Setting Up Inspection Groups

An inspection group identifies a group of inspection types associated with a permit. You can set up inspection groups on the Inspection Group page.

The inspection group includes one or more inspection types. You can define inspection groups separately from permit type definitions.

Before setting up inspection groups, you must set up inspection types for your agency on the Inspection Type page. See Setting Up Inspection Types.

Adding Inspection Groups

  1. Select Inspection Setup > Inspection Group.

  2. On the Inspection Group page, click Add to add a new inspection group.

  3. On the Inspection Group Details page, enter a name and a description for the inspection group.

  4. Click the Enabled switch to enable the new inspection group.

  5. To add inspection types to include in the group, click Add in the Inspection Types section.

  6. Enter values in the columns of the inspection type row:

    1. Inspection Type: Enter an existing inspection type.

      The description for the inspection type you entered will appear in the Description field.

    2. Required: Click the switch if the inspection type is required for the inspection group.

      Note: Even if an inspection type is not required, it may become required based on business rules during processing.
    3. Final Inspection: Click the switch if this inspection type is the final inspection. One and only one row must be set as the final inspection.

    4. Click the Add icon to add another type; otherwise, click Save.

  7. On the Inspection Group Details page, click Save.

Modifying or Deleting Inspection Groups

You can modify or delete inspection groups on the Inspection Group page.

  1. Select Inspection Setup > Inspection Group.

  2. On the Inspection Group page, select the inspection group that you want to modify.

  3. On the Inspection Group Details page, you can only modify the inspection group description. You cannot change the group name.

  4. Click the Enabled switch to enable or disable the inspection group.

  5. If you want to delete the inspection group, click Delete on the Inspection Group Details page.

  6. Click Save to save any changes.

  7. If you want to delete multiple inspection groups, you can delete them from the Inspection Group page:

    1. Click Edit.

    2. Select the check boxes for the inspection group rows to delete.

    3. Click Delete.

  8. In the inspection types grid, you can:

    1. Click the Required switch to enable or disable an inspection type.

    2. Click the Final Inspection switch to set an inspection type as the final inspection. One and only one row must be set as the final inspection.

    3. Click Add to add a new inspection type row.

    4. Click the Delete icon at the end of the row to remove an inspection type from the group.

    Note: You cannot change the inspection type ID or description, but you can remove an inspection type and add another.
  9. Click Save to save any changes.

  10. If you want to remove an inspection type from the group, click Delete.

  11. If you want to remove multiple inspection types from the group, you can delete the rows from the Inspection Group Details page:

    1. Click Edit.

    2. Select the check boxes for the inspection type rows to delete.

    3. Click Delete.

    4. Click Save.