| Control/Form Type | When to Use | Who Creates/Manages | Flexibility | Explanation & Examples |
|---|---|---|---|---|
| Fixed Recurring Inspection | When inspections are legally or organizationally mandatory | System Admin only | Cannot be changed or canceled by users | Designed for checks that must strictly comply with regulations or safety standards. For example: pressure equipment inspections, daily safety checks on all machines, or audits that must occur regardless of user choice. |
| Flexible Recurring Inspection | For internal recurring processes that are not regulatory | Regular user or manager | Frequency, days, and single occurrences can be adjusted | Enables adapting to the organization’s changing needs. For example: weekly cleaning inspections before weekends/holidays, production checks at the start and end of the workweek, or internal maintenance routines. |
| Unplanned Form | For ad-hoc reports or unexpected events | Regular user | One-time, as needed | Allows immediate reporting and documentation of irregular or changing events. For example: reporting a safety hazard, a “near miss” incident, daily production variations (such as changing product flavors), or meetings/inspections planned outside the system (Outlook). |