Schedule a New Inspection:
To schedule an upcoming inspection for an establishment first navigate to that establishments page and select the New Inspection tab on their profile.
Once on the New Inspections tab, in the Scheduled Inspections section, select the Inspection Template, Assigned Inspector (can select "none"), and Scheduled Inspection Date from the Scheduled Inspection section. When finished select Save Scheduled Inspection.
Note: Any city user can complete an inspection regardless of who the inspection was assigned to.
The scheduled inspection will now appear at the top of the profile under the New Inspection tab. To edit the scheduled inspection select the small grey pencil icon next to the scheduled inspection information.
To delete the scheduled inspection select the small red trash can icon in the upper right hand corner next to the scheduled inspection information.
Note: Creating a new inspection normally on an establishment with a previously scheduled inspection will NOT affect the scheduled inspection.
Completing a Scheduled Inspection/Scheduling Next Inspection:
To complete a scheduled inspection either access the scheduled inspection directly from the establishment's page, or through the inspections tab. More details for searching for specific scheduled inspections are below.
When accessing the scheduled inspection directly from the establishment's page select the New Inspections tab and the scheduled inspection will appear at the top of the page. Select Begin Scheduled Inspection to begin the inspection.
If accessing the inspection from the Inspections tab, simply select the Reference No of the inspection and select Begin Scheduled Inspection.
When finished either select Save to save your progress and come back later to close the inspection, or Close to close the inspection.
Once the inspection is closed there will be an option on the inspection summary to either Open the inspection or Schedule Next Inspection.
When Schedule Next Inspection is selected it will open a dropdown prompting the user to select the Inspection template, Assigned Inspector, and Scheduled Inspection Date.
Searching for Scheduled Inspections:
There are multiple ways to search for scheduled inspections. First of all you can navigate directly to the establishment page and begin the inspection from there. However there are multiple ways to search and sort establishments based on scheduled inspections.
Searching from the Establishment Tab:
From your SwiftComply dashboard navigate to the Establishments tab. In the search area there is an option to search among establishments "With Inspections" and a dropdown menu. Select either All, Scheduled or Not Scheduled. Select Scheduled to search among establishments with scheduled inspections. This search filter can be used in combination with any existing search filters.
Searching from the Inspections Tab:
Select the Inspections tab from your SwiftComply Dashboard. In the search area there is a Status section with a drop down menu. This refers to the inspection status. The choices are All, In Progress, Completed, and Scheduled. Select Scheduled to search among establishments with scheduled inspections. This filter can be used in combination with any existing filters in that section to search for a scheduled inspection.
There is also the Scheduled At filter that allows you to search among inspections based on their scheduled date. Selecting "#of days/months/years" will populate further dropdowns allowing you to select the numbered unit, and whether you're searching in the past or in the future.
From the Inspections tab you are also able to search by the assigned inspector. Clicking in the search box will populate a list of inspectors. Begin typing the first few letters of the inspectors email address and select the one you need from the drop down menu.