Schedule One Folder

Introduction

Web users can schedule folders to mobile users, and mobile users can access those folders from anywhere. A folder can be scheduled from the web to one user or to an entire team depending on how your department works.

Scheduling from the web isn't the only way to schedule folders! Mobile users can schedule new folders or edit their existing schedule. Scheduling will go a long way to keeping your mobile device organized.

Schedule a New Folder

Mobile Instructions

  1. Tap Folders from the Main Menu.
  2. Tap + .
  3. Fill in the New Folder details as desired:
    • Folder ID: If you do not enter a specific ID, we will auto generate one for you.
    • Folder Type: Required, Select the type of folder you'd like to create.
    • Account: Required.
    • Location
    • Description
    • Schedule Details: Select a start and end time to schedule your folder. You can also add a note for the person(s) you share the folder with.
    • Share Folder With: Select people to share the folder with. The folder will display in their schedule as well as yours.

  4. Tap Create Folder .

    Schedule A Folder Mobile

Web Instructions

  1. Add a Folder

    Folders allow you to organize all of the forms your users will need to service an account. Folders can hold as many forms as needed to complete a workflow. In addition to organizing, folders can be assigned to multiple users and shared to enable collaboration.

    Web Instructions

    1.     Click Folders in the main menu.

    2.     Click Add Folder.

    3.    Choose Folder Type:  Select the Folder Type for the new Folder. (What you are doing…inspection, service, etc).  Then click “I’m Done”.

    4.     Account:  In the next Field, “Account,” search for the Account you want to add the folder to. (Just start typing in the name of the account.  If you haven’t created the account, you will want to do that before creating a folder).  Here’s how to create an account:  http://docs.inspectall.com/article/6-your-first-account

    5.     Series:  Optionally create the folder as a series. (Use this option for recurring inspections that you want to schedule all at once).

    6.     Schedule:  Select the users and the date range for the folder.  The users that you schedule the folder to will automatically see the folder on their mobile app when they login or sync up.  If you have more than one user to schedule the folder to, you can “Add Rows” or even copy an existing row and change the user name.

    7.     Click Create Folder.



Update the Schedule for an Existing Folder

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  .

Update the Schedule Mobile

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  .

Update the 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.  

1.  Click the little down arrow box in the top right corner of the folder you want to share.
2.  Select "Share" from the drop down menu.

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.

Edit a 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.

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