Setting Up Inspection Types

Define inspection types used by your agency to identify the requirements and options for different types of inspections. You set up information such as scheduling, assessments, checklists, billing, signatures required, and comments on the Inspection Type pages.

The inspection type is associated with the permit for the scheduled inspection and defines the different attributes for performing the inspection.

Note: When you modify an inspection type, the updated values are applied to new inspections using the inspection type. Existing inspections use the original inspection type definition. This does not apply to the Schedule Cutoff Time and Schedule Change Policy fields, which are referenced when the inspection is scheduled and not stored on the inspection itself.

Adding Inspection Types

You add inspection types for your agency on the Inspection Type page. You must set up the attributes for the inspection type before you begin.

1. Select Inspection Setup > Inspection Type.

2. On the Inspection Type page, click Add New to add a new inspection type.

3. Enter values for fields on the Inspection Type Details page. Required fields include Inspection Type and Description, Estimated Duration in Hours, and Autonumber Rule. Information about setting up scheduling business rules appears in the next step.

   Page Element	Description
   Inspection Type and Description	Enter a unique ID and description for the inspection type.
   Estimated Duration in Hours	Enter the estimated number of hours this type of inspection will take. This field is required for scheduling. For more information, see Setting Up Inspection Scheduling.
   Assessment Type	Enter an assessment type. This field is required for inspection result processing. For more information, see Setting Up Inspection Assessment Types.
   Passing Rule	Enter a passing rule, which defines the criteria for determining whether an inspection passes or fails. For more information, see Setting Up Passing Rules.
   Rating Method	Enter a rating method, which defines the scoring ranges used by the passing rule to determine whether an inspection passes or fails. You must set up a rating method if you are using scoring. For more information, see Setting Up Rating Methods.
   Scoring Method	Select a scoring method from these options: Bottom up: Scoring bottom to top indicates that the inspector starts with zero and adds points for each criterion that is met. You must set up a passing rule for bottom up scoring. Not used: This is the default value and indicates that no scoring method is used for this inspection. You must specify the result manually for each level: checklist item, checklist, and inspection. If you don’t use the scoring method you can’t use the passing rule and rating method. This also means that results are not automatically calculated starting with the checklist items to the checklist to the inspection level. Note: The scoring method specified for the checklist should match the scoring method in the Inspection Type definition.
   Autonumber Rule	Enter the ID for the automatic numbering rule to use for generating the inspection transaction key. For more information, see Setting Up Autonumbering.
   Checklist Group	You can enter a checklist group. If you enter a checklist group, you cannot also enter a checklist ID. For more information, see Setting Up Inspection Checklist Groups.
   Checklist	You can enter the ID for a single checklist. You cannot enter both a checklist group and a checklist ID. For more information, see Setting Up Inspection Checklists.
   Billable	Click this slider if this inspection type is billable. When you turn on this switch, the Bill Type field becomes required.
   Bill Type	Enter a bill type. This field is required if the Billable switch is turned on. For more information, see Setting Up Bill Types.
   Policy Name and Policy Version	Enter the name of the template and version number the Oracle Intelligent Advisor policy. For more information, see Overview of Oracle Intelligent Advisor Configuration.
   Inspector Signature Owner Signature Contractor Signature	Select a signature option for the inspector, owner, and contractor associated with the inspection type: Required: The signature field appears on the Inspection Results page. Note: Inspectors can’t submit a completed inspection if required signatures are missing. Not Required: The signature field does not appear on the Inspection Results page. Optional: A signature is optional for this inspection type. The default value for the Inspector Signature is Required. The default value for the Owner Signature and Contractor Signature is Optional.
   Inspection District Type	Enter the inspection district type for this inspection, for example a building, electrical, or plumbing inspection district. When the inspection with this inspection type is scheduled, the system finds the inspector who is assigned to a district belonging to the inspection district type defined on the inspection type. This field is required for scheduling. For more information, see Setting Up Inspection Scheduling. Inspectors using the Oracle Inspector mobile application can add inspections that are assigned to themselves in districts not their own.
   Display Inspector Comments	Turn on this switch if you want inspector comments visible to public users. The default value for this switch is on.

4. Turn on the Display Assess Fee Option to allow inspectors to indicate that a fee should be assessed for an inspection. The default value for this switch is on. The Assess Fee option appears in the Oracle Inspector mobile application on the Inspection Result page.

   When the inspector submits the inspection results with the Assess Fee switch turned on, the Business Rules Framework evaluates the criteria for a fee and applies the fee to the permit using the Add Fee action if the criteria are met. For information about setting up Business Rules Framework, see Setting Up Add Fee Actions.

5. Set up scheduling business rules for the inspection type. Select values for the scheduling method, schedule change policy, and scheduling cut-off times.

   • Scheduling Method

     Select the scheduling method for inspections associated with this inspection type.

     Select Ready to enable applicants to indicate the date and time when the site is ready to be inspected. Inspections with this scheduling method are assigned and scheduled by inspection supervisors using the supervisor calendar. In the Oracle Inspector mobile application, inspectors enter a Ready By Date and Ready By Time when they create inspections that have a Ready type. Inspectors using the mobile app have the option of assigning the inspection to themselves, otherwise a supervisor makes the assignment.

     Select Schedule to enable applicants to select a date and time when requesting inspections. Inspectors who create an inspection in the mobile application must enter a date and time, and they are required to assign the inspection to themselves.

     Select Request to enable applicants to select a preferred date and time range for requested inspections. Inspections with this scheduling method are assigned and scheduled by inspection supervisors using the supervisor calendar. In the Oracle Inspector mobile application, inspectors enter a Preferred Date and Preferred Time when they create inspections that have a Request type. Inspectors using the mobile app have the option of assigning the inspection to themselves, otherwise a supervisor makes the assignment.

     For more information on inspection scheduling, see Setting Up Inspection Scheduling and Assigning Inspections Using the Supervisor Calendar.

     For more information on inspection scheduling in the mobile application, see Managing Scheduled Inspections.

   • Schedule Cutoff Time

     Enter the time after which applicants can no longer schedule inspections for the current day using the Scheduling modal page. For example, if the cutoff is 3:00 PM and the current time is 4:30 PM, the inspection can’t be scheduled until tomorrow.

     This field does not affect agency staff when they schedule inspections. It also doesn’t affect automatic batch assignment or reassignment.

     Inspectors and inspection supervisors using the Oracle Inspector mobile application can add and update inspections regardless of the schedule cutoff time.

   • Schedule Change Policy

     Enter the acceptable number of hours prior to the inspection that the user can change the schedule or cancel an inspection.

     For more information, see Setting Up Inspection Scheduling.

     Inspectors and inspection supervisors using the Oracle Inspector mobile application can update inspections regardless of the schedule change policy.

6. Verify that the Enabled switch is turned on if you want to enable this inspection type when you save it. The switch is turned on by default for a new inspection type.

7. Click Save.

Modifying or Deleting Inspection Types

You can modify or delete inspection types on the Inspection Type page.

1. Select Inspection Setup > Inspection Type.

2. On the Inspection Type page, select the row for the inspection type you want to modify.

3. On the Inspection Type Details page, you can change the values for all fields except for the inspection type code.

4. If you made any changes, click Save.

5. To delete the inspection type, click Delete.

6. If you want to delete multiple inspection types, you can delete them from the Inspection Type page:

   1. Click the Edit icon.

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

   3. Click the Delete icon.