Inspections can often be planned for, and in some cases, occur on a regular basis. When scheduling inspections, you can create recurring schedules of an existing Inspection Project Template. You can also schedule a single instance of an inspection for a date in the future.

• Required User Permissions

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  Additional Information:Show / Hide Details

  • Schedules group by template: Inspection schedules automatically group by their associated template.

  • Set creation lead times: You can choose how many days before the due date an inspection instance is created.

  • Working days apply: Due dates automatically adjust to your project's configured working days.

  • Edit fields in the template: You must modify the Type, Trade, and Description fields directly within the inspection template itself.

  • To create a inspection schedules for equipment, you must first configure the following settings:

    • The Equipment tool must be enabled for your project. See Add and Remove Project Tools.

    • Equipment records must be added to your project. See Add or Remove Equipment from Projects.

    • Equipment must be enabled on your configurable fieldset for inspections. See Edit Configurable Fieldsets.

• Create a Company Level Inspections Template

• Add Company Level Inspection Templates to Your Project OR Create a Project Level Inspection Template

1. Navigate to the Project level Inspections tool.

2. Click Create.
   Note: If your company doesn't have Company level inspection templates set up, you will first need to create an inspection template before this button will be active.

3. Select Inspection Schedule.

4. From the drop-down menu, select a default inspection template from the list of templates.
   Note: You must Add an Inspection Template to Your Project if you haven't done this yet.

5.  

   Enter the relevant information for each field. Show/Hide Fields

   • Name. Enter a name for the inspection schedule.

   • Frequency. How often you want the schedule to be created.

   • First Inspection Due Date. The due date of the first inspection.

   • Days Created Before Due Date. The lead time (in days) required to automatically create the inspection instance before its due date.

   • End By. The date when the inspection schedule stops creating new instances.

6.  

   Enter the relevant inspection information for each field. Show/Hide Fields

   • Location. Choose the exact physical area on the jobsite where this inspection takes place.

   • Distribution. Select additional team members who should receive notifications and updates about this inspection.

   • Private. Check this box to restrict visibility to only admins, assignees, and specific list members.

   • Spec Section. Link the inspection to a specific project specification number from your contract documents.

   • Assignee(s). Select the individual person or people responsible for carrying out the inspection.

   • Responsible Contractor. Choose the subcontracting company whose work is being inspected.

   • Point of Contact. Select the specific person from the responsible contractor's team for coordination.

   • Description. Add detailed notes, instructions, or background information about what this inspection entails.

   • Attachments. Upload or drag and drop relevant files, drawings, or reference photos.

7. Click Create.

8. Optional: Under Inspection Items Preview, review the inspection items and their response options.

9. Click Create.