Description

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).

A Schedule can be quite complex, involving multiple Inspectors/Auditors and multiple Checklist Templates over multiple time intervals. Once a Schedule is submitted, the assigned Inspectors/Auditors will receive email notifications of their new scheduled items.

Each scheduled item will appear on the Auditor/Inspector’s Tasks grid. For example, a Schedule for one year’s worth of monthly tank inspections using a single Checklist Template for 50 tanks will result in 12 scheduled items appearing in the Inspector’s Tasks grid – one for each month. Each scheduled item will contain a grid of the 50 tanks with an inspection Checklist for each tank. You must click on each Checklist to record inspection results for the respective tank. Once the Checklists are submitted, each Checklist is stored in the Completed Checklists submenu.

To Create a Schedule

1: Go to Audits/Inspections | Scheduling and click on the button link above the grid New Schedule.

2: General Information - Fill in information as appropriate using care to ensure that all of the required fields are addressed. When complete, click Next at the bottom of the screen.

3: Select EMS Data - This screen is optional dependent on a selection in the previous screen.

4: Assign Templates - Select the option to Add Template. Choose options on the following screen that are appropriate to the desired template. Again, be sure to provide input to all required fields. Then click Save. Once completed, you can repeat this process to add additional templates or click Next to define the frequency of this inspection under recurrence.

5: Recurrence - Select the options that you want and click Next.