Setting Up Inspection Checklist Groups

A checklist group comprises inspection checklists that you can associate with a permit. You define a checklist group by selecting one or more inspection checklists.

You set up inspection checklist groups on the Checklist Group page.

Before setting up inspection checklist groups, you must set up your checklists on the Inspection Checklist page. See Setting Up Inspection Checklists.

Adding Inspection Checklist Groups

1. Select Inspection Setup > Checklist Group.

2. On the Checklist Group page, click Add to add a checklist group.

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

4. Click Save.

5. To add an inspection checklist to the group, click Add in the Checklists section.

6. On the Checklist Details page, enter the ID for an existing checklist in the Checklist field.

   The description for the checklist ID you entered appears in the Description field.

7. Click Save.

Modifying Inspection Checklist Groups

You can modify or delete checklist groups and lines on the Inspection Checklist Group page.

1. Select Inspection Setup > Checklist Group.

2. On the Checklist Group page, select the row for the checklist group that you want to modify.

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

4. Click Save to save any changes.

Deleting Inspection Checklist Groups

1. Select Inspection Setup > Checklist Group.

2. On the Checklist Group page, select the row for the checklist group that you want to delete.

3. On the Checklist Group Details page, click Delete.

4. If you want to delete multiple checklist groups, you can delete them from the Checklist Group page:

   1. Click the Edit icon.

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

   3. Click the Delete icon.

Removing Inspection Checklist from an Inspection Checklist Group

Note: You cannot modify inspection checklists on the Inspection Checklist Group pages; you can only remove them from the group.

1. Select Inspection Setup > Checklist Group.

2. On the Inspection Checklist Group page, select the row for the checklist group from which you want to remove one or more inspection checklists.

3. On the Inspection Checklist Group Details page, select the row for the inspection checklist that you want to remove from the group.

4. On the Inspection Checklist Details page, click Delete.

5. If you want to remove multiple inspection checklists from the group, you can delete them from the Inspection Checklist Group Details page:

   1. Click Edit in the Inspection Checklists section.

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

   3. Click Bulk Delete.

   4. Click Save.