Pending Inspections: Room/Asset/Group Types

By assigning Pending Inspections Via a Room, Asset, or Group Type, an administrator can assign an Inspection Schedule to any Room, Asset, or Group that is assigned a type. This way a whole selection of Rooms, Assets, or Groups can be set on a schedule without having to individually assign the Inspection Schedule. These options can be done by an administrator through the Data Manager page from the Left Navigation Pane.

Room Type

For a Room Type, navigate to the (1) Room Type Tab in Data Manager, and search for the Room Type you wish to set up on an inspection schedule. Then click on the (2) Red Calendar Check Assign Insp Icon.

From the Template Assignment screen choose the template to assign to the Room Type from the drop-down menu, then Click Add Template. Multiple templates can be added to the Room Type in the event that different inspections need to be conducted at stagger times.

Once the templates have been selected and added, the Schedule frequencies and assignable parties can be selected:

Monthly First: The Inspection will be conducted at the beginning of the month
Monthly Last: The Inspection will be conducted at the end of the month
Cycle (Days): The Inspection will happen at intervals of set days (Good for Quarterly, Bi-annually)
Assign Inspector: Select a specific Inspector to be assigned the inspection

To remove a template, form the list, click on the Red Trash Can next to the templates name

Any Inspector who has inspections assigned to them will see them in the Pending Inspections Page from the Left Navigation Menu.

Asset Type

For a Asset Type, navigate to the (1) Asset Tab, and go to the (2) Asset Type Tab in Data Manager, and search for the Asset Type you wish to set up on an inspection schedule. Then click on the (3) Red Calendar Check Assign Insp Icon.

From the Template Assignment screen choose the template to assign to the Asset Type from the drop-down menu, then Click Add Template. Multiple templates can be added to the Asset Type in the event that different inspections need to be conducted at stagger times.

Once the templates have been selected and added, the Schedule frequencies and assignable parties can be selected:

Monthly First: The Inspection will be conducted at the beginning of the month
Monthly Last: The Inspection will be conducted at the end of the month
Cycle (Days): The Inspection will happen at intervals of set days (Good for Quarterly, Bi-annually)
Assign Inspector: Select a specific Inspector to be assigned the inspection.

To remove a template, form the list, click on the Red Trash Can next to the templates name

Any Inspector who has inspections assigned to them will see them in the Pending Inspections Page from the Left Navigation Menu.

Group Type

For a Group Type, navigate to the (1) Group Type Tab, in Data Manager, and search for the Asset Type you wish to set up on an inspection schedule. Then click on the (2) Red Calendar Check Assign Insp Icon.

From the Template Assignment screen choose the template to assign to the Group Type from the drop-down menu, then Click Add Template. Multiple templates can be added to the Group Type in the event that different inspections need to be conducted at stagger times.

One the templates have been selected and added, the Schedule frequencies and assignable parties can be selected:

Monthly First: The Inspection will be conducted at the beginning of the month
Monthly Last: The Inspection will be conducted at the end of the month
Cycle (Days): The Inspection will happen at intervals of set days (Good for Quarterly, Bi-annually)
Assign Inspector: Select a specific Inspector to be assigned the inspection