Create a recurring inspection schedule

Use recurring inspection schedules when you have a routine due date for inspections that doesn't change (weekly, monthly, quarterly, etc).

(If your schedule changes a lot, we instead recommend scheduling one-time inspections.)

To create a new recurring inspection schedule:

1. Click the Schedule tab.
2. Click "View Schedules."
3. Click "New Schedule" in the upper right-hand corner and choose if you want a weekly or monthly inspection. (You'll adjust the exact cadence later.) This will bring up the "Schedule recurring inspections" form.
4. Title: Name the inspection. Keep it simple, such as "End-of-Month Audit" or "John's Wednesday Inspections."
5. Inspection Form(s): Select the form(s) you want the inspector to use.

6. Location: Choose the areas you want to inspect from the location picker. If the location you choose has sub-areas, it will automatically schedule the same inspection for all sub-areas where that form has also been assigned. You do not need to check individual sub-areas if the area they're beneath has been checked.

   Review the box that appears to the right of or below the location picker to see how many scheduled inspections your selections create.

7. Assigned to: (Optional) Assign the scheduled inspection to a particular person or group. This will not restrict other users from performing it, but designates who's primarily responsible.
8. Starts at: Choose a date when the schedule should begin. By default, it's set to today's date. Inspections will be scheduled for the next time their scheduled day comes around.
9. Period and day of week: Use these fields to set the schedule.
10. Save. The scheduler may take a few moments to plan the upcoming scheduled inspections.

When you're reviewing scheduled inspections, you'll only see scheduled inspections for until the end of the upcoming month. Inspections further in the future will be calculated in the following month.