You can schedule a checklist in the dashboard, so that this schedule is visible in the Leviy App for the assigned inspector.

You can schedule a Checklist by following the next steps:

  1. Select Control on the homepage
  2. Select Planning.

Subsequently an agenda is shown in which all scheduled activities of the organization is visible. Follow the steps below to schedule a Checklist.

  1. Select the green plus sign Add
  2. Select the Assessment type for the Checklist definition that needs to be scheduled
  3. Select the inspector who should perform the Checklist
  4. Under Frequency, select the number of repetitions to be made. This can be once, weekly or monthly
  5. Select a start date. If chosen for weekly or monthly you need to set a Date end
  6. Choose a deadline for the Checklist. The number of days, after the scheduled date, that the checklist can be started.
  7. In Description you can enter a note for the inspector. (This is not a mandatory field)
  8. Choose at Clients/ Objects of clients / Objects / Units of Objects / Units for the relevant entity (s) for which the Checklists must be scheduled
  9. Select Saveand the checklist is planned accordingly and visible in the app after a sync.