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Modify, Put on Hold/Resume or Delete Schedules

Keep your audit schedules up to date by modifying active tasks, pausing audits temporarily, or deleting obsolete schedules.

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Written by Inanc Onur
Updated this week

Before starting, check out: How to Create a New Audit Schedule →

You can easily update the configuration of an existing schedule, temporarily suspend its execution, or remove it permanently—all from the Scheduling page.


Modify a Schedule

To make changes to an existing schedule:

  1. Go to Scheduling from the left menu

  2. Find the schedule you want to update from the table

  3. Click the three-dot (⋮) icon at the right end of the row

  4. Select Edit

You can update any of the following:

  • Checklist Template

  • Location

  • User Group

  • Schedule Name

  • Start Date / Due Date

  • Recurrence Type

  • Time Window

  • Frequency (e.g. monthly, quarterly)

Once your changes are made, click Save and Generate Tasks to apply.

The changes will take effect for future audit tasks. Already-issued audit tasks remain unchanged.


Put a Schedule on Hold

To temporarily stop a schedule without deleting it:

  1. In the Scheduling list, click the three-dot (⋮) icon

  2. Select Pause Schedule

The schedule will be deactivated and paused:

  • No audit tasks will be created while it’s on hold

  • Its status will show as Paused

You can resume the schedule anytime.


Resume a Schedule

To reactivate a paused schedule:

  1. Find a schedule with On Hold status

  2. Click the three-dot (⋮) icon

  3. Select Resume Schedule

The schedule will reactivate immediately, and the next scheduled audit will be created based on its settings. Its status will show as Active.


Delete a Schedule

To permanently remove a schedule:

  1. In the Scheduling list, click the three-dot (⋮) icon

  2. Select Delete Schedule

  3. Confirm the deletion in the popup

This action is permanent and cannot be undone.

Completed audit tasks from this schedule remain in the system; only future task creation stops.


Who Can Modify or Delete Schedules?

Role

Permissions

Application Admin

Audit Admin

Account Admin

Standard User

❌ Cannot create/modify/delete schedules


Best Practices

  • Use Put on Hold when a schedule is temporarily not needed (e.g. seasonal audits)

  • Regularly review schedules to keep assignments and dates current

  • Delete only schedules you’re sure won’t be needed again


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