Inspection schedule form
Safety inspection manager can use the inspection schedule form to set up a recurring workplace safety inspection.
For information on setting up an inspection schedule, see Set up a safety inspection schedule.
| Field | Description |
|---|---|
| Short description | Brief description about this safety inspection schedule. |
| Active | Option for marking the inspection schedule available for use. An inspection schedule must be active to be used. |
| Inspection format | Format in which this inspection is carried out.- Digital: The assigned person completes the inspection electronically via the selected smart assessment or survey within the application. - Paper: The assigned person completes the inspection on paper and uploads a photo or document of the completed inspection as an attachment to the inspection record. |
| Assessment type | Type of digital assessment to be conducted for this inspection.This field appears only when Inspection format is set as Digital. |
| Smart Assessment Template | Smart assessment template to be used to complete this inspection.Only the templates with the Assessment targets field set to Inspection [sn_hs_rm_inspection] table are available in this list. Use smart assessment templates available with the application or build new ones with the Smart Assessment Engine. For more information, see Configure a Smart Assessment template. This field appears only when Inspection format is set as Digital and Assessment type is set as Smart Assessment. |
| Inspection survey | Inspection survey to be completed for this inspection. Select the survey to use.Only the surveys with the Source table field set to Inspection [sn_hs_rm_inspection] table are available in this list. Use surveys available with the application or build new ones with the Survey designer. You can also associate any of your pre-built surveys with inspection records in Health and Safety Risk Management. For more information, see Configure a safety inspection or audit survey. This field appears only when Inspection format is set as Digital and Assessment type is set as Survey. |
| Assignment group | User group this inspection is assigned to. Only members of this group can view and take the smart assessment or survey. |
| Assigned to | User this inspection is assigned to. |
| Location | Location that this safety inspection applies to. |
| Assets | Assets that this inspection is related to. For example, the inspection needs to be conducted on these assets.Note: The assets field appears only when Expanded Model and Asset Classes [sn_ent] application is installed. For more information, see Additional features in Health and Safety |
| Field | Description |
|---|---|
| Start date | Date when an inspection record is first created for this schedule. |
| End date | Date when the last inspection record is created for this schedule. |
| Frequency | Frequency between the start and end date at which the system generates an inspection record such as daily, weekly, or monthly. |
| Months to generate | Months when the recurring inspection records should be generated. When you enter a date range covering an entire year with a monthly frequency, you can select which particular months to generate inspection records for—The inspection doesn't have to happen every month. This field appears only when Frequency is set as Monthly. |
| Survey expiration period | Number of days for the smart assessment or survey to expire after its start date. |
Parent Topic:Health and Safety Risk Management reference