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 that you want to plan an inspection on the selected day.
Through the inspections board
- Open the Inspections board
- Click on the Create checklist button
- The inspection creation menu will open, fill all the required fields — date, template, store.
Confirm that you want to plan an inspection by clicking Create.
|If you are unable to plan an inspection, your account may be lacking some roles or settings. Read more about it in this article.|