Schedules can be a one-time Compliance Audit, a recurrent monthly Inspection, or some other Task for which you want to record results using a Checklist. Schedules can be used for Internal or External Evaluations, and you can relate one or more Checklist Templates to a set of EMS Items (Locations, Practices, or Equipment).
Schedules can be added to the Schedules grid via the “New Schedule” button.
The Query icon and its dropdown menu are found to the right and directly above all major grids. The Query icon opens the query form where queries of the data in the grid beneath are performed.
If you wish to save a query for use in the future, immediately click on the Active Query icon and a "Save As" link will appear on the top right of the Query form. Click on "Save As", name the query and click "Save". The name of the query will now appear under the Query icon dropdown. To activate the saved query, click on the triangle to the right of the icon and select the query. This is a friendly method to make frequently used queries easy to access with just a single click of the mouse.
The Print icon and its dropdown menu are found next to the Query icon directly above all major grids. The Print icon opens the print form where exports of the data in the grid beneath are performed.
The Query Schedules Grid Form allows you to query/filter data in the grid by specific fields. Once you enter a word, part of a key word, date(s) of interest, select value(s) from a dropdown list, or any combination of these, click on “Search” and the grid will filter to reveal your queried data.