Pending Inspections: Specific Room/Asset/Group
Pending Inspections are a way for inspections to be scheduled future assessment on a reoccurring basis. These can be scheduled based upon the type of inspection being done, down to individual Rooms/Assets/Groups.
Specific Rooms
If a particular instance of a Room, Asset, or Group needs to be set on inspection schedule, an administrator can achieve this by going through the Data Manager screen.
For a specific Room, navigate to the (1) Room Tab in Data Manager, and search for the room you wish to set up on an inspection schedule. Then click on the (2) Blue Room Details Icon.
On the Rooms detail page, find the Inspection Template Schedule and click on the yellow edit pencil.
From the Template Assignment screen choose the template to assign to the Room from the drop-down menu, then Click Add Template. Multiple templates can be added to the Room, in the event that different inspections need to be conducted at staggered 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.
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.
If a user has been given specific Inspection Permission for the Room in question, they can view all Inspections Pending on that Room, and can perform any of the pending inspections on that Room
Specific Assets
For a specific Asset, navigate to the (1) Asset Tab in Data Manager, and search for the Asset you wish to set up on an inspection schedule. Then click on the (2) Blue View Details Icon.
On the Assets detail page, find the Inspection Template Schedule and click on the yellow edit pencil.
From the Template Assignment screen choose the template to assign to the Asset from the drop-down menu, then Click Add Template. Multiple templates can be added to the Asset 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.
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.
If a user has been given specific Inspection Permission for the Asset in question, they can view all Inspections Pending on that Asset, and can perform any of the pending inspections on that Asset.
Specific Groups
For a specific Group, navigate to the (1) Group Tab in Data Manager, and search for the Group you wish to set up on an inspection schedule. Then click on the (2) Blue View Details Icon.
On the Group detail page, find the Inspection Template Schedule and click on the yellow edit pencil.
From the Template Assignment screen choose the template to assign to the Group from the drop-down menu, then Click Add Template. Multiple templates can be added to the Group in the event that different inspections need to be conducted at stagger times.
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.
If a user has been given specific Inspection Permission for the Group in question, they can view all Inspections Pending on that Group, and can perform any of the pending inspections on that Group.
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