Modify, Put on Hold/Resume or Delete Schedules

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?

---

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 →