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Setting an inspection schedule for an organisation
Who is this article for?
Administrators responsible for inspection management within organisations or departments.
Administrator role is required.
Within each organisation or department, you can set a schedule for specific inspection templates.
This article explains how to do that.
1. Setting a schedule
To set an inspection template schedule:
- Click Assign Inspection.
- Choose an Inspection Template.
- Select a Frequency.
- Assign an Inspector.
- Apply the inspection to one or more object types.
These are defined in the table below. - Click Save.
| Field | Link | Description |
|---|---|---|
| Rooms | Room Type | Schedule inspections across all rooms of that type. You can also schedule these at room level. |
| Assets | Asset Type | Schedule inspections across all assets of that type. |
| Groups | Group Type | Schedule inspections for all groups of that type. |
| PI | Principal Investigator | Automatically includes all PIs listed on the organisation or department roster. |
Example
An EHS team at a university may schedule monthly Wet Lab inspections, whilst a manufacturer may schedule quarterly CNC Machine checks.