Schedule a recurring inspection

You will send an inspection on a repeat to people, assets, groups or contractor companies.

AdminSite ManagerAll plans

What you'll need

  • A published template (see Create and publish a template).

Steps

  1. 1

    Open Schedules and select Create schedule.

    Schedules — Create schedule highlighted1
  2. 2

    Enter a Name, for example Forklift Pre-use Check, and choose the Template, for example Forklift pre-use.

    Create schedule — Name and Template highlighted2
  3. 3

    Choose Users, Assets, Groups or Contractor companies under Type, then pick who or what it's for.

    Create schedule — Type highlighted3
  4. 4

    Set the Frequency to Weekly and pick the Days of week.

    Create schedule — Frequency and Days of week highlighted4
  5. 5

    Set the Due time and Start date.

    Create schedule — Due time and Start date highlighted5
  6. 6

    Choose the Site (optional), then select Create schedule.

    Create schedule — Create schedule highlighted6
  7. 7

    Open the schedule and check Upcoming / recent occurrences.

    Schedule — Upcoming / recent occurrences highlighted7
  8. 8

    Select Full activity to see every past and future occurrence.

    Schedule — Full activity highlighted8

What's next

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Updated 13 Oct 2026