Summary
Learn how to schedule a paperless ingoing inspection in CMS for a completed ingoing inspection, including how to review the summary, choose a send date and time, and select notification options before scheduling.
About scheduling a paperless ingoing inspection in CMS
Use this workflow when an ingoing inspection is already in Completed status and you want the tenant to receive the paperless ingoing at a future date or time rather than sending it immediately. MRI Inspection Manager supports paperless condition reports and tenant-assisted digital workflows, and the CMS wizard guides you through the sending and scheduling process.
Before you begin
Paperless ingoing must be enabled for your office before you can schedule or send a paperless ingoing inspection.
Note: This article starts from the point where you have already opened the Send Paperless Ingoing wizard and worked through the tenancy, document, tenant, and email steps.
Step 1: Review the summary and choose how to send
The summary screen is your final check before sending. Use it to confirm the sender, recipients, email preview, attachments, and notification options.
Select the sender you want to use:
Property Manager
PM Assigned Property
Inspector
General Contact
No Reply - Inspection Manager
Review the Sending From value
Confirm the Send to recipient details are correct
Review the Email preview
Confirm the Attachments section includes the Ingoing inspection
Review the available notification options, such as BCC Me and Email reminder to tenant with 3 days left to complete
Step 2: Schedule the paperless ingoing
Once you have reviewed the date, time, sender, and notification settings, save the schedule.
Select Schedule from the summary screen
Enter or confirm the Date. The system defaults to the tenancy’s lease start date where available, or today’s date if none is saved
Enter the Time you want the paperless ingoing to be sent
Choose who the email should be sent from in Sending From
Review the recipient details shown beneath the sender
Select any notification options you want to use, such as:
BCC Me
Send Preview
Email reminder to tenant with 3 days left to complete
Select Schedule to save the scheduled send
Step 3: Check the scheduled status
After the schedule is saved, the inspection displays a Scheduled status in the inspections list, along with the scheduled date and time. This confirms the paperless ingoing has been queued for sending.
Return to the Inspections list
Locate the ingoing inspection you scheduled
Confirm that the status shows Scheduled and that the scheduled date or time appears against the inspection
Step 3: Edit or cancel a scheduled paperless ingoing
If you need to change or stop a scheduled send, use the inspection action menu.
In the Inspections list, locate the scheduled ingoing inspection
Select the drop-down arrow beside View Report
Choose one of the following actions:
Edit Schedule to reopen the paperless sending workflow and update the scheduled details
Cancel Schedule to remove the scheduled send. The system displays a confirmation message before cancelling
Tip: Use Edit Schedule if you only need to change the send date, time, sender, recipients, or notification options, rather than starting again from scratch.