This feature is a key part of our latest update and will be available to all Papertrail users. It’s designed to enhance your existing system and provide a more powerful way to manage your inspections and compliance.
Yes. You can associate existing record checklists with a new schedule if the schedule has no checklist of its own.
However, if a schedule has a checklist attached, you will be required to use that specific one when performing the inspection. This ensures consistency and standardises the process.
Only account administrators have the ability to create and edit schedules. This ensures consistency and control over your compliance and inspection processes. However, any user with the appropriate record permissions can apply an existing schedule to a record.
The Frequency Manager is the backbone of your scheduling, allowing you to define reusable intervals (like 'Every 4 Hours' or 'First Monday of the Month').
The Schedule Manager then uses these frequencies to create specific inspection plans for records, ensuring consistency and saving you time by not having to manually set dates for every inspection.