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.
