Schedule an Inspection

Create scheduled inspections to ensure routine checks happen consistently. Assign inspections to specific users or teams with defined start dates, due dates, and recurrence patterns.

Before You Start

• You need Manager or Supervisor permissions
• Inspection templates must exist in your organization
• Users or teams you want to assign must be set up in Zeltask

Steps

Step 1: Access the Inspections module

1. Click Inspections in the left navigation bar
2. You see the main view with inspection cards
3. Click Schedule Inspection

[Screenshot: Inspections module with Schedule Inspection button highlighted]

Step 2: Select a template

1. Choose the template you want to schedule
2. The template defines the questions, sections, and conditions for this inspection type

[Screenshot: Template selection dropdown in the scheduling form]

Step 3: Set the dates

1. Start Date: When the inspection becomes available
2. Due Date: Deadline for completing the inspection

[Screenshot: Date picker fields for start and due dates]

Step 4: Configure recurrence (optional)

Choose how often this inspection should repeat:

Recurrence	Description	Additional Settings
None	One-time inspection	—
Daily	Repeats every day	—
Weekly	Repeats weekly	Select days of the week
Monthly	Repeats monthly	Select day of the month, frequency
Yearly	Repeats annually	Select month and day

Depending on your selection, additional configuration options appear:

• How many months/years between occurrences
• Which day of the month
• Which days of the week

[GIF: Configuring weekly recurrence with specific days selected]

Step 5: Configure completion options

Enable options as needed:

• Allow inspections to be completed after the scheduled date: Permits completion even if the due date has passed

[Screenshot: Completion options checkbox]

Step 6: Assign the inspection

Choose who should complete this inspection:

Assignment Type	When to Use
User	Specific person is responsible
Team	Any team member can complete it

You can assign to both a user and a team if needed.

[Screenshot: User and team assignment dropdowns]

Step 7: Submit the schedule

1. Review all settings
2. Click Submit

The scheduled inspection is created, and assigned users or teams receive a notification.

[Screenshot: Completed scheduling form ready to submit]

What Happens After Scheduling

• The inspection appears in the Scheduled Inspections view
• Assigned users and teams are notified
• On the start date, the inspection becomes available for execution
• For recurring inspections, new instances are generated automatically based on your recurrence settings

View Scheduled Inspections

To see all scheduled inspections:

1. Open the Inspections module
2. Switch to the Scheduled view
3. See all upcoming inspections with:
   • Template name
   • Description
   • ID
   • Scheduled date and time
   • Assigned users and teams
   • Questions in the inspection

[Screenshot: Scheduled inspections list view]

Tips

• Set realistic due dates that give assignees enough time to complete thoroughly
• Use weekly recurrence for routine checks like pre-shift safety inspections
• Use monthly recurrence for periodic audits and equipment reviews
• Assign to teams when any qualified member can complete the inspection
• Assign to specific users for accountability on critical inspections
• Review scheduled inspections regularly to ensure coverage