Keywords

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Schedule Items Grid

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Once a Schedule has been submitted, the assigned inspectors or auditors receive email notifications of their new Scheduled Items. Each Scheduled Item appears on their Tasks grid. These Scheduled Items also appear on the Schedule Items grid associated with the Schedule.

The Schedule Items grid shows a list of all Scheduled Items related to this Schedule. This includes Schedule Items for all Users that have been assigned to complete the Evaluation(s) associated with the Schedule and for all types of Checklist Templates associated with the Schedule.

alt textQuery icon:

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 alt text 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.

Query Schedule Items Grid Form

Description

The Query Schedule Items 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 a value from the dropdown list, or any combination of these, click on “Search” and the grid will filter to reveal your queried data.

Definitions

  1. Template: This field filters for the name of the Checklist Template.
  2. Evaluation Type: This field filters for the type of evaluation (Compliance Audit, EMS Audit, Inspection, or Other).
  3. Due___to___: This field filters for the date that the Schedule Item is due.
  4. Assigned To: This field filters for the name of the User that was tasked with this Schedule Item.
  5. Complete: This field filters for whether or not the Schedule Item was Completed (select “Yes”) or not (select “No”).