🗓️ Set up an inspection once, and Vyer creates each round on its start date, assigns it and tells whoever does it. You need the Editor role or higher.
Create the inspection
Click Add new in the toolbar at the bottom of the map and choose Inspection, or Add new at the top of the Inspections topic.
Select a location for the inspection: the whole site, one building or one floor.
Select or create an inspection type, for example Fire safety inspection or Filter change. A new organization starts with a set of types; Admins and Owners add more under Manage inspection types in the same picker.
Click Add inspection. Give it a title and, under General instructions, write what applies to the whole round.
Add the tasks
Import tasks adds one task per asset: pick the asset types under Select types to import, and every asset of those types on the location becomes an inspection task, with the type's default instructions and subtasks.
Add inspection task adds a single check: name it, write Instructions, and place it on the map or connect it to an asset or a space.
Give a task Subtasks to collect answers: a checkbox, a text, a number or a list of options. A subtask marked mandatory has to be filled in before the task can be completed. Save instructions and subtasks for the asset type makes what you wrote the default for every future task of that type. Reorder with Move up and Move down, or Group inspection tasks by floor.
Set the schedule and the assignee
Click Edit inspection schedule. Set the Start date and the Length the round may take, in days, weeks, months or years.
Choose how often: Every day, week, month or year, every other, or every few, on chosen weekdays or a day of the month. Choose Schedule by start date or due date. Leave it Non-recurring for a one-off.
The card shows Next inspection will be created automatically on the start date, with its due date. To start a round today, click Start inspection now.
Set the Assignee. They get an email when a round is created and assigned, and see it under Inspections.
Reuse it
Copy inspection in the three-dot menu copies the inspection to one or more sites you pick under Location, with its type, instructions and schedule. Include inspection tasks takes the tasks and their subtasks along; tasks placed on the map or connected to an asset only follow a copy within the same site. Import inspection tasks adds one task per asset of the types you pick on each new site. The copy is named after the site and the inspection type, has no assignee yet, and starts without data field values.
If it doesn't work
Import tasks finds nothing
There are no assets of those types on the location yet. Place the assets first, then import.
The assignee has not heard anything
A round is created on its start date, not when you save. Check the date on the card, or click Start inspection now.
I cannot add an inspection type
Admins and Owners manage inspection types. Ask one, or pick an existing type.
