Scheduler

Scheduler allows you to plan audits and permit requirement actions ahead of time. To create a new scheduled obligation, Simply follow the steps below.

Go the the facility that you would like to schedule an obligation for, and click on the Scheduler tab

At the top of the resulting page, click on the Create Obligation button

Enter an appropriate title for your obligation, and select whether it is an audit or a permit obligation. For scheduled audits you will then need to select the company template that should be used. For permit obligations you will then need to attach the relevant documents.

Next select a responsible person, and if applicable attach an asset to the obligation.

 

Now it is time to schedule your obligation. First, choose whether it is a one off obligation, an obligation that will generate only one task, or repeating obligation, an obligation that will generate tasks at regular intervals.

For one off obligations, you can set the date of the task using the Starting date field that appears.

For a repeating obligation, set the date of the first task using the starting date field, and then use the frequency field to determine how often it should repeat.

You can also set start and end date for repeating obligations using the obligation expires field.

Next you can add any additional information in the Summary and Reporting Requirements fields, and select the users who should have access to the obligation. Once you have finished, click Save to create your obligation.

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