The Serenity Inspections module allows organizations to automate recurring inspections across multiple locations or entities using inspection schedules. This functionality is especially useful for routine activities such as monthly safety audits, quarterly compliance reviews, or annual operational assessments.
Who Can Schedule Inspections?
Only users who are the template owner or have the template editor role are authorized to create and manage inspection schedules.
Why Use Scheduling?
With schedules, users can ensure consistent and timely execution of inspections across a variety of entities, including:
Establishments
Zones
Processes
Vehicles
Assets
Organizational Units
Once a schedule is active, the system will automatically generate inspection tasks according to the specified frequency and parameters.
⚠️ Warning:
Schedules can generate a large number of inspection tasks at once—especially when multiple entity types or broad filters are used. Always review the entity selection step carefully before submission to avoid unexpected system load or assignment volume.
Scheduling Inspections
The scheduling interface guides you through a five-step process:
Frequency
Set the recurrence interval (e.g., every 1 month).
Define the first occurrence start/due dates.
Optionally, lock inspections to always be due on the last day of the month.
Entity Types
Choose which entity types to apply the inspection to (e.g., establishments, zones, processes).
Filters
Determine how to filter the selected entity types:
All active entities
Manually selected entities: Select specific entities to include in the schedule
Advanced filters based on custom logic: Define filter conditions to identify in scope entities
Entities
Preview and confirm the specific entities that will receive recurring inspection tasks.
Assignment
Choose how to assign tasks:
Assign to a user
Assign all tasks to a single user
Assign to user on the entity record (e.g., the “Managed by” field)
Assign to group
Assign all tasks to a single group
Assign to group on the entity record (e.g., the “EHS Group” field)