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Schedule an inspection

A run is one execution of a template. Once scheduled, it lives in the Inspections list with status Scheduled until someone conducts it.

  1. From the sidebar, open Inspections.
  2. Click + Inspection. The schedule dialog opens.
  3. Pick a Template from the dropdown.
  4. Adjust the Title (auto-fills from the template name) — for example “Monthly walkthrough — May 2026”.
  5. Pick the Site.
  6. Set the Scheduled date.
  7. Pick the Inspector.
  8. Click Schedule.

The run appears in the list with status Scheduled and BRAG green (if it’s not too soon) or amber (if it’s within 7 days).

Time until scheduledBRAG
More than 14 days awayBlue
7–14 days awayGreen
0–7 days awayAmber
Past due (still scheduled)Red

This is configurable per org — see Adjust BRAG thresholds.

To move the date:

  1. Open the run.
  2. Switch to the Schedule tab.
  3. Edit the scheduled date.
  4. Save.

The audit log captures the change, including who moved it and when.

SteadyOn doesn’t yet have an automatic recurrence engine. For now, schedule each run individually, or schedule a batch a few months ahead. A recurrence option (weekly / monthly / quarterly) is on the roadmap.