1.In the menu bar, select Organizer > Show Organizer. The south panel opens.

2.In the Tasks tab, press Create task/project . A dialog opens.

3.Select Inspection task as task template.

4.Enter the desired information about the task and press Create. The new task is now created. The task contains an inspection round that can be found under the Inspection round tab, the round has been given the same name as the one entered in the Task name field.

 

Create an inspection round for inspections

You can create an inspection task with an inspection round for one or more selected inspections.

 

1.Select the inspections to include in the inspection round.

2.Right-click and select Organizer > Create inspection round for inspections. The Create task/project dialog opens.

3.Select Inspection task as the task template.

4.Enter a Task name. The inspection round receives the same name.

5.Select the project to which the task should belong.

6.Select an existing changeset or create a new one.

7.Check the selected inspections in the Inspections (…) section. The number of selected inspections appears in the section heading.

8.Press Create.

If any of the inspections are already linked to another inspection round, a dialog opens asking you to confirm that the existing links should be replaced. If you confirm, the inspections are linked to the new round. If you decline, no task is created and the Create task/project dialog remains open.

If you select a private changeset, you are also prompted to confirm that it will no longer be private.

Create next inspection round automatically

You can automate recurring inspection rounds to reduce manual work. The automation is run via a scheduled job which means a certain delay before the new round appears.

 

1.In the Inspection round tab, check the box Auto-create next round.

 

If the Auto-create next round option is enabled on a round:

•A new inspection task and a new round are automatically created when the current task is closed.

•The new round is created based on the previous round.

•Only the next planned inspections are transferred to the new round.

•Inspections that are already linked to another round are not included.

•If there are no inspections to transfer, a new empty round is still created.