How to Create an Inspection Schedule
This guide walks you through creating an inspection schedule to automate recurring inspections.
Prerequisites
Section titled “Prerequisites”- Brigade admin or organisation admin role
- Existing vehicle or equipment
- Inspection template created and active
- Understanding of inspection frequency needs
1. Navigate to Schedules
Section titled “1. Navigate to Schedules”From Vehicle/Equipment Page
Section titled “From Vehicle/Equipment Page”- Navigate to Vehicles or Equipment
- Click on the vehicle/equipment
- Click Inspection Schedules tab
- Click New Schedule button
From Schedules Dashboard
Section titled “From Schedules Dashboard”- Navigate to Inspection Schedules (if available)
- Click New Schedule
- Select vehicle or equipment
2. Select Template
Section titled “2. Select Template”Choose the inspection template:
- Click Template dropdown
- Select appropriate template
- Templates filtered by:
- Appliance type (for vehicles)
- Equipment category (for equipment)
- Active status
Note: You can only have one schedule per template per asset.
3. Set Frequency
Section titled “3. Set Frequency”Choose how often the inspection should occur:
- Inspection due every day
- Common for pre-shift vehicle checks
- Next due: 1 day after completion
Weekly
Section titled “Weekly”- Inspection due every 7 days
- Optional: Select specific day of week
- Example: Every Monday
- Common for routine equipment checks
Fortnightly
Section titled “Fortnightly”- Inspection due every 14 days
- Bi-weekly schedule
- No day-of-week option
Monthly
Section titled “Monthly”- Inspection due every month
- Optional: Select day of month (1-31)
- Example: 1st of each month
- Adjusts for months with fewer days
Quarterly
Section titled “Quarterly”- Inspection due every 3 months
- Four times per year
- No day selection
Semi-Annual
Section titled “Semi-Annual”- Inspection due every 6 months
- Twice per year
- Common for major inspections
Annual
Section titled “Annual”- Inspection due every 12 months
- Once per year
- Common for compliance inspections
Custom
Section titled “Custom”- Manually specified interval
- Enter custom number of days
- Use for special requirements
4. Configure Timing (Optional)
Section titled “4. Configure Timing (Optional)”Depending on frequency:
Day of Week (Weekly only)
Section titled “Day of Week (Weekly only)”- Select Monday through Sunday
- Inspection will be due on that day each week
- Example: Every Thursday
Day of Month (Monthly only)
Section titled “Day of Month (Monthly only)”- Select day 1-31
- Inspection due on that day each month
- Example: 15th of each month
- If day doesn’t exist (e.g., Feb 30), uses last day of month
5. Set Start Date
Section titled “5. Set Start Date”Choose when first inspection is due:
- Click Next Due Date field
- Select date from calendar
- This is when first inspection will be due
- Subsequent dates calculated from this
Tip: For existing assets, set to when next inspection should occur. For new assets, set based on commissioning date.
6. Save Schedule
Section titled “6. Save Schedule”- Review all settings
- Click Create Schedule
- Schedule is now active
After Creation
Section titled “After Creation”Verify Schedule
Section titled “Verify Schedule”Check schedule created correctly:
- View vehicle/equipment detail page
- Next Inspection Due should show your schedule date
- Status indicator shows:
- Green: Up to date
- Yellow: Due soon (within 7 days)
- Red: Overdue
View on Dashboard
Section titled “View on Dashboard”Schedule appears on:
- Vehicle/equipment detail page
- Inspection schedules list
- Dashboard (if showing upcoming inspections)
- Calendar view (if available)
Monitor Alerts
Section titled “Monitor Alerts”System will alert for:
- Due soon: Within 7 days of due date
- Overdue: Past due date
- Appears on dashboards and lists
Schedule Updates
Section titled “Schedule Updates”Automatic Updates
Section titled “Automatic Updates”When inspection is completed:
- Schedule automatically updates
last_completed_at - Next due date calculated based on frequency and completion timing
- Status indicators update
- Dashboard refreshes
Grace Period Calculation
Section titled “Grace Period Calculation”The system uses intelligent scheduling to maintain consistent inspection dates:
Within Grace Period (7 days before due date or overdue)
- Next due date calculated from original due date
- Maintains regular schedule
- Example: Monthly inspection due Jan 15
- Completed Jan 10 (5 days early): Next due Feb 15 ✓
- Completed Jan 15 (on time): Next due Feb 15 ✓
- Completed Jan 25 (10 days late): Next due Feb 15 ✓
Outside Grace Period (more than 7 days early)
- Next due date calculated from completion date
- Schedule shifts forward
- Example: Monthly inspection due Jan 15
- Completed Jan 5 (10 days early): Next due Feb 5 ⚠️
This prevents the schedule from drifting when inspections are completed at the appropriate time, while still allowing flexibility for inspections completed well in advance.
Manual Updates
Section titled “Manual Updates”Edit existing schedule:
- Navigate to schedule
- Click Edit
- Change frequency, timing, or due date
- Save changes
Pausing Schedules
Section titled “Pausing Schedules”To temporarily stop a schedule:
- Delete the schedule
- Inspection history preserved
- Create new schedule when ready to resume
Multiple Schedules
Section titled “Multiple Schedules”Assets can have multiple schedules:
Example: Vehicle
Section titled “Example: Vehicle”- Daily: Pre-shift safety check (basic template)
- Monthly: Detailed maintenance (comprehensive template)
- Annual: Compliance inspection (regulatory template)
Each schedule:
- Uses different template
- Has own frequency
- Tracks independently
- Updates separately
Example: Equipment
Section titled “Example: Equipment”- Weekly: Functionality check
- Quarterly: Detailed inspection
- Annual: Certification
Best Practices
Section titled “Best Practices”Frequency Selection
Section titled “Frequency Selection”Daily Schedules
- Critical safety items only
- Quick checks (5-15 minutes)
- Pre-shift vehicle inspections
- High-use equipment
Weekly Schedules
- Regular equipment monitoring
- Consumable checks
- Moderate-use items
- Select consistent day of week
Monthly Schedules
- Routine maintenance
- Detailed vehicle inspections
- Less critical equipment
- Choose convenient day of month
Quarterly/Annual Schedules
- Major inspections
- Compliance requirements
- Manufacturer recommendations
- Certifications and renewals
Timing Strategy
Section titled “Timing Strategy”Day of Week
- Choose less busy days
- Spread across different days for different assets
- Consider operational tempo
- Example: Monday for vehicles (start of week)
Day of Month
- Spread schedules across month
- Avoid clustering too many on same day
- Consider pay periods, other schedules
- Example: 1st, 10th, 20th for different assets
Workload Balancing
Section titled “Workload Balancing”- Don’t schedule everything same day
- Distribute inspections across week/month
- Consider team capacity
- Allow buffer time before due date
- Plan for busy/slow periods
Start Date Selection
Section titled “Start Date Selection”New Assets
- Set based on in-service date
- Example: Vehicle commissioned June 1, set monthly inspection for 1st
Existing Assets
- Set to when next inspection should occur
- Don’t backdate (creates overdue immediately)
- Align with operational needs
Template Association
Section titled “Template Association”- Match template complexity to frequency
- Daily = simple, quick templates
- Monthly/quarterly = detailed templates
- Annual = comprehensive checklists
Common Issues
Section titled “Common Issues”Duplicate Schedule Error
Section titled “Duplicate Schedule Error”If you get “Schedule already exists”:
- Asset already has schedule for this template
- One schedule per template per asset
- Edit existing schedule instead
- Or use different template
Template Not Available
Section titled “Template Not Available”If template doesn’t appear in dropdown:
- Check template is active (
is_active = true) - Verify appliance type matches vehicle
- Verify equipment category matches equipment
- Contact admin to adjust template
Wrong Due Date
Section titled “Wrong Due Date”If next due date is incorrect:
- Check frequency setting
- Verify day of week/month if applicable
- Edit schedule to adjust
- Consider if completion will reset properly
Schedule Not Appearing
Section titled “Schedule Not Appearing”If schedule doesn’t show:
- Refresh page
- Check vehicle/equipment detail page
- Verify schedule saved successfully
- Look in inspection schedules list
Monitoring Schedules
Section titled “Monitoring Schedules”Dashboard Views
Section titled “Dashboard Views”Check schedules regularly:
- Overdue: Immediate attention required
- Due Soon: Plan for upcoming week
- All Schedules: Overview of all recurring inspections
Calendar Integration
Section titled “Calendar Integration”Use calendar view (if available):
- Visual overview of inspection schedule
- Plan workload
- Identify busy periods
- Click to start inspection
Reports
Section titled “Reports”Generate schedule reports:
- Compliance rates (completed vs missed)
- Overdue trends
- Completion rates by asset or template
- Workload by day/week/month