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Flexible Scheduling

The "Flexible Scheduling" periodicity type allows you to create a schedule with detailed periodicity parameters. You can configure an audit to be conducted every few weeks or months on specific days and times. This is ideal for non-standard inspection schedules that do not fit into predefined periodicity types.

Configuring the "Flexible Scheduling" Type in the Schedule

Requirements. You will need:

One of the roles:

  • Administrator
  • Schedule Management

Type of workspace:

  • Full workspace.

Step 1: Select the "Flexible Scheduling" Periodicity Type

When creating or editing a schedule:

  1. In the field "Schedule Type", select the "Flexible Scheduling" option from the list of available periodicity types.

    Selecting the "Flexible Scheduling" type | AuditBLOOM

Step 2: Specify the Period Type and Periodicity

  1. Period Type:

    • Select from the list: "Weeks" or "Months", depending on how you want to configure the periodicity.

      Selecting the period type "Weeks" or "Months" | AuditBLOOM

  2. "Every" Field:

    • Enter a number to define the periodicity.

    • For example, entering 2 means every two weeks or every two months, depending on the selected period type.

      Entering a number in the "Every" field | AuditBLOOM

Step 3: Settings for the "Weeks" Period Type

If you selected "Weeks":

  1. Select Days of the Week:

    • Buttons representing days of the week (Mon, Tue, Wed, Thu, Fri, Sat, Sun) will appear.

    • Click on the buttons for the days when the audit should take place.

    • You can select multiple days at once.

      Selecting days of the week | AuditBLOOM

  2. "Time (From-To)" Field:

    • Specify the start and end times for the audit.

    • Click on the field to set the time from which to which the audit will be available on the selected days.

      Example: 09:00 - 15:00

      Entering time "From-To" | AuditBLOOM

  3. Start Date of the Period:

    • Click on the "Start Date" field and choose the date from which the schedule should begin.

      Example: 12.11.2024

  4. End Date of the Period:

    • Click on the "End Date" field and choose the date until which the schedule should remain active.

      Example: 12.12.2024

      Setting the schedule period | AuditBLOOM

Step 4: Settings for the "Months" Period Type

If you selected "Months":

  1. "Every" Field:

    • Enter the number of months for the periodicity.
    • For example, 2 means every two months.
  2. Start Date and Time:

    • Click on the "Start Date and Time" field and select the date and time when the audit should start for each period.

      Example: 12.11.2024 21:00:00

  3. End Date and Time:

    • Click on the "End Date and Time" field and set the date and time by which the audit must be completed for each period.

      Example: 12.11.2024 21:00:00

      Configuring the start and end date and time for the "Months" period type | AuditBLOOM