The Agenda View allows you to view and manage all inspection bookings in a calendar-style layout, helping you organise your diary and track workloads efficiently.
To access the Agenda View:
Go to the Inspections tab.
Select the Agenda tab.
Changing the Agenda Layout
When you first open the Agenda View, you can choose how bookings are displayed:
Horizontal view
Vertical view
💡 Your selected layout preference is automatically saved for future sessions.
Filtering and Managing Clerks
You can control which clerks appear in the Agenda View to better manage workloads.
Click Filter Clerks.
Use the pop-up to:
Enable or disable clerks shown in the agenda
Reorder clerks to suit your workflow
ℹ️ This allows you to focus only on the relevant team members when planning or reviewing bookings.
Reassigning Bookings
Bookings can be reassigned quickly and easily:
Drag and drop an existing appointment from one clerk to another directly within the Agenda View.
💡 This instantly updates the booking without needing to open the inspection.
Editing Booking Details
If you need to update additional information for a booking:
Click on the appointment in the Agenda View.
You’ll be taken directly to the Info tab of the inspection, where changes can be made.
