Defining a periodic inspection schedule

Periodic inspection schedules generate the periodic inspections your agency conducts, such as pressure vessel inspections conducted every five years. A schedule typically includes information about the inspection type Infor Operations and Regulations will create and the interval at which Infor Operations and Regulations will create inspections of that type. You can define a schedule under the Activities and Fees node or under a milestone node. When you define a schedule under Activities and Fees, you must associate it with the milestone at which Infor Operations and Regulations adds the schedule. When you define a schedule under a milestone node, Infor Operations and Regulations automatically associates the schedule with that milestone. Under both nodes, you can associate the schedule with a formula that Infor Operations and Regulations will use to calculate whether to add the schedule to a use application at the indicated milestone.

  1. Select Use Permits > Setup > Application Workflow.
  2. In the Application Types tree, browse to the periodic inspection schedules for the correct application type or milestone.
  3. Click the Periodic Inspection Schedules node.
  4. Click Add above the grid.
  5. Specify the inspection type for this schedule in the Inspection Type field.
  6. In the Add On field, specify the milestone at which you want Infor Operations and Regulations to add this inspection schedule.
    Infor Operations and Regulations does not begin generating periodic inspections until an application reaches the indicated milestone. If you do not associate a milestone with the schedule, Infor Operations and Regulations will never schedule periodic inspections for the application.
  7. Under Recurrence, define the interval at which Infor Operations and Regulations will generate inspections.
  8. Specify any other information about the schedule.
    You can use the Add On Condition field to specify a formula that calculates whether the schedule is added at the milestone indicated in the Add On field. You can use the Assigned To field to indicate the inspector Infor Operations and Regulations will assign to inspections generated from the schedule. If you do not specify an inspector in the Assigned To field, you can select the Auto Assign check box to direct Infor Operations and Regulations to automatically assign inspectors according to your agency's assignment groups and inspection assignments as defined in Inspection Assignment Group and in Inspection Assignment. You can also use the Hold check box to exclude this schedule when the system automatically generates inspections.
  9. Click Save.