Yearly Schedules

Yearly schedules in uAuditor allow organizations to automatically assign inspection tasks once per year on a specific date and time. These schedules are typically used for strategic reviews, compliance audits, and recurring annual verification activities.

Yearly scheduling ensures important inspections are not overlooked and remain aligned with long-term operational planning requirements.

When to Use Yearly Schedules

Yearly schedules are ideal for inspections that support annual compliance and performance evaluation cycles.

Common examples include:

• annual safety audits
• regulatory compliance inspections
• certification readiness checks
• facility condition assessments
• equipment lifecycle inspections
• annual operational performance reviews

Using yearly schedules helps ensure critical inspections are completed on time every year.

How Yearly Schedules Work

When a yearly schedule is configured:

• a specific month is selected
• a day within that month is defined
• an assignment time is set
• inspection tasks are generated automatically once per year
• assigned inspectors receive the task in the Tasks module
• inspections must be completed within the configured grace period

Each generated task follows the same template structure.

Selecting the Month and Day

Yearly schedules allow selecting the exact calendar date for inspection assignment.

For example:

• January 1 for annual operational readiness verification
• June 30 for mid-year compliance assessments
• December 31 for end-of-year performance reviews

Selecting the correct date helps align inspections with regulatory deadlines or organizational reporting timelines.

Setting the Assignment Time

The assignment time determines when the inspection task becomes available.

For example:

• a schedule set for March 15 at 9:00 AM creates the inspection task automatically on that date each year
• inspectors can begin the inspection immediately after assignment
• notifications are sent at the scheduled time if enabled

Consistent scheduling improves inspection tracking and planning accuracy.

Managing Missed Yearly Inspections

If the assigned inspection is not completed within the grace period:

• the task status changes to Missed
• supervisors can review completion performance
• corrective follow-up actions can be initiated when required

Monitoring missed annual inspections helps maintain compliance readiness.

Updating Yearly Schedules

Yearly schedules can be updated at any time.

You can modify:

• selected month
• selected day
• assignment time
• assigned inspectors
• inspection template
• grace period
• notification settings

Changes apply only to future generated inspection tasks.

Best Practices for Configuring Yearly Schedules

To configure effective yearly schedules:

• align inspections with regulatory deadlines
• assign responsible supervisors early
• allow sufficient grace periods for completion
• enable notifications for critical inspections
• review schedule status before audit seasons

Yearly schedules help organizations maintain long-term compliance visibility and ensure essential inspections are completed consistently each year.