Set up repeating inspection and training tasks

Last updated

Availability depends on your plan or configuration

Example data

Active schedules

Europe/Paris

Task

01 → 02

Record

EX-104

What to do

1. Open Repeating tasks in Registers and tasks. Choose an eligible published register, frequency and IANA time zone. Check the next task time and the applicable schedule allowance before enabling the plan.

2. Inspection, register and training presets can create hourly, daily, weekly or monthly tasks in an IANA time zone. Tasks keep the fields published when generated. Overdue tasks remain visible and a later submission is marked late.

3. Submissions keep their original answers and field snapshot. Processing notes and decisions are separate dated events. Free managers can complete basic processing; paid review features add assignment, deadlines and an independent reviewer.

4. PNG, JPEG and PDF attachments are limited to 5 MB each and stay bound to their record. Authorized members can read them; a public submitter can read only their own receipt in the same browser. Export CSV for a selected period without exposing the complete register publicly.

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