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How to Export a Register of Your Upcoming Schedule Checks on Gearbelt

Learn how to download your upcoming schedule checks as a CSV or PDF for sharing and reporting purposes

Written by Adriana De Souza

Exporting your upcoming Schedule Check Records in Gearbelt allows you to download a register of Schedule Check Records for sharing with team members, contractors, or clients. This export provides a quick reference outside the platform and can assist with planning site work, preparing for inspections, and maintaining records for reporting or compliance purposes.

Prerequisites

Before you begin make sure you have the following:

  • Plan: All Plan Types

  • Permission: Gearbelt Contributor

  • Device Type: Computer

  • Subscription: Gearbelt

Step-by-Step Instructions

Download the Schedule Checks Register as a CSV

  1. Go to the Schedules section.

  2. Select the Schedule Checks tab.

  3. Click Download CSV.

Download the Schedule Checks Register as a PDF

  1. Go to the Schedules section.

  2. Select the Schedule Checks tab.

  3. Mark the checkboxes next to the schedule checks you want to include.

  4. Click the Download PDF icon and choose one of the following:

    • Register only — exports a PDF of the register rows only

    • Check records only — exports each selected check as an individual PDF record

    • Register and check records — exports both

    • Register, check records and form records — exports the register, check records, and any attached form records

Notes

  • You can modify which columns appear in your register and adjust their order using the Edit Columns button.

  • You can also group your assets by schedule, location, or asset category.

  • Schedule Check record fields are included in register views, allowing you to export, sort, and filter by:

    • Created Date

    • Completed Date

    • Completed By

    • Work Order

    • Last Reading unit

    • Completed unit

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