Creating a New Recurring Inspection
Go to the inspections dashboard by selecting "Inspections" on the sidebar to the left of the page. Then click on the "Recurring" tab, and select the "+ New Recurring Inspection" button at the top right part of the screen. The "Create New Recurring Inspection" popup will appear.
- Choose the frequency for the scheduled inspection (see details below).
- Select your inspection template from the dropdown menu.
- Choose your property (most users will only have access to one property).
- You can choose a unit by starting to type either the unit number or the resident's name. You can also leave the unit number field empty for inspections on the property grounds.
- You can assign a technician or admin to the inspection now if you know who will be doing the inspection, or you can do this later.
- Click on the "Create New Recurring Inspection" button to finish the process.
Recurring Inspection Frequency
The first step in creating a recurring inspection is choosing the frequency of the recurrence.
There are three options:
- Weekly: Choose from the days of the week
- Monthly: Choose from the days of the month
- Annually: Choose from the days of the year
For weekly recurring inspections, you can select one or more days of the week on which the inspection will repeat.
For monthly inspections, you can choose to repeat the inspection on a specific day or days, for example, the 1st and the 15th of every month.
For annual recurrence, you can select a single day of the year or multiple days. For example, if you have an inspection that needs to happen every quarter.
