Who is this article for?

Administrators responsible for inspection management.

Administrator role is required.

You can predefine inspection schedules for all groups under a specific group type.

This article explains how to do that.

1. Assigning an inspection

To assign an inspection:

1. Open Administration.
2. Select Data Manager.
3. Go to Group Types.
4. Click Assign Inspection.
5. Select an Inspection Template.
6. Choose a Frequency.
7. Assign the Inspection responsible for all groups under this type.
8. Click Save.

Once saved, all groups of that group type will automatically follow the same inspection schedule.

Example

All Clinical Research groups may be scheduled for monthly housekeeping inspections, while Equipment Maintenance groups are scheduled quarterly.