- Generic Frequencies - Users can set the form frequency to one of Mapistry’s standard options such as annually, quarterly, monthly, weekly, daily, or 'as needed.'
Note: if you set the frequency to daily, it will include the weekends.
- Custom Frequency - This will allow users to create unique form frequencies that are different from any generic frequency. Some examples may include having different inspections for different times of the year or limiting daily logging needs to weekdays only. All inspection calendar widgets, except annual evaluations and reports, will use custom frequencies to adjust the calendar notifications and visualization showing when inspections should be completed. To learn more about customer frequencies, check this article for more information.
How to Set a Generic Frequency
To update a form frequency, click on the three buttons at the top right corner of the form's widget. For example, I can update the Stormwater Routine Observation's frequency from Monthly to Weekly.
Select the Frequency Settings.
The frequency setting will appear on your page, and you can use the How often do you want to do your inspection? dropdown to set the new frequency.
Tip: You can always set a form frequency to Never if you no longer need to complete the form. The form will still be available on your dashboard, and you can update the frequency at any time.
Select the frequency you want and then select the Frequency effective date.
Press Save at the end.
The calendar widget will update to show the mixed frequency for the form. Click into the month with the new frequency to see the upcoming inspections.
Note: You can only delete frequencies that do not have data attached to them. For example, if you accidentally create the wrong frequency and don't complete an inspection, you can delete that frequency.
Note: If you have a Stormwater Sampling Observation or another Visual Assessment form, you currently cannot update this form's frequency. Please reach out to firstname.lastname@example.org if you need this form frequency updated.
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If you have any questions or need further assistance, please e-mail email@example.com call (800) 553-7420 ext. 1.