Using Shine Forms

Inspection schedule

Create Custom Inspection Schedules

You can create and reuse fully customised inspection schedules using the Shine Forms Schedule Manager.

Shine Forms makes it easy to work with the inspection schedule and code items as needed.

A screenshot showing the visual layout of schedule items in 2022 within Shine Forms.

Automatic observations and limitations

When you code an item with a C1, C2, C3 or FI, Shine Forms will automatically create an observation associated with that schedule item. Changing the coding to a different value will remove the observation.

Items in section 1.1 may also be marked X. BS 7671 allows any item in that section to be marked this way, and requires a comment against it in section K of the EICR, so Shine Forms carries the X through to the observations for continuity. Section 1.1 is the only place X is used.

You can work with the associated observation directly in the inspection schedule screen.

A screenshot illustrating how observations are associated with schedule items in Shine Forms.

Similarly, limitations are automatically added when you code an item to LIM:

A screenshot detailing how limitations are automatically added when coding items to LIM.

Setting Multiple Values

After filling in other values, you can use the button Set Blanks in the ribbon to set all remaining blank values in your inspection schedule.

A screenshot showing the inspection schedule menu that sets multiple values

Excluding schedule items that do not apply

Use a custom inspection schedule

You can use the Shine Forms Schedule Manager to tailor an inspection schedule to the needs of your inspection.

You can exclude items marked as not applicable (N/A) from the PDF. A notice is shown to indicate that only applicable items are shown and the numbering of the items is the same as if they were all present on the printed certificate.

A screenshot demonstrating excluded schedule items that are marked as not applicable on a PDF or printed certificate.

This option is available in the Certificate Options dialog.

A screenshot of the certificate options screen in Shine Forms, showing settings to exclude schedule items.

Replacing an inspection schedule

Use with caution!

Changing the schedule does not re-run intelligence. After you apply a change, check the codes, observations, limitations and intelligence on the certificate.

On EICR 2022, 2024 and 2026 certificates, go to the Inspection Schedule page and click Change Schedule in the Schedule group on the Main Form ribbon tab. You don’t need to turn anything on first.

The Schedule Manager opens over the certificate. There you can copy items, sections or a whole schedule in from your library and keep the codes you have set, code items, remove items, notes or sections, replace the whole schedule, or clear all codes. Nothing changes until you review the changes and click Apply.

See Change schedule for the details.