Inspection schedule form

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • 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.
    Tabelle : 1. Inspection details
    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.
    Hinweis:
    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
    Tabelle : 2. Duration details
    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.