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Inspection schedules are used to generate recurring work orders focused on assessing conditions. They help ensure regular checks are performed to identify issues early, maintain standards, and support overall operational visibility. You can create inspection schedules for assets, areas, or general.

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Inspection Schedule Configuration

Follow the steps for the schedule type you are creating.

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Asset Inspection Schedules

To create an asset inspection schedule, follow the steps outlined below.
1

Enter the building level

From the portfolio-level, navigate to the Buildings section and select a building.
2

Navigate to Schedules

Navigate to the Schedules section in the building-level sidebar.
3

Create Schedule

To create a new schedule click the + Create button.Select Inspection as the work type and choose Assets as the inspection type.Lastly, click Continue.
4

Configure General Information

Configure the required general information fields.
The selected Inspection Type dictates the configuration process.
5

Configure Scheduling Details

Configure the required scheduling details.
The selected Schedule Type dictates the configuration process.
6

Assign Assets

You can assign assets to a schedule by type or by list.
  • Asset Type – Includes all assets of that type in the schedule automatically.
  • Asset List – Allows you to select specific assets from the chosen type.
Select a method to proceed with assigning assets.
7

Assign Tasks

Assign predefined task templates for the schedule.You can select one or more task templates based on your schedule needs.
8

Finalize

Lastly, click Complete to create the schedule.

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Area Inspection Schedules

To create an area inspection schedule, follow the steps outlined below.
1

Enter the building level

From the portfolio-level, navigate to the Buildings section and select a building.
2

Navigate to Schedules

Navigate to the Schedules section in the building-level sidebar.
3

Create Schedule

To create a new schedule click the + Create button.Select Inspection as the work type and choose Area as the inspection type.Lastly, click Continue.
4

Configure General Information

Configure the required general information fields.
The selected Inspection Type dictates the configuration process.
5

Configure Scheduling Details

Configure the required scheduling details.
The selected Schedule Type dictates the configuration process.
6

Select Areas

Select the areas to include in the inspection schedule.You can include one or more areas based on your schedule needs.
7

Assign Tasks

Assign predefined task templates for the area inspection schedule.You can select one or more task templates based on your schedule needs.
8

Finalize

Lastly, click Complete to create the schedule.

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General Inspection Schedules

To create a general inspection schedule, follow the steps outlined below.
1

Enter the building level

From the portfolio-level, navigate to the Buildings section and select a building.
2

Navigate to Schedules

Navigate to the Schedules section in the building-level sidebar.
3

Create Schedule

To create a new schedule click the + Create button.Select Inspection as the work type and choose Area as the inspection type.Lastly, click Continue.
4

Configure General Information

Configure the required general information fields.
The selected Inspection Type dictates the configuration process.
5

Configure Scheduling Details

Configure the required scheduling details.
The selected Schedule Type dictates the configuration process.
6

Select Areas

Select the areas to include in the inspection schedule.You can include one or more areas based on your schedule needs.
7

Assign Tasks

Assign predefined task templates for the area inspection schedule.You can select one or more task templates based on your schedule needs.
8

Finalize

Lastly, click Complete to create the schedule.
Last modified on March 25, 2026