How to plan an inspection


    Through the inspections calendar

    1. Open the Inspections calendar
    2. Select the desired checklist template from the drop-down list
    3. 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

    1. Open the Inspections board
    2. Click on the Create checklist button
    3. 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. 
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