Inspection plans
Open Inspection Plans, set up a maintenance inspection template, review generated inspection forms, and open a maintenance request from the result when the product offers that.
Inspection Plans is the menu name for this screen. The template list title is Maintenance Inspection Templates. Plans create recurring inspection forms. A form is the checklist a supervisor fills in the field.
Plans and inspection forms
Above the tabs, use Filters to search by plan name or narrow the list by status, service, frequency, asset, property, request type, priority, plan owner, and whether the plan opens a maintenance request. The same Filters band stays on Generation activity and narrows that log. There you can also filter by generation status, number of attempts, and due date. Clear the filters when nothing matches. The choices stay in the page address when you move between those two tabs, so a refresh keeps them. The Inspection forms tab keeps its own filters.
Under Inspection Plans, create a template with the question types the wizard shows. Do not invent a question type the screen does not offer. Link the template to an asset or property as the wizard asks so the round reaches the right place.
In the coverage step, use the refresh action on the asset or property panel to reload only that list while keeping your selections. If an item uses specific assignment and no supervisor is linked yet, the plan still generates one unassigned inspection form. An eligible supervisor linked later can claim it.
You can optionally select a Plan owner from the account's active tenant administrators. New inspection forms from that plan are assigned directly to that administrator, overriding the asset or property supervisors. The administrator sees only forms assigned to them in the customer app and fills and submits them there. Changing or removing the owner affects future forms only. If the owner becomes inactive or loses the tenant-administrator role, the plan warns you and future forms return to the asset or property supervisor workflow.
Freezing a plan stops inspection-form generation. The review step therefore shows no upcoming dates and identifies the frozen plan as the reason.
Inspection-form dates remain subject to the Working Calendar and inspection blackouts; a maintenance-request priority does not change when the form is generated. After submission, if a rule creates a maintenance request whose priority may bypass blackouts in the account settings, the bypass applies only to that request.
To reuse a similar plan, open Duplicate on the plan card. Confirm you want that plan with its plan owner, coverage, checklist, schedule, Working Calendar settings, request template, and auto-request rules. The new name starts as the original plus “(copy)”; change it before you confirm. The copy stays inactive until you review and activate it. Generated forms and past trigger history are not copied.
The Inspection forms tab lists current rounds (draft or submitted). Use the Assigned user filter to search active tenant administrators and tenant supervisors, and open a completed form before you create a manual request for the same fault. Delete one form from the trash action on its card, or tick several cards — Select all covers the forms currently loaded — then confirm Delete selected. Deleted forms leave this list and supervisors’ queues. Generation does not create a replacement for the same place and date.
The Generation activity tab shows only the selected activity view. Open the inspection-form reference to review its details in the modal. If that submitted form created a maintenance request, use the request reference in the same row to open its profile.
Check Reason / error when no form is generated. The activity record identifies a plan with no active inspection questions or a Working Calendar scheduling problem. A covered asset or property with no linked supervisor still gets one unassigned inspection form; an eligible supervisor can claim it later. Older rows may still show Skipped — no eligible supervisor. Attempts from before detailed reasons were retained are identified as historical failures without a detailed cause.
If “run today’s generation” appears, use it after you review plans — not as a substitute for the weekly schedule.
Tip: When a maintenance request is born from an inspection result, handle it on the request profile like any other request. Do not open a second manual request for the same fault.
What to read next
- Working Calendar — working days and blackouts that move or skip form dates.
- Preventive maintenance plans — recurring visits that generate requests on schedule.
- Maintenance requests — handle a request born from an inspection on its profile.
- Customer app — if residents fill inspection forms in the app.