Update the Schedule

Introduction

If the dates you want work done on a folder change, you can always go back and edit the schedule. Editing the schedule as changes arise is another way to make sure everyone has all the right resources when they are needed.  You are also able to add users to an already scheduled folder.

Update Schedules

Mobile Instructions

1. Tap the Folder you want to update the schedule for.
2. Tap Schedule Details .
3. Tap Starts to update the start date and time.
4. Tap Ends to update the end date and time.
5. Tap Notes to add any additional information about the folder.
6. Tap Done .
7. Edit any additional information about the folder, then tap Done .

You can also allow users on the same team to SHARE a folder with another member of their team from their mobile device.

To allow users to share folders from the mobile, they must be on the same TEAM.  You can create teams as an admin, and users can be assigned to as many teams as they want. More about setting up TEAMS can be found here:  https://docs.inspectall.com/article/99-team-setup

1.  Once users are on the same team (and a sync is done after the team set up is complete), they will be able to share a folder that is scheduled to them to another user on their team.

2.  Tap on the Folder tab to get to Folder Details

3.  Then down below the Schedule Details, they will see a list of other members of their team.  They can click on the user they want to share with.  When they do a sync, and the other user does a sync, the folder will be shared.

Web Instructions

Edit Schedule from Calendar:

1. Click Calendar from the main menu.
2. Double click on the schedule you want to edit. (Alternatively, you can click the arrow in the top right corner of the scheduled event and select Edit .
3. The schedule you clicked on will highlight in blue within the list of schedules on the folder.
4. Change the user, start date and time, end date and time, or note as desired.
5. If you want to add multiple users to the schedule, you can also click on the Copy Icon to copy the entire row to a new schedule line item, and then just update the user.
6. Click Save Schedule .

Note:  you can also just click and hold on the scheduled folder and drag it to the desired user from the calendar.

You can also SHARE a folder with another user from the Calendar.  

3.  Then click on the corresponding date on the user you want to share the folder with.  Doing this will put that folder on their schedule as well.  If you want to move a folder from one user to another (not share), then you can click and hold your mouse on a folder and drag it to another user or date from here.

Edit Schedule within a Folder:

1. Navigate to the individual folder from anywhere within the application.
2. Click on the Schedule tab (with the calendar).

3.  Click on edit icon when hovering over the schedule you want to edit.

4.  Update the user, start time, end time or note as desired, or click on "Add" to add another user to the folder's schedule.

5.  Click  Update Schedule .

Remove a Folder's Schedule

If you want to keep a folder in your records in your database, but don't want it to be scheduled to a user after completed, you can delete the schedule.

From the Calendar

• Click on the down arrow beside the schedule block
• Click on "Delete"

From within the Folder

• Click on the schedule icon on the toolbar
• Hover over the schedule line and click the delete icon

You can also Create a Folder Without a schedule.