How to Configure Compliance and Recurring Inspections in Pilera

In Pilera, compliance inspections are set up by creating an Inspection Template (what to check), assigning it to a Property/Unit group (who gets inspected), then turning on a Recurring Schedule (how often), and finally assigning staff and due dates so inspections auto-generate and can be tracked to completion. If everything is already set up correctly, verify the schedule is active, the next run date exists, and a test inspection generates for a sample unit.

 

Set up compliance inspections (one-time or template-based)

 

• Go to Inspections (sometimes under Operations or Property depending on your Pilera layout).
• Select Templates or Inspection Types and create a new template.
• Add checklist items (each item is a pass/fail or notes field, like “Trash bins stored” or “Balcony items compliant”).
• Set required photos if your policy needs proof (helps avoid disputes).
• Save, then create an inspection from the template and assign it to a property, building, or unit list.

 

Turn it into recurring inspections (auto-created on a schedule)

 

• Open the same template and find Schedule, Recurrence, or Automation.
• Enable Recurring and choose frequency (weekly, monthly, quarterly, etc.).
• Set start date and time zone (wrong time zone can shift dates).
• Choose scope: all units, specific buildings, or a tag/group (example: “Rental Units”).
• Assign an owner/assignee (the person responsible). If blank, inspections may generate but sit unassigned.
• Set due date rules (example: due 3 days after creation).
• Save and confirm the next run date appears.

 

Common setup mistakes (and how to avoid them)

 

• No units included: the schedule runs but creates nothing. Fix by selecting the correct property/unit group.
• Template saved but recurrence not enabled: confirm the toggle is on and a next run date exists.
• Assignee missing: set a default inspector or team queue.
• Duplicate schedules: two recurring rules create double inspections. Keep one schedule per template per scope.

 

Test and validate (even if everything “looks right”)

 

• Pick one unit and run Create Inspection manually from the template to confirm fields, photos, and scoring work.
• Check the Inspections list for status flow: Created → In Progress → Completed.
• Confirm completed inspections link to violations or follow-ups if your workflow requires it.

 

Troubleshooting when recurring inspections don’t generate

 

• Confirm the schedule is Active (not paused/archived).
• Verify next run date is in the future and not blocked by an end date.
• Check filters: the unit group/tag may be empty or units may be inactive.
• Look for permission limits: the user may lack rights to create inspections.

 

When to contact Pilera support

 

• Recurring schedule is active but no inspections generate and scope is correct.
• Inspections generate but cannot be assigned or saved.
• You need custom fields, advanced automation, or a system-wide default inspection workflow.