How to setup inspection series (California)

From the Building Detail screen, click the Inspections tab

Click +New Inspection

The click Repeat to create a recurring instance of the inspection

NOTE: You will now see a progress tracker at the top of the screen that walks you through the steps and information needed to set up an inspection series

Step 1: Details

Add pricing information (optional), set a default technician (optional), set an end date for the inspection series * (optional), and select the AES forms that are needed from the External Forms section (frequencies are set on next screen)

* Please Note: all inspection series are by default set to end 5 years in advance. All users will be notified 60 days prior to the end of the inspection series - regardless if the date is adjusted or remains set to five years in the future.

When done, click the Next button on the bottom right of the screen

Step 2: Frequencies

Click the checkbox next to each frequency that applies to the items selected in Step 1

When done, click the Next button on the bottom right of the screen

Step 3: Next Inspections 

Select from drop-down the month the next inspection will take place for each frequency selected in Step 2

When done, click the Next button on the bottom right of the screen

Step 4: Preview

You will now see a preview of your series duration and what frequency will be set for each month

If the preview is correct, click Create Inspections

If you need to make any adjustments click Back

>>>> Once inspections are created for this series you will be redirected back to the Building Detail screen

To view the inspections, click the Inspections tab on the Building

You will now see the inspections listed on the screen in the Pending status for the first of the month they are due

>>>>If additional Inspection Series are needed (i.e. fire alarms vs sprinklers, different technicians) repeat the process outlined above