Mastering templates

Recurring inspections

2 min read

Some inspections come back by law or by contract: the fire extinguishers every month, the kitchen every day, the lifts every year. In Schedule → New recurring inspection choose the template, what it is for (a client, a site, an asset), and how it repeats:

• every so many days;
• every so many weeks, on the days you choose;
• every so many months, on a day of the month (in a shorter month, its last day);
• every so many years, on the day it starts (29 February comes back on the 28th).

The rule shows in words with its next three days as you write it. Add a day it ends, if it does, and its reminder.

When its day comes, it shows on Home under what is due. Start now opens its checklist, linked to the schedule, and the schedule moves on to its next day. A missed day is not owed twice: one inspection catches up. Skip this one moves on without an inspection. Edit changes, pauses or deletes it.