Scheduled Inspections

The ComplyFlow Inspection Module has a scheduling function for when an Inspection is required on a regular basis. Scheduled Inspections can be assigned to specific users, a Site, or a Staff Category and set to repeat at intervals (configured in the Inspection Template).

Scheduled Inspections work with our Native Apps (iOS and Android) that you can download from the Play Store and App Store.

To create a schedule for your Inspections, you first need to create a Template:

1. Navigate to Inspection > Templates > Create Template.

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2. Next, select the Program and Site for your Template and provide a Title and then select Continue

3. You will need to create your Inspection Template and setup the checklist items before updating the Schedule. For example:

4. After saving the checklist navigate to Templates view (left menu) and select Manage > Settings / Schedule option from the Action column:

You will then be redirected to the Advanced Settings Tab we can you modify additional settings for the Template and schedule Inspections.

The Advanced Settings slide-over allows you to modify a range of configuration options for each Template.

It’s common for an Inspection to be assigned to any member of the Senior Leadership Team to undertake a site walk on any asset every 3months.

The above settings will schedule an Inspection for the Senior Leadership Team to undertake on any asset every three months. If anyone in the Senior Leadership Teams completes the Inspection, the requirement has been met.

Another common scenario is to require a site inspection, such as a monthly pest or racking Inspection, to be carried out.

These settings will require anyone assigned to the site to complete an inspection at least once a month. This would typically be paired with a Staff Category so there is some accountability.

If you must assign an Inspection to an individual, you can do that, too. An example may be to do an ergonomic assessment of your workstation once a year, which would be assigned to individuals who work from home.

We would always recommend creating a Staff Category to reduce the ongoing maintenance of moving people in and out of the Scheduled Inspection and not using this feature unless you have to.

In most cases, a combination of Sites / Users will be required to fine-tune your Inspection Schedule.

This will schedule an Inspection to be carried out by all Supervisors on All Sites.

Combinations are redundant and should be avoided when assigning to Select Users. There is no need to assign a Site combination here, as the Inspection is assigned to the User.

The User will receive a notification on their Dashboard 7 days after the due date, and their Inspection App will show pending Scheduled Inspections. Dashboard Notifications are emailed to users once a week.

You can update the schedule from the Templates view (left menu) and select the Manage > Settings / Schedule option from the Action column.

You can also select Remove from Schedule to prevent further inspections from being generated.

The Inspection List displays all inspections from the schedule and the status and can be filtered by the following statuses:

Status Indicates inspection has been done

Status indicates the Inspection has been started but not finished

Status indicates the due date for the scheduled inspection has passed

Status Indicates a Scheduled Inspection has not yet fallen due and has not yet started