For this feature, the premium feature "Scheduled assignments" needs to be enabled.
Don't have this feature, but want to have this enabled for your environment? Contact us via support@capptions.com.
How does this functionality work?
Go from the dashboard to Templates in the menu and then Step 3: Assignments.
Then hit 
in the bottom to set up the scheduling.
Fill out the empty fields with the right information:
- Add users: What users need to fill out the Capption?
- Add teams: What teams need to fill out the Capption?
- Add functions: Users with this function will need to fill out this Capption.
N.B.: When you add functions and teams to the scheduled assignment, only the team members within that team with that function will receive the assigned Capption. - Start date: Set a date when the inspection has to be conducted for the first time.
- Time to complete: Set how long the user can take to complete the inspection.
- Recurring: What is the frequency of this inspection?
- Ending on: Fill out an end date when a Capption doesn't need to be assigned anymore.
The users, teams, and functions that you added to this Capption will receive a notification when a Capption has been assigned to them. If you set the recurring time for four weeks, the Capption will be assigned to them every four weeks. They also receive a reminder when the due date approaches.
But, what if not every assigned user needs to complete the inspection? We've got you covered! Check scheduled pool assignments out!