Inspection schedule form

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Inspection Schedule Form

    The inspection schedule form allows safety inspection managers to establish recurring workplace safety inspections. This feature is essential for maintaining compliance and ensuring safety standards within the organization.

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    Key Features

    • Inspection Details:
      • Short Description: A brief overview of the safety inspection schedule.
      • Active: Indicates if the inspection schedule can be utilized; must be active to take effect.
      • Inspection Format: Options include Digital (electronic completion) or Paper (manual completion with uploaded documentation).
      • Assessment Type: Determines the type of digital assessment based on selected inspection format.
      • Smart Assessment Template: Facilitates the use of predefined templates for digital inspections.
      • Inspection Survey: Allows selection from available surveys for digital assessments.
      • Assignment Group: Specifies the user group responsible for the inspection.
      • Assigned To: Designates a specific user for the inspection task.
      • Location: Identifies the site of the inspection.
      • Assets: Lists any assets related to the inspection, relevant when specific applications are installed.
    • Duration Details:
      • Start Date: Date marking the initiation of the inspection schedule.
      • End Date: Date when the final inspection record is generated.
      • Frequency: Specifies how often inspections occur (daily, weekly, monthly).
      • Months to Generate: Allows selection of specific months for generating inspection records within a yearly range.
      • Survey Expiration Period: Sets the number of days before a smart assessment or survey expires post-start date.

    Key Outcomes

    By utilizing the inspection schedule form, ServiceNow customers can efficiently manage and automate their workplace safety inspections, ensuring compliance and enhancing safety protocols. Properly setting up inspection schedules leads to improved organizational safety and can significantly reduce risks associated with workplace hazards.

    Safety inspection manager can use the inspection schedule form to set up a recurring workplace safety inspection.

    For information on setting up an inspection schedule, see Set up a safety inspection schedule.
    Table 1. Inspection details
    Field Description
    Short description Brief description about this safety inspection schedule.
    Active Option for marking the inspection schedule available for use. An inspection schedule must be active to be used.
    Inspection format Format in which this inspection is carried out.
    • Digital: The assigned person completes the inspection electronically via the selected smart assessment or survey within the application.
    • Paper: The assigned person completes the inspection on paper and uploads a photo or document of the completed inspection as an attachment to the inspection record.
    Assessment type Type of digital assessment to be conducted for this inspection.

    This field appears only when Inspection format is set as Digital.
    Smart Assessment Template Smart assessment template to be used to complete this inspection.

    Only the templates with the Assessment targets field set to Inspection [sn_hs_rm_inspection] table are available in this list. Use smart assessment templates available with the application or build new ones with the Smart Assessment Engine. For more information, see Configure a Smart Assessment template.

    This field appears only when Inspection format is set as Digital and Assessment type is set as Smart Assessment.
    Inspection survey Inspection survey to be completed for this inspection. Select the survey to use.

    Only the surveys with the Source table field set to Inspection [sn_hs_rm_inspection] table are available in this list. Use surveys available with the application or build new ones with the Survey designer. You can also associate any of your pre-built surveys with inspection records in Health and Safety Risk Management. For more information, see Configure a safety inspection or audit survey.

    This field appears only when Inspection format is set as Digital and Assessment type is set as Survey.
    Assignment group User group this inspection is assigned to. Only members of this group can view and take the smart assessment or survey.
    Assigned to User this inspection is assigned to.
    Location Location that this safety inspection applies to.
    Assets Assets that this inspection is related to. For example, the inspection needs to be conducted on these assets.
    Note:
    The assets field appears only when Expanded Model and Asset Classes [sn_ent] application is installed. For more information, see Additional features in Health and Safety
    Table 2. Duration details
    Field Description
    Start date Date when an inspection record is first created for this schedule.
    End date Date when the last inspection record is created for this schedule.
    Frequency Frequency between the start and end date at which the system generates an inspection record such as daily, weekly, or monthly.
    Months to generate Months when the recurring inspection records should be generated.

    When you enter a date range covering an entire year with a monthly frequency, you can select which particular months to generate inspection records for—The inspection doesn't have to happen every month.

    This field appears only when Frequency is set as Monthly.
    Survey expiration period Number of days for the smart assessment or survey to expire after its start date.