Please note: Schedule Manager will be available to Administrators on all Papertrail accounts by 16th September 2025
How to Add or Remove Inspection Schedules in Bulk
If you need to add or remove a schedule for a single record, you can do so directly from that record's view. This is the most direct method for managing schedules on an individual basis.
Step 1: Select Your Records
First, navigate to the folder or filtered view that contains the records you want to edit. Select the records by checking the boxes next to each one.
Once you have selected all the records, look for the 'Actions' dropdown menu and click it. From the menu, select 'Manage Schedules'.
Step 2: Add or Remove Schedules
A pop-up window will appear with two tabs: 'Add Schedules' and 'Remove Schedules'.
To add schedules: Click the 'Add Schedules' tab.
Click the + button next to Chose Schedules.
Use the search bar to find the schedules you want to add. Click on the schedule(s) to select them. A green outline will appear.
To remove schedules: Click the 'Remove Schedules' tab.
Click the + button next to Chose Schedules.
Use the search bar to find the schedules you want to remove. Click on the schedule(s) you wish to remove to select them; A green outline will appear.
Step 3: Save Your Changes
When you are finished, click the 'Save' button. A pop-up message will inform you if the action was successful. The selected schedules will now be linked to the records you chose, or removed from them, depending on which tab you used.
You can then continue working on your records or folders as needed.
How to Add or Remove Inspection Schedules on a single Record
If you need to apply the same schedule to multiple records at once, you can do so from a folder or filtered view. This method is similar to adding a single schedule but uses a different entry point.
Step 1: Navigate to the Record
First, find the record you want to edit.
In the record view, locate the Inspection Schedules section.
Click the '+ Manage Schedules' button.
Step 2: Add or Remove a Schedule
A pop-up window will appear showing all your available schedules. You can use the search bar to quickly find a specific schedule.
To add a schedule: Simply click on it. A green outline will appear, indicating it has been selected. You can select multiple schedules to apply them all at once.
To remove a schedule: Click on a schedule that is already selected (it will have a green outline). The outline will disappear, and the schedule will be deselected.
Step 3: Save Your Changes
When you are finished, click the Save changes button. All the schedules you selected will now be linked to the record, and any schedules you deselected will be removed.
You will then be returned to record view and should see the chosen Schedules in the Inspection Schedules section. Refresh your window if this has not appeared.
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