Pirform's Schedule Manager

Pirform's Schedule Manager lets you create and reuse customised inspection schedules in your EICRs.

The Schedule Manager interface displaying options to manage and organize inspection schedules, showing buttons for editing, moving, and saving schedules with a clean design

Using the Schedule Manager

Pirform's Schedule Manager is a feature that lets you create custom inspection schedules for your EICRs. In the Schedule Manager you can:

Customise and save inspection schedules to create your own library of schedules.
Pick the inspection schedule relevant to your EICR.
Export your custom inspection schedules to a file to share with other engineers.
Add schedule items or sections from your library into the current inspection schedule.
Edit any existing schedule items.
Remove items from your existing inspection schedule.
Reorder items and sections in your existing inspection schedule.
Search for items in your library or the current inspection schedule.
View inspection schedules summarised by sections or as fully detailed lists.

Selecting an inspection schedule

The Schedule Manager shows your current schedule on the right and let's you select a schedule from your library by choosing it from the selection drop-down on the left.

The Schedule Manager interface with a dropdown menu for selecting schedules from the library, highlighted on the left of the screen

As well as any custom schedules that you have created, Pirform comes with the following schedules:

Condition report inspection schedule for residential and similar premises with a supply of up to 100A.
Example checklist of items requiring inspection during initial verification from page 515.
Example items requiring inspection from page 523 to the schedule library.

Once you have selected a schedule you can use the buttons in the ribbon at the top or between the two schedules to work with it.

The Schedule Manager ribbon interface showcasing buttons for managing schedules, including options to copy, replace, and save, clearly aligned at the top

You can then either copy items of sections from the selected schedule into your certificate's schedule, or replace the certificate's current schedule with the selected one.

Copying items or sections into your schedule

To copy an item or section from the schedule on the left, simply select the item or section on the left and click Copy Selected . The item or section will be copied into your current certificate's schedule.

Replacing the current schedule

To replace all of your current inspection schedule with the currently selected schedule, simply click Replace. The schedule on the left will replace all the items your current certificate's schedule.

Adding or adjusting items

Select a section and click Add Item to add a new item to the section.

Select the item or section in your schedule and click Edit Description to change the text. You can also double-click to acheive the same result.

Interface showing a text editing area where users can customize and modify descriptions for inspection schedule items in Pirform

Select the item or section in your schedule and click Delete Item to remove the item.

The Schedule Manager interface illustrating how to remove items or sections from the current inspection schedule by selecting and deleting them

Moving items or sections

The buttons Move Up and Move Down will move the selected item or section up or down in the current schedule.

The Schedule Manager interface demonstrating the use of Move Down buttons to reorder items or sections in the inspection schedule

Saving a schedule to your library

Saving a schedule to your library will make it available for use in other EICRs. You can save the current schedule to your library by clicking Save To Library. You need to enter a name and you can also give it an optional description.

Interface displaying options to save the current inspection schedule to the library by naming it and adding an optional description

Changing the view

You can collapse the schedule sections by clicking Toggle Expanded. Clicking again will expand the schedules.

You can also do that individually by right-clicking over the schedule.

A right-click context menu displaying options like Add Item, Delete, and Edit for quickly managing inspection schedule sections or items

Finding items or sections

Clicking Toggle Find will show the find boxes. Typing words or terms into these will show items in the schedules with those words.

The Schedule Manager interface showing a search tool to find specific terms or phrases within an inspection schedule, helping users locate items quickly

Exporting and importing schedule files

Saving a custom inspection schedule to a file allows you to easily share it with other engineers. Just send them the inspection schedule file and then they can import it into their copy of Pirform and use it in their certificates.

To export an inspection schedule to a file, click Export Schedule in the ribbon. You will be asked to enter the name and optional details of the schedule and then choose a location to save the file.

The interface providing options to export an inspection schedule to a file by assigning a name and choosing a storage location

To import an inspection schedule from a file, just click Import Schedule and select the schedule file.