Setting a Planned Inspection Date

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Initially, inspection dates need to be fed into the planning process via the Item Details screen of the required asset:

 

1.Highlight the appropriate schedule from the Site List and select "Schedule Schedule For" from the Side Bar.
2.Double-click on the asset for which an inspection is to be planned (to open the relevant Item Details page).
3.Toggle Edit Mode to ON.
4.Click into the Planned Date Thorough field and pick the planned date of inspection from the drop-down calendar. (NOTE: Where the Due Date Thorough field has been completed, the Planned Date can be set no later than the Due Date).
5.Click into the Planned Date Working field and repeat the process. (NOTE: Again, where a Due Date Working has been set, the Planned Date of the working inspection can be no later than the Due Date).
6.Click Save to save the changes.

 

Once the initial dates have been input, it is possible to amend them either via the Item Details screen (simply by changing the date from the drop-down calendar in the appropriate field) or via the Inspection Planning screen.  (NOTE: The Planned Date of inspection can be no later than the Due Date of inspection):

 

1.Highlight the appropriate schedule from the Site List and select "Schedule Schedule For" from the Side Bar.
2.Click on the asset for which the planned inspection dates are to be edited.
3.Select "Insp planning Insp. Planning For" from the Side Bar.
4.Toggle Edit Mode to ON.
5.Right-click on the arrowhead icon of the inspection to be re-planned.
6.A drop-down calendar will open.
7.Select the new date (scrolling through the calendar as required).
8.Click OK to change the date of inspection, or Cancel to abandon the process.
9.Save the changes by clicking the Save icon.