Schedule Forms by Date and Assign

Schedule an inspection at header level by date to execute on particular dates.

To schedule forms by date:

  1. Expand the Forms module and click Scheduler on the left-side pane.
  2. In the Forms tab, click Schedule on the form that you want to schedule.

    Or

    Click the More icon and select Schedule for the selected form that you want to schedule.

  3. In the Scheduling screen, choose the By Date radio button.
    Figure 1. Schedule Inspections by Date
  4. Select the date from the calendar.
  5. In the Shifts drop-down, select the relevant shift.
  6. Select slots for the selected shift.
  7. In the Assigned To field,

    Choose the Plant radio button to assign the scheduled inspection to a plant and select the name of the plant from the drop-down.

    Or

    Choose the User radio button to assign the scheduled inspection to a technician and select the name of the technician from the drop-down.

    Or

    Choose the Unit radio button to assign the scheduled inspection to a specific unit or functional location and select the unit the drop-down.

    Or

    Choose the Position radio button to assign the scheduled inspection to a specific position and select the name of the position from the drop-down

    Choose the User Group radio button to assign the scheduled inspection to a specific user group and select the name of the user group from the drop-down.

    Or

  8. In the Inspections Generation drop-down, select the number of days you like to generate inspections at a time in advance.
  9. Click Schedule.

    A message "Inspection has been scheduled successfully" appears. Click View Inspections to see inspection details or click Close to close the pop-up.