Planning section of the Inspection form

Planning section of the Inspection form

Similar questions:  How to set up the frequency that inspection will appear in the To-Do list of users with certain roles? How to set up specific planning for certain points of the inspection?
  1. In the  module within  find the inspection topic that you wish to specify for certain units. Click on the form in the list to open it.
  2. Within the Planning section above the form it is possible to arrange 
 for all sections and Inspection Points of the form. Specific planning is done in the end of Inspection Point field. Clicking on  will open a window to set up General planning for certain role:

  1. Set up the Role (select from the drop-down list) and Inspection frequency (weekly or monthly). Click on  and this record will appear in the list, pending deployment.


  1. This will set up the weekly notification in the Activity section of mobile application CONFORMiT Control to inspect all sections of current inspection form on a weekly basis (or monthly if selected) for all users with the selected role (unless this form is limited to certain units).
  2. Repeat this planning for other user roles if necessary to inspect this form by more that one role. Once done click on  under the topic name and select whether you wish changes to be applied to future inspections only or to those that have been done already using this form.


  1. In order to set up the specific planning for certain inspection points of the form, go into these inspection points and activate the  button, which will add section for this inspection point specifically, where you may set up frequency of inspecting this item by users of selected roles


  1. These changes will be reflected in Specific planning section above the form:


  1. A reminder  means that changes that you see are not pushed yet to the mobile application. Therefore, don’t forget to deploy them