Skip to content
  • There are no suggestions because the search field is empty.

How do I schedule recurring inspections?

You can create recurring inspections that automatically schedule at regular intervals for specific locations.

Steps to create a recurring inspection

  1. Option 1: Click your profile in the bottom left corner, go to Manage Locations, and select the location where you want to add recurring inspections.

    Option 2: Use the search bar at the top left (or press Ctrl+K) and type the location name. 

  2. Go to the Shifts & Inspections tab.

  3. Scroll down to the inspections section.

  4. Click the Add Inspection button. 

Configuring the inspection schedule

  1. Enter a Description (e.g., "Monthly Inspection").

  2. Set the Frequency:

    • Every [X] Week(s): Select specific days of the week.

    • Every [X] Month(s): Select which week of the month (1st, 2nd, 3rd, 4th, or Last) and which day.

    • Every [X] Day(s) or Year(s): For daily or annual inspections.

Example: For a monthly inspection on the second Friday, select "Every 1 month", "Second week", and "Friday".

  1. Optionally, set a Time Frame for the inspection (e.g., 8:00 AM to 10:00 AM).

  2. Click Create Inspection.

The recurring inspection will now appear in your inspection schedule and will automatically generate according to the frequency you set. You can assign inspectors to it later.

 


Still need help? Contact us