How do I edit an Inspection Schedule?

Follow this article to find out the ways you can edit your existing inspection parameters.

Shift selections are unable to be changed once an Inspection has been built. If your edits include changing which shifts are applied to an inspection, please follow the instructions on Removing the Schedule. 

Jump to Remove the Schedule section

How to edit an Inspection:

1. Navigate to the Inspection Builder page

2. Locate the Inspection you want to edit

3. Select the Edit button for that inspection

4. Edit fields that need updated information, then save your changes

Screenshot 2025-02-03 at 11.56.42 AM

Which fields can I not edit?

  • Shift

Which fields can I edit?

  • Inspection Type
  • Inspection Form
  • What is being inspected
  • Frequency
  • Inspection Assignee
  • Start Date

What are the affects of changes made to each field?

Inspection Type:

Historically Completed Inspections (Pass/Failed/NA)

Overdue Inspections Due Today Due Later In Progress Page
Keeps old Inspection Type Keeps old Inspection Type Changes to new Inspection Type Changes to new Inspection Type Type is not listed in Tickets - no affect

Inspection Form:

Historically Completed Inspections (Pass/Failed/NA)

Overdue Inspections Due Today Due Later In Progress Page
- Keeps old Inspection Form Name

- Inspection can still be viewed
- Keeps old Form Name

- Older form can still be filled in
Changes to new Form Changes to new Form Keeps old Form

What is being Inspected:

Historically Completed Inspections (Pass/Failed/NA)

Overdue Inspections Due Today Due Later In Progress Page
- Keeps old asset settings

- Inspection can be viewed
- Keeps old asset settings

- Form can still be filled out

- Overdue Today will move to new Asset
- Removes the today inspection from older asset if it has not been completed

- Moves inspection to new Asset
- Removes all future Inspections tied to the older line

- Moves to new Asset
Keeps old asset listed in ticket

Frequency:

Historically Completed Inspections (Pass/Failed/NA)

Overdue Inspections Due Today Due Later In Progress Page
No changes No changes No changes Adjusted to new frequency Frequency is not listed in Tickets - no affect

Day of the Week:

Historically Completed Inspections (Pass/Failed/NA)

Overdue Inspections Due Today Due Later In Progress Page
No changes No changes No changes No changes No changes

Assignee:

Historically Completed Inspections (Pass/Failed/NA)

Overdue Inspections Due Today Due Later In Progress Page
No changes No changes Changes to new Assignee Changes to new Assignee Inspection Assignee is not listed in Tickets - no affect

Start Date:


Historically Completed Inspections (Pass/Failed/NA)

Overdue Inspections Due Today Due Later In Progress Page
No changes No changes No changes No changes No changes

Removing a Scheduled Inspection

Step 1: Remove the schedule

  • Find the schedule you would like to edit
  • Scroll to the right and click on the remove button button
  • Click all of the checkmarks to confirm that you understand the implications of the removal
    • Based on the first checkmark "Inspections due in the past and due today will not be affected" - before deleting a schedule, you should set any "Overdue" inspections for that schedule to "N/A" or they will never be removed from the inspections schedule. 
    • To do this, open a new tab, set the "Line/Work Area" drop down to "All Inspections" and then use the Filter to find the "Overdue" inspections you want to set to "N/A".
    • The easiest way to do this is to filter the "All Inspections" list by "Status" = "Overdue". You can also filter the list of inspections further if you wish. 
    • Click on appropriate inspections and set the Inspection Results field(s) to "N/A" and Submit the form. 
  • Once you have removed the "Overdue" inspection, come back to the "Delete Inspection Schedule?" module, check the boxes and click "Delete".

Screenshot 2024-10-17 at 12.55.27 PM

Step 2: Add a new schedule

Here are some articles that will help you understand how to create a new inspection schedule: