Setting Up Inspection Checklists

Inspection checklists identify the items that the inspector must assess to complete an inspection. You set up inspection checklists and checklist items on the Inspection Checklist pages.

Before adding inspection checklists, you set up:

Inspection assessment types for your agency, if you want to associate a checklist with an assessment type.
See Setting Up Inspection Assessment Types.
Inspection checklist categories and subcategories, if you want to categorize your checklist items.

See Setting Up Inspection Checklist Categories.

You add, modify, and delete checklists and checklist items in the inspection setup pages. The checklist and checklist items are copied to the inspection when the inspection schedule is created, and appear on the Inspection Checklist page, the Checklist Items page, and the Checklist Item Result page.

Note:

When you modify an inspection checklist or checklist item, the updated checklist is applied to new inspections using the checklist. Existing inspections use the version of the checklist definition in use when the inspection was scheduled.

You identify the checklist or checklist group to use for an inspection on the Inspection Type page. To set up a checklist group after setting up checklists, see Setting Up Inspection Checklist Groups.

Adding Inspection Checklists

Select the Setup and Maintenance tile on the Agency Springboard to access Functional Setup Manager.
From the Setup drop-down list, select your offering: Public Sector Business Licenses or Public Sector Permits.
From the Functional Areas list in the left panel, select Business License Inspections or Permit Inspections, respectively.

The right panel shows the required tasks for the selected functional area.
Select the task Manage Inspection Checklists.
On the Inspection Checklist page, click Add (+) to add a checklist.

Here's how to add a new checklist:

Page Element	Description
Checklist	Enter a name for the checklist.
Description	Enter a description for the checklist.
Assessment Type	Select an assessment type from the drop-down menu. The system determines a passing result based on the assessment type defined for the checklist. The assessment that is defined with system status Pass is used for the passing result. Otherwise, the assessment that is defined with the system status Fail is used. Assessment types function independently of the scoring method, maximum score, and minimum score. See Setting Up Inspection Assessment Types.
Minimum Passing Score	Enter the minimum score for a passing grade. This value is required for the Bottom up scoring method. If the total score for the checklist is equal to or greater than the minimum passing score, the checklist receives a passing result.
Maximum Score	Enter the maximum score possible for the checklist. This value is required if the scoring method is Top down, which isn't currently available.
Scoring Method	Select the scoring method use for the checklist: Bottom up: Scoring from the bottom up indicates that the scoring starts with 0 (zero) and the inspector adds points for the criteria that are met. Not used: This is the default value and indicates that no scoring method is used for this checklist. 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 aren't automatically calculated starting with the checklist items, then to the checklist and to the inspection levels. Note: The scoring method specified for the checklist should match the scoring method in the Inspection Type definition.
Comment	Enter any additional information.

Turn on the Enabled switch.
Click Save.

Adding Inspection Checklist Items

On the Inspection Checklist page, select the row for the checklist to which you want to add checklist items.
On the Inspection Checklist Details page, click the Add (+) button in the Checklist items section.

Enter values for fields on the New Checklist Item page.

Required fields include the checklist item name and description.

Page Element	Description
Checklist Item and Description	Enter a name and description for the checklist item.
Required	Turn on this switch to indicate that the inspection of the item is required. The inspector can’t submit the inspection result until all required checklist items and checklist results are complete. If the checklist item is not required, you can turn off the switch.
Major Violation	Turn on the switch to indicate that this checklist item is considered a major violation if it doesn't pass inspection.
Score	Enter the score the item receives if it passes the inspection.
Category and Subcategory	Enter a category and subcategory for the checklist item. See Setting Up Inspection Checklist Categories.
Instructions	Click the Add button in the Instructions section to add instructions for inspecting the checklist item. Add instructions on the New instructions drawer, including a name for the instructions and the instructional text.

Click Save.

Modifying or Deleting Checklists

On the Inspection Checklist page, select the row for the checklist you want to modify.
On the Inspection Checklist Details page, you can change the values for all fields except for the checklist name.
If you made any changes, click Save.
If you want to delete the checklist, click Delete.

Note:
When you delete a checklist, all associated checklist items are also deleted.

Modifying or Deleting Checklist Items

On the Inspection Checklist page, select the checklist row associated with the checklist item.
On the Inspection Checklist Details page, select the row for the checklist item in the Checklist items section.
On the Checklist Item Details page, you can change the values for all fields except for the checklist item name.
If you made any changes, click Save.
If you want to delete the checklist item, click Delete.
Click Save.

Modifying or Deleting Checklist Item Instructions

On the Inspection Checklist page, select the checklist row.
On the Inspection Checklist Details page, select the row for the checklist item that contains the instructions.
On the Checklist Item Details page, select the row for the instructions that you want to modify or delete.
Change the instructional text on the Instruction details drawer. You can’t change the name of the instructions.
If you made any changes, click Save.
If you want to delete the instructions, click Delete.
Click Save.