Copy and Reschedule

Introduction

Once you find a process that works for your company or your team use it over and over again. Maintaining successful workflow in InspectAll is easy by copying and rescheduling folders. Use schedule follow-up to remind yourself to work on a folder in the future or automate recurring folders.

Copy and Reschedule

Mobile Instructions

Re-Schedule an existing folder to a future date:

This option will simply re-schedule this folder to a future date on your calendar of your choosing.  Example: I've only completed half of this inspection.  So now I want to reschedule it out to next week/month...

1. Tap the Folder you want to schedule for by locating it in the app.
2. Tap the down arrow in the top right of the screen.
3. Tap Schedule Follow-up.
4. Tap Re-schedule this Folder to schedule the existing folder to a future date.
5. Tap when you would like to schedule the follow-up. You can select 1 week, 1 month, 3 months, 6 months, or 1 year.
6. Tap Create Folder.

To clone an existing folder:

This option will create a new folder exactly like this one and schedule it out to a future date of your choosing.  Example: I just finished the yearly inspection and I want to perform this exact inspection again next year.

1. Tap the Folder you want to schedule for by locating it in the app.
2. Tap the down arrow in the top right of the screen.
3. Tap Schedule Follow-up.

4. Tap Copy this Folder and Re-schedule to copy the entire folder and its contents to a future date. The forms in the copied folder will not have any of their answers copied.

5. Tap when you would like to schedule the follow-up. You can select 1 week, 1 month, 3 months, 6 months, or 1 year

6.  Edit the new folder details

7. Tap Create Folder

Web Instructions

To share an existing folder to a future date:

1. Click Calendar from the main menu.
2. Click the arrow in the top right corner of the scheduled event.
3. In the dropdown, select Share.
4. Once you've clicked this, you can now click anywhere on the calendar to share the event. Shared schedules can be pasted to one or more days by clicking and dragging in an available space.
5. When you are done sharing the schedule, simply close the pop-up by clicking x in the top right corner of the shared schedule's popup.

   

To copy an existing folder:

OPTION 1

1. Click Folders from the main menu.
2. Click + Add Folder.
3. Click Copy Existing.
4. Enter the first few letters or numbers of the folder you want to copy. Then select the appropriate folder from the list that appears below.
5. Click Create Folder.

   

OPTION 2

1. Click Folders from the main menu.
2. Click on the folder you want to copy. +
3. From within the folder you want to copy, click  Copy.
4. Update the schedule information at the bottom of the pop up screen.
5. Click Create Folder.