- Using SafetyCulture
- Schedules
- New Schedules experience
New Schedules experience
Learn more about the new Schedules experience and how it differs from the legacy experience.What are schedules?
Gain peace of mind and take the guesswork out of managing your organization's compliance. Instead of manually tracking if the required work is done, you can create a schedule once and have its assigned checks repeat automatically at the frequency you need. This gives you a single place to monitor progress and ensure all critical inspections and tasks are completed consistently and on time.
We currently have a legacy and a new experience with the Schedules feature.
This article covers the new Schedules experience. Please ensure you're in the new experience by using the toggle on the upper-left of the Schedules page.
What’s in the new Schedules experience?
Advanced controls for timing and frequency
With granular scheduling controls, you can precisely manage any type of recurring work. Use these new options to set a 15-minute pre-start check every morning, create a seasonal maintenance program that automatically ends after six months, or coordinate a critical safety audit across multiple time zones with confidence. These powerful controls give you the flexibility to build a scheduling rhythm that perfectly fits your organization's requirements.
Streamlined scheduling across multiple sites
Managing a standardized program across multiple sites used to be time-consuming, as each site’s schedule had to be managed individually. Now, you can easily deploy and manage inspections for all your sites at once. For example, you can roll out a weekly safety check to 50 locations, and if you need to make a change, you only have to edit the main schedule. Each site is represented by a sub-schedule within the main schedule, so your changes flow down to all sites automatically, ensuring large-scale compliance is simple and consistent.
Unlike the legacy experience, when you assign a schedule to multiple sites, inherited site members are no longer included as schedule assignees.
Comprehensive progress and completion data
Gain proactive control over your operations with a more powerful schedule overview. You can now see high-level completion data for every schedule at a glance, directly from your schedule list. This allows you to instantly monitor the current progress of each schedule without having to click into each scheduled repeat.
For a more detailed breakdown, you can dive deeper into any schedule to see a full history of its activity. This view lists every repeat of a schedule, showing you if it's available, in progress, or has been completed. This replaces the old, reactive focus on only missed or late work, giving you a transparent history to easily track compliance.
How do I sign my organization up for the Early Access?
If you want to try the new experience with your organization, you can register your interest by contacting our customer support team or your customer success manager.
What are the differences between the legacy and new experiences?
New features
The new Schedules experience introduces several powerful features that were not available before.
Feature | Description |
|---|---|
True bulk management of sites | When you create a schedule for multiple sites, it is now managed as a single item. Any changes you make to this main schedule will automatically apply to the sub-schedules for each site. In the legacy experience, creating a schedule for multiple sites would result in separate, individual schedules that had to be managed one by one, which isn't really bulk management. |
Explicit time zone selection | You can now define a specific time zone when you create a schedule. This ensures consistent timing for all assignees, regardless of their account settings. This replaces the legacy behavior where a schedule’s timing depended on each user’s individual and sometimes inaccurate time zone setting. |
Automatic end dates for schedules | You now have the ability to set a schedule to end automatically. You can choose for it to end on a specific date or after a certain number of repeats have occurred. This allows you to set and forget temporary or seasonal schedules, which in the legacy experience would have continued indefinitely until you manually paused them. |
Updated experiences
Several core parts of the Schedules experience have been redesigned and enhanced to provide more control and better visibility.
Feature | Description |
|---|---|
More flexible schedule settings | The options for schedule timing and frequency have been significantly expanded. You can now schedule in 5-minute increments instead of just hourly blocks, set advanced custom frequencies, and more. |
Changes to template access | Creating a schedule no longer automatically gives assignees access to the template, especially when assignees already have access. The new experience removes this behavior to give you more control over your template access rules. |
An improved assignee experience | For assignees, the web app now includes a calendar view to see scheduled work more visually. The detail screen for each scheduled task has also been updated with more relevant information. |
Comprehensive completion data | The method for tracking schedule progress has been completely overhauled. The legacy view focused only on missed and late inspections, but you can now see the status of all schedule activity, including inspections that are available, in progress, and completed. |
Not yet available
We are continuing to develop the new Schedules experience, and some features you may have used in the legacy experiences are not yet available.
Feature | Description |
|---|---|
Visualization in Analytics | The ability to view and visualize schedule-related data within the Analytics feature is not yet included in the new experience. |
Scheduling for assets | The new experience does not yet support scheduling for assets, where selecting an asset would pre-fill it in the inspection for the assignee. |
Pausing and resuming schedules | While schedules can be configured to end, there's currently no option to temporarily pause a schedule and resume it at a later time. |
Public API support | Interacting with schedules via the SafetyCulture public API is not yet available. |
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