The Schedules page allows administrators to assign and manage inspections, tasks, and acknowledgments.

What you see may vary based on your role and account permissions.

Opening the Schedules Page

Select Schedules from the left navigation menu.

The page has three tabs:

• Inspections
• Tasks
• Acknowledgments

Select a tab to view that type of schedule.

Inspections

The Inspections tab shows inspections scheduled across your organization. You can view important details such as the inspection name, due date, assigned user, site, status, and submission date.

Inspection Statuses

• Assigned: The inspection has not been started.
• In Progress: The assigned user has started the inspection.
• Action Requested: The inspection was returned for changes.
• Approved: The inspection was reviewed and approved.

Scheduling an Inspection

1. Select Schedule Inspection.
2. Choose an inspection template.
3. Review or update the inspection name and instructions.
4. Select a Coverage Board Category if the inspection should appear on the Dashboard’s Coverage Board.
5. Choose the site where the inspection will take place.
6. Assign the inspection to individual users or a group.
7. Attach an asset if the inspection is for a specific piece of equipment.
8. Select a due date.
9. Set a recurring schedule if the inspection needs to repeat.
10. Review the information and select Schedule.

Select Save as Draft if you are not ready to assign the inspection.

If the template you need is unavailable, create or add it from the Templates page first.

Reviewing an Inspection

Select View Entry to review a submitted inspection.

You can view:

• Responses
• Notes
• Uploaded photos
• Signatures
• Submission details

Select Site History to review previous inspection activity for the same location.

Creating an Inspection Report

From the Inspection Entry page:

1. Choose whether to hide statuses, images, or notes.
2. Select PDF or CSV.
3. Select Generate Report.
4. Download or share the completed report.

Tasks

The Tasks tab shows action items assigned throughout your organization. Each task may display its priority, due date, assigned user, site, and status.

Scheduling a Task

1. Select Schedule Task.
2. Enter the task name.
3. Choose a task type:
   • General
   • Maintenance
   • Log
4. Select the priority.
5. Choose a site or asset, when needed.
6. Assign the task to individual users or a group.
7. Add clear instructions.
8. Attach any helpful documents.
9. Select a due date.
10. Add required signatures or a recurring schedule, if needed.
11. Select Schedule Task.

Select Save as Draft if the task is not ready to be assigned.

A Maintenance task must be connected to an asset. A Log task must be connected to an active log that has already been created.

Reviewing a Task

Select View Entry to review the task’s details, notes, attachments, progress, and required signatures.

If available, select Download Report to save a copy of the task entry.

Acknowledgments

The Acknowledgments tab shows policies, documents, or notices assigned to users for review and confirmation.

Acknowledgment Statuses

• Assigned: The user has not completed the acknowledgment.
• Approved: The acknowledgment has been completed.
• Review: The user submitted a file that requires administrator review.

Scheduling an Acknowledgment

1. Select Schedule Acknowledgment.
2. Enter a name and instructions.
3. Choose a site, or make it organization-wide.
4. Assign it to individual users or a group.
5. Attach the document users need to review.
6. Require a file upload if users must submit a form or other document.
7. Choose a due date.
8. Add a recurring schedule if needed.
9. Select Publish & Assign.

Select Save as Draft if you are not ready to assign it.

Reviewing an Acknowledgment

Select View Entry to review a completed acknowledgment.

If a file was submitted, select Review to open the file and approve the submission.

Searching and Managing Schedules

Each tab includes tools to help you find and manage assignments:

• Use Search to find an item by name.
• Select Show Filters to filter by details such as site, user, status, or due date.
• Select Show Overdue to view assignments that are past due.
• Select Clear All Filters to return to the complete list.
• Select Show Fields to choose which columns appear.
• Select a column heading to sort the list.

The Actions menu may allow you to:

• Edit or duplicate a schedule.
• View a submitted entry.
• Generate a report.
• Review site history.
• Archive an item.

Select Show Archived to view schedules that are no longer active.

Helpful Tips

• Confirm the correct site and assigned users before scheduling.
• Use clear names and instructions so users understand what to complete.
• Use recurring schedules for routine work.
• Use Save as Draft when an assignment is not ready.
• Review overdue and submitted assignments regularly.
• If a user, group, or option is missing, contact your InspectU administrator.