Please note: Schedule Manager will be available to Administrators on all Papertrail accounts by 16th September 2025
Step 1: Access the Schedule Manager
To begin, you'll need to have administrator access to your account.
Go to ⚙️ Settings in the bottom left-hand corner of your screen.
Select Schedule Manager from the menu.
Step 2: Edit a Schedule
You can easily edit your schedules directly from the main Schedule Manager page.
To edit the Schedule Name, simply double click on the existing name and type in a new one.
To edit the Frequency, Checklists, Certificates, or Users, click the Edit button in the associated column and select your new options from the available menu.
(You may need to refresh the page to see the changes take effect).
Step 3: Delete a Schedule
To delete a schedule, find the one you want to remove and follow these steps:
Click the three vertical dots icon in the far-right column of the schedule's row.
Select 'Delete Schedule'.
Select 'Confirm' from the Delete Schedule pop up window
(You may need to refresh the page to see the changes take effect).
Step 4: View the Schedule Log
The Schedule Log shows a history of all activity associated with a schedule.
Click the three vertical dots icon in the far-right column of the schedule's row.
Select 'View Schedule Log' to see a full history of its associated activity.
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Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io.