---
title: Monthly Schedules
description: "# **Monthly Schedules** Monthly schedules in uAuditor allow organizations to automatically assign inspection tasks on a specific day each month at a defined time. This helps ensure recurring operational, compliance, and performance inspections are completed consistently without manual scheduling. Monthly…"
url: "https://uauditor.com/help-center/scheduled-inspections/scheduling-configuration/monthly-schedules/"
updated: "2026-05-03"
category: Scheduled Inspections / Scheduling Configuration
---

# Monthly Schedules

# **Monthly Schedules**

Monthly schedules in uAuditor allow organizations to automatically assign inspection tasks on a specific day each month at a defined time. This helps ensure recurring operational, compliance, and performance inspections are completed consistently without manual scheduling.

Monthly schedules are ideal for inspections that support periodic reviews and long-term monitoring activities.

## **When to Use Monthly Schedules**

Monthly schedules are commonly used for inspections that follow structured monthly review cycles.

Typical examples include:

- branch performance evaluations
- compliance verification checklists
- preventive maintenance inspections
- safety audits
- equipment condition assessments
- management review inspections

Using monthly schedules ensures important inspections are completed regularly across all locations.

## **How Monthly Schedules Work**

When a monthly schedule is configured:

- a specific day of the month is selected
- an assignment time is defined
- inspection tasks are generated automatically each month
- assigned inspectors receive tasks in the Tasks module
- inspections must be completed within the configured grace period

Each generated task follows the same template structure.

## **Selecting the Day of the Month**

Monthly schedules allow selecting the exact day when inspection tasks should be created.

For example:

- the 1st day of each month for compliance reporting
- the 15th day for equipment condition reviews
- the last operational day for performance evaluations

Selecting the correct day helps align inspections with reporting cycles and operational planning.

## **Setting the Assignment Time**

The assignment time determines when inspection tasks appear for inspectors.

For example:

- a schedule set for the 5th day of each month at 10:00 AM creates tasks automatically at that time
- inspectors can begin inspections immediately after assignment
- notifications are triggered if enabled

Consistent timing improves inspection completion tracking and accountability.

## **Managing Missed Monthly Inspections**

If an inspection is not completed within the defined grace period:

- the task status changes to Missed
- supervisors can monitor completion performance
- follow-up actions can be taken when necessary

Tracking missed inspections helps maintain compliance and operational visibility.

## **Updating Monthly Schedules**

Monthly schedules can be modified at any time.

You can update:

- the selected day of the month
- assignment time
- assigned inspectors
- inspection template
- grace period
- notification settings

Changes apply only to future generated inspection tasks.

## **Best Practices for Configuring Monthly Schedules**

To configure effective monthly schedules:

- align inspection timing with reporting deadlines
- assign responsible supervisors or managers
- avoid scheduling inspections on non-operational days
- enable notifications for important inspections
- review inspection completion trends regularly

Monthly schedules help organizations maintain consistent oversight of operational performance and compliance activities across locations.