Managing Inspections for a Permit

The permit information includes a consolidated list of inspections related to a permit and subapplications, if any. As a permit coordinator, you manage inspection activity for a permit—including status, inspection results, code or requirement violations, and more—on the Inspections list page in the permit details.

As agency staff, you use the Inspections list page in the permit details to view a complete list of inspections for a permit application and its subapplications, if any. Registered public users only see inspections in the list for permits for which they are the applicant or a contact with permit access.

Depending on your permissions as agency staff, here's how you can manage inspections on the Inspections page in the permit details:

• Manage inspection activity for a primary permit and its subapplications, if any.

• Access inspection details.

• Request, schedule, postpone, reschedule, cancel, or claim an inspection.

• Assign an inspection.

• Work with inspection types for which the inspector arrives unannounced at the inspection site.

For information about subapplications associated with a permit, see Linking Primary and Subapplications.

You can view the same information and perform many of the same actions on other inspection pages as well, including the inspection request page for a permit. For more information, see Requesting and Scheduling Inspections. For more information about the Inspections console page for agency staff, which is displayed using the classic interface, see Managing Inspections for an Agency. For information about using the Inspector Application on a mobile device to manage permit and license inspections, see Viewing Inspection Tasks and Managing Scheduled Inspections.

Viewing Inspection Activity

Here's how to view the inspections associated with a permit.

1. After you access the permit, expand the Progress section in the left navigation panel.

2. Click the Inspections menu item in the left navigation panel to open the inspections list for the permit.

3. On the permit's Inspections list page, use the search or filter for finding or viewing the inspections in the grid. Enter text in the search field or use delivered filters, such as the status or completed date range, when available.

   Remove the search text if no matching inspections were found.

4. Here's how you can monitor inspection activity in the grid:

   Page Element	Description
   Inspection	Displays the inspection number. Click the inspection number link or row to open the inspection details pages. Inspection numbers are automatically generated based on the autonumbering definition in the inspection type.
   Inspection Type	Displays the inspection type, for example, 406 Drywall. The inspection type determines the scheduling method, assessment type, passing rule, rating method, scoring method, type of inspection checklist, and so on. For more information, see Setting Up Inspection Types.
   Required	Indicates whether an inspection type is required.
   Unannounced	Indicates whether the inspection type is for an inspection where the inspector arrives unannounced, without any prior communication sent to the applicant. Unannounced inspections are hidden from applicants and contacts with application access until the inspector has submitted the inspection results. For more information, see Setting Up Inspection Types and Setting Up Inspection Groups.
   Status	View the inspection status, in a badge. Depending on the inspection statuses defined by your agency, the status can be one of these: Scheduled Requested Completed Canceled Pending
   Reinspect	Click to schedule a reinspection. This link is available when the inspection has failed. The reinspection request has a new inspection ID, and it includes all of the information from the failed inspection. Before submitting the reinspection request, you must enter the required scheduling information based on the scheduling method of the inspection. For more information, see Requesting and Scheduling Inspections.
   Assign	Click the link to assign an inspector to the inspection. For more information, see Assigning Inspections.
   Result	View whether the inspection passed or failed. For more information, see Viewing Inspection Results.
   Preferred Date	Displays the preferred date and time for inspections configured with the Request scheduling method. Depending on your agency's setup, you may only be required to enter a date.
   Ready By	Displays the date and time when the work is ready to be inspected for inspections configured with the Ready scheduling method. Depending on your agency's setup, scheduling may only require a date.
   Scheduled	Displays the date or date and time when the inspection is scheduled. Depending on your agency's setup, you may be required to enter only a date or time range when scheduling the inspection.
   Inspector Arrival	Displays a value that indicates when the inspector will arrive as viewed by the applicant or contacts with application access. When the scheduled start is a date only, the same date appears for the arrival. If your agency has set up scheduled time ranges, you might see a value such as Morning or Afternoon.
   Completed	Displays the date and time when the inspection was completed.
   Application and Application Type	Displayed only when there's a primary and subapplication relationship for the permit. Indicates the permit number and permit type that this inspection is for. Click the application link to access the application details.
   Property and City	View the address of the property and the city associated with the inspection.
   Relationship Type	Displayed only when there's a primary and subapplication relationship for the permit. The relationship type indicates whether the inspection is associated with the primary permit (Primary) or one of its subapplications (Subapplication). You can click the column title to change the sort order to display inspections associated with primary permits or with subapplications first.
   Reference Entity	Displayed only when there are reference entities linked to the permit that have been selected for inspection during scheduling. Click the entities link to review the entity details. For more information, see Linking Reference Entities to a Permit.
   Inspector	Identifies the inspector assigned to the inspection. The date or date and time of the scheduled inspection is displayed beneath the inspector’s name. Public users can't see the inspector name on inspections or request inspectors.
   Reinspection	For failed inspections that have been reinspected, this column displays the unique identifier for the reinspection. For reinspections, this column displays the unique identifier of the original failed inspection. Note: Reinspection information appears after you submit a reinspection request.

5. Click the three-dot Actions icon button in the inspection row to view the available menu items for the inspection based on your permissions and the inspection status.

   Page Element	Description
   View Details	Select to view the inspection details. This option is available for all inspection statuses. For more information, see Reviewing Inspection Details.
   Postpone	Select to take an inspection off the schedule. This action moves the inspection into the Pending status. You can postpone inspections that have been requested or scheduled status when you want to wait to schedule the inspection. Agency staff can always postpone inspections, but registered public users can only postpone or cancel inspections based on the agency-level options for permits and business licenses.
   Cancel Inspection	Select to permanently remove the inspection. This action can't be undone, but if needed, you can request a new inspection. Agency staff can manually cancel inspections on the Inspections list page, but registered public users can only cancel their inspections, depending on the agency-level setup for permits or business licenses, in the inspection details. Inspections can also be canceled automatically when an agency staff member withdraws the application associated with the inspection request.
   Reschedule	Select to remove the inspection from the schedule and request or select a different time or date, depending on the scheduling method for the inspection type. For inspections configured with the Ready scheduling method, you enter a new date and time when the work is ready to be inspected. For inspections configured with the Request scheduling method, you enter a new preferred date and time. Depending on your agency's setup, you may only be required to enter a date.
   Assign	Select to assign an inspector to the inspection. For more information, see Assigning Inspections.
   Assign to Me	Claim a scheduled inspection assigned to another inspector. This action is available when the inspector who claims the inspection has the Building Inspector job function with district and inspection type job attributes that match the inspection's district and type attributes. If you want to reschedule the inspection, click the View Detail action to select a new date and time on the Inspection Detail page. Depending on your agency's configuration, you may only be able to select a date. Inspectors can also claim inspections on the Inspections console page for agency staff and in the Inspector Application for performing permit or business license inspections on a mobile device.

   For more information about canceling, rescheduling, and postponing inspections, see Rescheduling, Postponing, and Canceling Inspections.

6. In addition to adding a new inspection by clicking the Add (+) button, you can select one of these options, when available:

   • View Subapplications

   • View Dependencies

   • Update Dependencies

   For more information, see the next section, "Adding and Managing Inspections for a Permit."

   You can also click the Export button to download the list of inspections.

Adding and Managing Inspections for a Permit

You can't create a new or duplicate inspection when an inspection of the same type is already in a Pending status; however, you can schedule the existing pending inspection.

Page Element	Description
Add	Click the + button to request an inspection on the Add inspection drawer. You can't create a new or duplicate inspection when an inspection of the same type is already in a Pending status; you can schedule the existing pending inspection. For more information, see Requesting and Scheduling Inspections.
Update Dependencies	Click the link to view and modify the prerequisite inspections for each inspection type associated with the primary permit and any subapplications that are linked to it. On the Update Dependencies page, you can review all of the inspection types, including whether the inspection type is required or final. Expand the inspection row to add or remove prerequisite inspections. For more information, see Working with Inspection Dependencies. Note: Unannounced inspection types can't have prerequisite inspections or be prerequisite inspections for other inspection types. The dependencies setup is unavailable for unannounced inspections.
View Dependencies	Click the link to view a graphical representation of the default prerequisite inspections and any updates. Agency staff and public users with application access can view the dependencies as well as required inspections. For more information, see Working with Inspection Dependencies.
View Subapplications	Click the link to view the subapplications linked to the primary permit. You can also click Linked Permits in the left navigation panel of the permit details. See Working with Linked Permits.