How to Schedule Inspections in Seyo

Scheduling an inspection in Seyo is quick, structured, and designed to fit seamlessly into your workflow. Here’s how to set up a new inspection from scratch.

1. Start from the Homepage

On the homepage, you’ll find the dynamic action button at the bottom-right corner. It switches between “+Checklist” and “+Inspection.”

Select “Schedule Inspection.”

2. Choose the Checklist

Select an existing checklist you’ve already created, or pick one from Seyo’s template library. This will form the basis of your inspection.

3. Add Tags for Better Organization

Apply tags to categorize your inspection. You can tag by location, industry, standards, or create your own custom tags.

4. Set the Inspection Date

Specify when the inspection should take place - either today or a future date. Seyo adapts to immediate audits as well as scheduled compliance checks.

5. Assign Roles to Your Team

Define who takes ownership at each stage:

• Auditor - performs the inspection onsite or remotely.

• Assignee - resolves the tasks or non-conformities raised during the inspection.

• Approver - reviews and provides the final sign-off.

You can assign one or multiple team members depending on your workflow.

6. Inspection Scheduled

Your inspection is now officially scheduled.

From here, you can monitor progress in real time - track audit status, follow the lifecycle of each non-conformity, and stay fully informed on who is responsible for each action.