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.

Pending Inspections Can be manged from the Data Manager Page as an Admin

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.

Clicking on the Room details to see all information pertaining to that room.

On the Rooms detail page, find the Inspection Template Schedule and click on the yellow edit pencil.

All details can be seen here. Scroll down to find the "Inspection Template Schedule"

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.

Drop down menu of all available Templates on the site.

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

1. Monthly First: The Inspection will be conducted at the beginning of the month

2. Monthly Last: The Inspection will be conducted at the end of the month

3. Cycle (Days): The Inspection will happen at intervals of set days (Good for Quarterly, Bi-annually)

4. Assign Inspector: Select a specific Inspector to be assigned the inspection.

Each option allows for different time frames to schedule the Pending 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.

Pending inspections will be listed here for a User to see and filter out.

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.

Viewing more details give more information on a specific Asset

On the Assets detail page, find the Inspection Template Schedule and click on the yellow edit pencil.

Additional details can be viewed here.

The Inspection Template Schedule is where you can set Pending Inspections

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.

Drop down menu of all available Templates on the site.

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

1. Monthly First: The Inspection will be conducted at the beginning of the month

2. Monthly Last: The Inspection will be conducted at the end of the month

3. Cycle (Days): The Inspection will happen at intervals of set days (Good for Quarterly, Bi-annually)

4. Assign Inspector: Select a specific Inspector to be assigned the inspection.

Each option allows for different time frames to schedule the Pending 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.

Pending inspections will be listed here for a User to see and filter out.

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.

Viewing more details give more information on a specific Group

On the Group detail page, find the Inspection Template Schedule and click on the yellow edit pencil.

Additional details can be viewed here.

The Inspection Template Schedule is where you can set Pending Inspections

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.

Drop down menu of all available Templates on the site.

1. Monthly First: The Inspection will be conducted at the beginning of the month

2. Monthly Last: The Inspection will be conducted at the end of the month

3. Cycle (Days): The Inspection will happen at intervals of set days (Good for Quarterly, Bi-annually)

4. Assign Inspector: Select a specific Inspector to be assigned the inspection.

Each option allows for different time frames to schedule the Pending 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.

Pending inspections will be listed here for a User to see and filter out.

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.