Modify Selected Inspection Template Schedule

This task is used to modify the schedules on an Inspection Template.

Prerequisites to complete task correctly.

• Inspection Template has already been created.

How do you get here?

System Administration Maintenance Setup   Select the Templates - Inspections Table Modify Selected Inspection Template Schedule

or

Community Detail Maintenance Templates Modify Selected Inspection Template Schedule

To Modify the Schedules for the Inspection Template:

1. Add/maintain the necessary schedules of when Inspection should be created for the Inspection Template.

   • If this Inspection Template is meant to only be added to an Event Template or used manually with the Create New Inspection task, click Finished.

2. Define a Template Schedule by selecting the:

   • Comm/Co (Community, Management Company or Maintenance Company) the schedule is for.

   • Frequency of the Schedule.  Your choices are:

   • • Daily

     • Weekly

     • Bi-Weekly

     • Monthly

     • Quarterly

     • Semi-Annually

     • Yearly

     • Once

     • Never

   • Next Date - select the first "Next Date" you want the Inspection to be created for

   • End Date - select the date you want the Template Schedule to expire on.  Leave blank to set the expiration of the schedule to never.

   • Generate Days Before - set the number of days before the Next Date you want the Inspection to be created

   • Due Date Days After - set the number of days after the Inspection is created for the work to be Due (Due Date of the Inspection)

   • Time Estimate - enter the time estimate to perform the Inspection.  This estimate will flow to all Inspections created from the template.

   • Project Generation - select the "Organize by Project" parameter and then set whether to:

   • • Generate New Projects based on a selected frequency (daily to never) and

     • • Never means always generate the work to the same project.

     • If a Project Frequency is selected, you can select an existing Project Number to use for this template.

     • • If set to None, a new Project Number will be generated with the first work and then used for all subsequent work.

3. Depending on which Community, Management Company or Maintenance Company selected for the Template Schedule, select where to Schedule Work In.

4. Click the Save link to add your first schedule.  Use the Add and Delete links until you have defined all the schedules for the Inspection Template.

   • Always be sure to use the Save link before adding a new schedule.

   • Please Note - if an Inspection Schedule is created for a community that does not have the Locations and Location Items defined for it (Maintenance > Maintenance Definition for Community, Building, Unit or Amenity), then an Inspection will not be created for the community even when it is scheduled for that community.

5. Click the Generate Work Now link to create all inspections for the currently selected schedule and locations.  Clicking this link will generate the work and move the Next Date to the next date based on the frequency selected above.

6. Click Finished when you have added all the necessary Schedules for this Inspection Template.

Related Topics:

Modify Selected Inspection Template

Delete a Template