Assigning Pre-Plan surveys to stations and shifts

Go to the property module, pre-plan assignment. Use the filter to narrow the surveys to view below.

By Selecting the assignment button the drop-down box changes.

Once the station is selected, you will see their assigned surveys, also on the left you will see the pool of surveys.

You can use move surveys individually, or all available. You can also clear all surveys thats assigned to a shift, or individual survey.

• Related Articles

• Mass creating Pre-Plans, and finding how many unassigned

  Here are the steps below to find the number from the desktop app, and to mass create the preplans.     Go to properties-->New Pre-Plan       In the filter Check "property Never Inspected" then search       The bottom corner of the screen is the ...

• Custom Ordering Fields in Pre-Plans

  A copy is available below if you wish to download.

• Creating Pre-Plan Categories

  If this page isn't viewable, you can download the pdf by clicking Attachments above.  This tutorial will help you understand the process of creating Preplan topics and categories.  Go to Properties--Pre-Plan Categories. Double-click the Main topic ...

• Assigning Pre Plan inspections in the Browser

  A copy is available to download below      

• Pre-Plans

  A copy is available to download below.