- Using SafetyCulture
- Schedules
- Create and update inspection schedules
Create and update inspection schedules
Learn how to create and update inspection schedules via the web app.
What you'll need
Take note
You can only create and update inspection schedules via the web app.
If you don't have the "schedule management" permission, you'll only be able to update schedules that you've created.
Create a schedule
Select Schedule from the menu on the left-hand side.
Click
Schedule inspections on the upper-right corner of the page.Configure the schedule accordingly.
Click Create. If the schedule is assigned to more than 20 users, click Create schedule in the pop-up window.
Update a schedule
Select Schedule from the menu on the left-hand side.
Click Manage Schedules on the top of the page.
Click the schedule.
Update the schedule accordingly.
Click Update. If your schedule includes more than 20 users after editing, click Update schedule in the pop-up window.
Bulk create schedules
To bulk create schedules, the "Site" field must be used to select multiple sites. On creation, a schedule will be created for each selected site.
Select Schedule from the menu on the left-hand side.
Click
Schedule inspections on the upper-right corner of the page.Configure the schedule accordingly, ensuring you check the boxes of the sites or levels you want to create schedules for.
Click Create.
In the pop-up window, click Create schedules.
The schedules will be created in the background and you'll be notified via email once all schedules have been created.
Frequently asked questions
No, the changes made to inspection schedules only apply to the next occurrence of the schedule. For example, if I change the title of a weekly schedule, the new title applies to the schedule starting from next week.
In the "How often" section, you can choose the "Custom..." option from the dropdown menu and select the specific day of the week.
The start and end date determines the time frame in which the first scheduled inspection should be completed. The schedule will then repeat, depending on how you've set it up.
Here are a few example scenarios:
A weekly inspection where the start date is "Monday, 9:00 AM" and the end date is "Wednesday, 5:00 PM"
The first scheduled inspection can be completed at any time between Monday at 9 am and Wednesday at 5 pm. Recurring inspections, to be completed between Monday and Wednesday, will be scheduled for assignees every week until the schedule is paused.
A monthly inspection where the start date is "04/01/2023 9:00 AM" and the end date is "04/17/2023 5:00 PM"
The first scheduled inspection can be completed at any time between the 1st of April, 2023 at 9 am and the 17th of April, 2023 at 5 pm. Recurring inspections, to be completed between the 1st and the 17th of each month, will be scheduled for assignees every month until the schedule is paused.
A yearly inspection where the start date is "05/01/2023 9:00 AM" and the end date is "07/12/2023 5:00 PM"
The first scheduled inspection can be completed at any time between the 1st of May, 2023 at 9 am and the 12th of July, 2023 at 5 pm. Recurring inspections, to be completed between the 1st of May and the 12th of July each year, will be scheduled for assignees every year until the schedule is paused.
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