Creating the inspection
Find out how to assign and schedule an inspection to a user.
The inspection feature is designed to easily control processes. You can manage, assign, and check inspections for users from your organisation in one place.
Create an inspection
- Click the Plus button on the Dashboard or select the Inspection option in the main menu and then click the Plus button.
- Enter the Name of inspection (use easy to-recognize name).
- Set the Start date.
- Choose the Repeat option from: No repeat, Each day, Each week, Each month, Each Year),
- (Optional) Set End date (option only available for repeat inspections).
- Choose the Site.
- Assign the inspection to the User.
- Choose the template of inspection.
- Click the Save button.
Take notice. If you cannot find a user in the list, check that they are assigned to the selected site. If you cannot find the template, check its permission settings.