TR: Scheduled Inspections - Above Property Admins

Creating Scheduled Inspections

Scheduled Inspections allows you to automate routine safety, quality, and operational checks. By setting up a recurring Scheduled Inspection, the system automatically generates a questionnaire at specified intervals, ensuring consistent compliance and tracking.

Follow this guide to create and configure a new Scheduled Inspection.

Step-by-Step Guide

Navigate to Scheduled Inspections

• Log in to your Transcendent administrator dashboard.

• From the main navigation menu, select Work > Work Configuration > Manage Enterprise Activities.

• Click the Activity Type dropdown and select Inspections.

• Click on Add New + icon in the upper right of the page.

Define Basic Details

Fill in the core parameters for the inspection:

• Schedule: Select a desired schedule (e.g., Weekly, Monthly, Quarterly, etc.).

• Schedule Description: Enter a clear, descriptive name (e.g., Security Checks, Fire Safety Audit).

• Requirement: Select if the SI is Required or Suggested.

• Inspection: Click the Add New + icon and select the specific inspection (or checklist) the Engineers must use, from the Inspection Attributes dropdown menu.

• Audience: Select Manage then Add New + to either Exclude Sites, or add Additional Sites for participation. 

• Save.

Confirmation

1. Review your configurations to ensure the timing and assignments are correct.