Managing Scheduled Inspections

In the Oracle Inspector web application for mobile devices, inspector supervisors and building or business license inspectors can add inspections for a permit or business license application as well as update and cancel scheduled inspections.

If you're assigned to an inspection for a permit or business license, you can add a new inspection that's assigned to you and scheduled by you for the same application.

You can manage inspections in the web application on a mobile device regardless of the schedule change policy and scheduling cut-off times defined by your agency for public users. You can also manage inspections on a desktop from the application details, and from the agency-level Inspections console page if you are an inspections supervisor.

A few restrictions to adding inspections or providing results may apply:

Conditions on the application can prevent you from adding an inspection and providing inspection results. They can also prevent you from adding or proceeding with a final inspection.
Agencies may also only allow inspections to be performed after prerequisite inspections are completed. You'll receive a warning when you add or assign an inspection with prerequisite inspections that haven't passed or been corrected, but you can override the requirement.
Before scheduling the final inspection, inspectors must complete all other required inspections with a passing or corrected result.

If an inspection type is defined as required in the inspection group, but you turn off the Required switch when the inspection is created, then it's no longer considered a required inspection when completing the final inspection.

For more information, see Working with Conditions and Setting Up Inspection Groups.

Adding an Inspection in Oracle Inspector

You can use the Add Inspection action to create an inspection for an application from any inspection assigned to you. As an inspector supervisor, you can add an inspection regardless of the inspection assignment. You can't create an inspection if the appliction is completed, canceled, withdrawn, or denied.

Here’s how to add an inspection:

Click the inspection type link for an inspection on the Inspection Tasks page.

The inspection can have a Scheduled, Completed, or Canceled status.
Click the three-dot Actions menu button on the inspection overview panel.
Click the Add Inspection link.

The Add inspection drawer opens, displaying the same application information, including number, type, and applicant, as for the original inspection.

Note: You can't add an inspection if a Prevent Inspection Schedule or Prevent Final Inspection condition has been applied to the application. In addition, if your agency supports pending inspections, the system prevents you from creating a new or duplicate inspection when an inspection of the same type is already pending. The existing pending inspection can be scheduled.
Turn on the Pending switch if this is a placeholder inspection. This switch is only available if set up by your agency. Pending inspections won't show up in the Oracle Inspector web application. You can create a pending inspection even if conditions have been applied to the permit or business license.
Click the All button to view all of the agency’s available inspection types. You can select any inspection type, including those that aren’t in the inspection group for the permit type.

You have the option to search the available inspection types.
Click the Inspection Group button to view only the inspection types in the inspection group assigned by the agency to the application type.
Select an inspection type.
Click Continue.
You have the option to turn on the Required or Pending switches to make the inspection required or pending, respectively. Turn off the Pending switch if you want to schedule the inspection.
Enter values in the date and time fields.

Depending on the scheduling method set up by your agency, you enter either the Preferred Date and Preferred Time or the Ready-by Date and Ready-by Time, then your inspection supervisor assigns the inspection in the Inspections console or Inspections page in the application details. You may also see only date fields, depending on the agency-level permit or business license options for inspections using the Ready or Request scheduling methods. For inspections using the Schedule scheduling method, you select and immediately assign an inspector to a date or a date and time.

When you add a pending inspection, the assignment switch as well as the date and time fields aren't available.
In the Request section, you can update or add information, including the address, inspection location, comments, and the location contact with their contact details. This is optional.
Click Save.

For more information about scheduling methods, see Setting Up Inspection Types.

Viewing or Updating an Inspection Schedule in Oracle Inspector

Agency staff can update an inspection, regardless of the schedule change policy and scheduled cutoff time; these restrictions only apply to public users. If the inspection has a Canceled or Completed status, you can still view the schedule details.

Here's how to view or update an inspection schedule:

Click the inspection type link for an inspection on the Inspection Tasks page.

You can only update inspections with a Scheduled status.
Click the edit button with the pencil icon on the inspection overview panel.
The inspection information is displayed on these tabs:
- Details
- Attachments
- Comments
- Time Recording

On the Details tab, you can review and update these inspection details for inspections assigned to you or as an inspector supervisor:

Page Element	Description
Required	The switch to indicate whether an inspection is required.
Application ID and Application Type	Displays the application number and type. Click the application number to go to the application details.
Conditions	Displays the number of conditions and the severity of the most severe condition. For example, Notice, Hold, or Lock.
Description	Displays the application description.

The Schedule section displays the inspection schedule information, based on the setup for the inspection type. Here's how you can manage the schedule:

Page Element	Description
Assign to me	Turn on this switch to claim another inspector's inspection, if the inspection is eligible be claimed.
Schedule Date and Schedule Time	Update the date and time. You may see a date and time, date only, or time range, depending on agency setup.
Inspector and Inspector Arrival	Displays the assigned inspector and the schedule based on the values in the schedule fields.
Reschedule	Click this button to open the Reschedule drawer, where you can reassign the inspection to another eligible inspector, based on their availability after a selected date. This drawer displays scheduling fields based on the scheduling method assigned to the inspection type by the agency. You may be required to enter a preferred date and time or preferred date; a ready-by date and time or ready-by date; or a list of dates and times, time ranges, or dates to choose from. If scheduling method is Schedule, you can see inspector availability. In the From Date field, use the Select Date button or enter a different date to display inspectors available after that date. Each inspector appears with the date and time they're available and this information: Edit - Click the button to select a different time for the selected inspector. Preferred - Identifies an inspector who has been requested for this type of inspection. Click the Override Availability button to pick any inspector, date, and time without restrictions. Click Done to close the drawer.
Postpone	Click this button to take this inspection off the schedule. You can schedule it later from the inspection list on a desktop.
Cancel Inspection	Click this button to enter a cancellation reason and confirm that you want to permanently remove this inspection.

The Request section provides further details regarding the inspection request. You can review and update this information:

Page Element	Description
Address	Displays the address of the inspection.
Inspection Location	Enter a description of where the inspection takes place, such as the kitchen.
Comments	Enter inspection-level comments.
Location Contact and contact information	Enter a location contact or click the Select from List button to select a location contact from a list of contacts. You can also enter or update the contact information for the location contact, including the preferred contact method, phone number, mobile phone number, and email.

Click the Attachments tab to view inspection and checklist attachments that have been uploaded in the web application. You can view other attachments in the application detail pages.
Click the Comments tab to view or add comments.
Click the Time Recording tab to view or add time entries.
Click Save.

The updated inspection appears on the Inspection Tasks page unless you have postponed or canceled the inspection.

Claiming an Inspection

An inspector can claim a scheduled inspection assigned to another inspector when the inspection isn't yet complete and certain criteria are met. The inspector who claims the inspection must have the Building Inspector or Business License Inspector job function with district and inspection type job attributes that match the inspection's district and type attributes.

When an inspector claims the inspection, they can also select a new inspection date and time. If the Permit Inspection Rescheduled and Business License Inspection Rescheduled communication events and templates are configured by your agency, the system generates a notification when you claim or reschedule the permit or business license inspection, respectively.

Here's how to claim an inspection:

Click the inspection type link for an inspection on the Inspection Tasks page.
Click the three-dot Actions menu button on the inspection overview panel.
Click the Assign to me link.
Click Assign.
You can also claim an inspection by clicking the edit button with the pencil icon on the inspection overview panel. The Assign to me option appears with the scheduling information on the Details tab in the inspection details. Click Save.

Canceling an Inspection in Oracle Inspector

Inspection supervisors and the assigned inspector can cancel inspections with a Scheduled status. When you cancel an inspection, you can't restore it; the cancellation is permanent. However, you can add a new inspection for the same application or view the inspection schedule details for the canceled inspection.

Here's how to cancel an inspection.

Click the inspection type link for an inspection on the Inspection Tasks page.
Click the three-dot Actions menu button on the inspection overview panel.
Click the Cancel Inspection link.

You can also cancel an inspection by clicking the edit button with the pencil icon on the inspection overview panel. The Cancel Inspection button appears with the scheduling information on the Details tab in the inspection details.
On the Cancel Inspection page, enter a cancellation reason. Your agency may require comments, depending on settings in the agency options.
Click Confirm to permanently cancel the inspection.

The canceled status and any comments entered appear on the inspection details. The status also appears on the inspection on the Inspection Tasks page.