Setting up the Assessment Schedule

Ready to set some goals? The 'Assessment Schedule' page is where you can plan ahead for upcoming inspections, and set targets based on frequency and organizational requirements.

To start, select your assessment name from the dropdown list:

Then, select the time period and desired frequency. This will be the planned number of assessments intended to be completed over the specified period (Ex: 2 inspections per year, per location)

Lastly, choose the role (auditor) and select the desired locations (in this case we selected 'All). This tells the system that any user with the 'auditor' role can complete an inspection at the following locations:

Once finished, hit 'Create' and the data will populate below with a quick summary:

Here we can see that Bobby and Coby (auditors) are each responsible to complete 60 inspections over the year (30 locations, 2 inspections per location). This data will automatically populate into the 'planned' area on the completion dashboard, and will allow you to track completion rates across the organization.

Repeat the above steps for any additional evaluations you wish to track. To learn more about the completion dashboard click here.