How to plan an inspection
Through the inspections calendar
- Open the Inspections calendar
- Select the desired checklist template from the drop-down list
- Click on a free date in the calendar.
When the pop-up message appears, confirm to plan an inspection on the selected day.
Through the inspections board
- Open the Inspections board
- Click on the Create checklist button
- The menu to create inspection will open. Fill all the required fields — date, template, store.
Confirm to plan an inspection by clicking Create.
If unable to plan an inspection, the account may be lacking some roles or settings. Read more about it here.