Skip to main content

Assigning Inspectors

When an inspection needs doing, you assign it to an inspector and set a date and time slot.

The inspections list managers work from Open an inspection from here to assign an inspector and schedule it.

Assign an inspection​

  1. Open the inspection that needs assigning (from Inspections or your queue).
  2. Select Assign.
  3. Choose an inspector.
  4. Pick a date and time slot.
  5. Confirm.

The inspection now appears in that inspector's Tasks and Today's Route, and they're notified.

Checking availability​

When assigning, you can see an inspector's schedule so you don't double-book them. Pick a slot that's free and sensible for the site's location.

The live inspector map​

To coordinate during the day, open the Map. It shows where your inspectors currently are, helping you:

  • Confirm an inspector has arrived on site.
  • See who's nearby for an urgent visit.
  • Keep the day's schedule realistic.

Re-inspections​

If a case is marked not compliant, a re-inspection is usually created automatically. You assign it the same way — pick an inspector and a date.

:::tip Balancing workload Use the calendar and schedule views to spread inspections evenly across your team and avoid overloading any one inspector. :::