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:
Go to Scheduling from the left menu
Find the schedule you want to update from the table
Click the three-dot (⋮) icon at the right end of the row
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:
In the Scheduling list, click the three-dot (⋮) icon
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:
Find a schedule with On Hold status
Click the three-dot (⋮) icon
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:
In the Scheduling list, click the three-dot (⋮) icon
Select Delete Schedule
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
Next article: How to Track and Manage Audit Tasks →