Getting started with inspection scheduling

Inspection scheduling helps teams plan out inspections with specific due dates. It’s a great way to make sure everyone’s on the same page about when, where, and how often inspections should be done.

Types of inspections to schedule

Before we start, it's important to understand the two scenarios where you'll schedule inspections:

One-time inspections remind your team to do an inspection (or set of inspections) on a specific date. If you are just starting to schedule inspections, we recommend starting with one-time inspections until you have a firm process in place.

Examples:

  • Scheduling a group of inspections due on the last day of the month.
  • Scheduling one particular inspection at a particular location.
  • Handling inspections that routinely change, such as performing a Standard inspection this week, but a Detailed inspection the following week.

Recurring inspection schedules help you organize a series of recurring inspections due each period. Use recurring inspections used when the schedule isn't going to change for the foreseeable future.

Examples:

  • A weekly "End of Week" inspection due every Friday.
  • A bi-monthly inspection due on the 15th and last day of each month.
  • Complex schedules, such as inspections due on the 2nd and 4th Tuesday of each month.
Inspectors using the latest iOS mobile app will see a list of scheduled inspections on the Scheduled tab in the app. For all other inspectors, OrangeQC will automatically mark the scheduled inspection completed when they perform an inspection with the same site and form.

Getting started

Inspection scheduling is done inside of the Schedule tab. (If you don't see this tab, please contact our support or your administrator to check that you have the correct permissions.)
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