Scheduled Record Creation – v4
Records can be automatically created on a regular time-frequency. Scheduled Record Creation is useful in the Inspections module as Inspections can be scheduled for a specified time-frequency.
Any module can utilise the Scheduled Record Creation functionality although in practical terms it is usually limited to Inspections and Actions if used for tasks. The setup of the schedule is completed in steps:
• Create a Draft record in the module.
• Review the Hierarchy settings in the Form Editor.
• Create the Schedule.