How to Edit an Inspection Series

Inspection series help you manage recurring inspections efficiently. If changes need to be made to an existing series, Inspect Point gives you multiple ways to locate and update it—whether you're adjusting the full schedule or just a single inspection.

📍 How to Find an Inspection Series

You can access an inspection series from several places in Inspect Point:

From the Building

• Navigate to the Building
• Open the Inspection Series tab
• Select the inspection series you want to update

From the Navigation Menu

• Go to the Inspections tab
• Click the ellipsis (⋯) on an inspection
• Select Inspection Series
• Locate the series and click the Series ID

From an Individual Inspection

• Open any inspection in the series
• On the Inspection Details page, locate the Related section at the top
• Click the linked Inspection Series

Once you're on the inspection series page, you can extend, cancel, or move the series.

🔄 Moving an Inspection Series

If you need to shift the schedule forward or backward, you can move the entire inspection series at once.

How it works:

1. Open the Inspection Series
2. Select Move Series
3. Choose whether you want to move the series forward or backward
4. Enter the number of months to shift the schedule
5. Confirm the change

Example: If an annual inspection is scheduled for February 1 and you move the series forward by 2 months, future inspections will now be scheduled for April 1 instead. The entire series is shifted based on the criteria you select.

🧩 Editing an Inspection Series

You can also make changes to an individual inspection within a series, and choose how the updates are applied.

To do so:

1. Head to an inspection within a series and from the Inspection Details page, select Edit
2. Make your updates, such as:
   • Adding or removing inspection items
   • Updating the Technician Instructions 
3. Click Update 
4. Choosing How the Update Is Applied
   • After clicking Update, a confirmation pop-up will appear asking how the change should be applied. You'll be able to choose one of the following options:
     • Update this inspection only — Applies changes to the selected inspection only.
     • Update all instances of this inspection frequency — Applies changes to all inspections of the same frequency (for example, all quarterly inspections) within the series.
     • Update all instances of this inspection — Applies changes to the entire inspection series.

Important: When updating multiple inspections, changes apply only to pending inspections in the series. Scheduled and Completed inspections are not modified.