Creating a group inspection schedule

Select Asset Management > Assets > [Asst Module].

On the correct asset type tab, under , click Create Group Inspection Schedule.

Specify the correct asset group in the Asset Group field.

If the correct asset type isn't displayed, select it from the Asset list.

In the Inspection Type field, specify the identification code for the type of inspections you want to schedule.

Under , select an option from the Reschedule By list.

If you select Completion Date, Infor Public Sector schedules inspections based on the completion date of the previously generated inspection. If you select this option, you must wait until each inspection is completed before you can schedule the next one. If you select Scheduled Date, Infor Public Sector schedules inspections based on the scheduled date of the previously generated inspection, regardless of whether the inspection is completed.

Using the Schedule Type list and Interval field, specify the interval between group inspections generated under this schedule.

The schedule type indicates whether Infor Public Sector will schedule the inspections on a daily, weekly, or monthly basis. For example, if you specify Monthly as the schedule type and 3 as the interval, Infor Public Sector will schedule inspections for assets in the asset group every three months until the Cycle To date. Note that Infor Public Sector uses the last day of the month as the scheduled date for monthly schedules.

Specify a date in the Next Scheduled field.

This is the scheduled date for the first group inspections that you generate based on this schedule. Note that the date you select will determine the scheduled dates of subsequent group inspections. For example, let's say you set your schedule to generate group inspections every two months between October 1 and April 30, that you selected Scheduled Date from the Reschedule By list, and that you specified December 15 as the Next Scheduled date. If you generate group inspections for this schedule through April 30, Infor Public Sector will generate group inspections with scheduled dates of December 15, February 15, and April 15. Note that this example assumes that you didn't select the End of Month check box and did select the Weekdays, Holidays, and Weekends check boxes.

In the Cycle From and Cycle To fields, specify the date range during which you want to schedule inspections.

Infor Public Sector will schedule no inspections outside of this date range. If you leave the Cycle From field blank, Infor Public Sector uses today's date.

Under , select the check boxes to indicate the types of days on which Infor Public Sector can schedule inspections.

This list describes the results of clicking each check box.

Weekdays: Allows Infor Public Sector to schedule inspections on weekdays if you choose Days as the schedule type.
Holidays: Allows Infor Public Sector to schedule inspections on holidays if you choose Days as the schedule type.
Weekends: Allows Infor Public Sector to schedule inspections on weekends if you choose Days as the schedule type.
End of Month: Allows Infor Public Sector to schedule inspections on the last valid day of the month if you choose Months as the schedule type. What Infor Public Sector considers to be the last day of the month depends on the other scheduling options that are selected. For example, if the last day of the month is a Saturday and the schedule allows weekday but not weekend scheduling, Infor Public Sector will schedule inspections for the last Friday of that month.

Note: If you’re not ready to activate the schedule, you can select Schedule is On-Hold. Infor Public Sector will not generate inspections for schedules that have been placed on hold.

Click Save.

Infor Public Sector saves the schedule and shows an identification number and a message that the inspection schedule was completed successfully. You can click the Group Inspection Schedule # link to view and edit the schedule in the Group Inspection Schedule InfoViewer.