Schedule Workflow

The process for working with a schedule includes the following tasks:

Scheduling Workflow Diagram

• Set up scheduling properties in the Edit Schedule Settings window (Data Entry > Edit Schedule Settings). Scheduling properties define the parameters PCS uses to calculate facility inspection due dates.

• Create a schedule definition with one or more schedule types in the Define Schedules window (Data Entry > Define Schedules). A schedule type identifies which facility types to include in the schedule, and as an option, to include all facility types on a ROW that are due for an inspection.

• Use a schedule to view facility records in a data grid based on a schedule, transfer a survey based on a schedule to the field computer or mobile device, and view and print a data collection form based on a schedule.