Inspections User Guide

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{Ellery Curran}
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Adding Schedules 

  1. Click the Inspections tab and navigate to the Schedules feature.  
  2. Click the Add Schedule button in the top right corner of the page.

  1. 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 section under Questions to add questions to be completed during the inspection. When finished, click Continue to Properties. 

  1. Select a property or properties for the schedule by clicking the toggle. You can assign a default assignee for the schedule, 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.

  1. 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.

  1. When finished with all sections, click Save for later to save the schedule as a draft OR click Start Schedule to activate.  

Screen_Shot_2022-10-07_at_2.50.55_PM.png

 

Editing Schedules 

  1. Click the Inspections tab and navigate to the Schedules feature. 
  2. Click on the Inspection ID of the inspection you want to edit 

  1. 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 

Screen_Shot_2022-10-07_at_2.59.20_PM.png

Filtering the Schedule Grid 

  1. Click the Inspections tab and navigate to the Schedule feature. 
  2. Click the filter button above the grid.
  3. Sort by Filters, Columns, or Pre-Saved Layouts

To create a layout, select the filters or columns you want to see, then click Save Layout at the bottom of the menu to easily access that view for later.  

 

Cloning a Schedule 

  1. Click the Inspections tab and navigate to the Schedule feature.
  2. Find the schedule you would like to clone within the grid, then click into it to open 
  3. In the top right corner, click on Actions to access the dropdown menuScreen_Shot_2022-10-07_at_3.04.10_PM.png
  4. Click Clone from the drop down. It will create a draft in the grid that you can go back into and edit appropriately 
  5. You can also click "Clone" at the bottom right of the page on the schedule

 

Deactivating a Schedule 

  1. Click the Inspections tab and navigate to the Schedule feature.
  2. Find the schedule you would like to clone within the grid, then click into it to open 
  3. In the top right corner, click on Actions to access the dropdown menu
  4. Screen_Shot_2022-10-07_at_3.08.18_PM.png
  5. Click Deactivate from the drop down. (We do not recommend deleting inspection schedules. If you are looking to "delete" a schedule, deactivating it will remove it from the grid) 

Pausing a Schedule

  1. Click the Inspections tab and navigate to the Schedules feature. 
  2. Find an active template you would like to pause within the grid, then click on it to open the schedule  
  3. In the bottom right, click on the Pause Schedule button

 

 

 

 

 

 

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