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