
- Edit each section of the schedule, moving to the next section by clicking Continue to Preview at the bottom of the page to save your work