Scheduler allows you to plan Audits and Internal Obligation actions ahead of time. To create a new scheduled obligation, follow the steps below.
Click on the scheduler tab of the facility that you would like to schedule an obligation at.
On the resulting page, click Add Internal Obligation.
Enter an appropriate Title for your obligation, and select the Type of scheduled action, i.e. whether it is an Audit or an Internal Obligation
- For Scheduled Audits you will then need to select the company template that should be used.
- For Internal Obligations you will then need to attach the relevant documents.
Next select a Responsible Party, and if applicable attach equipment 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 action, or a Repeating obligation, an obligation that will generate actions at regular intervals.
For One-Off obligations, you can set the date of the action using the Starting date field that appears.
For a Repeating Obligation, set the date of the first action 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 click Save, the actions associated with your obligations will be created. For Repeating Obligations, the first 15 actions will be created immediately, and the rest will be created 15 days before they are due.
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