Setting Up the Agency Inspections List

Your agency enables access to the comprehensive Inspections list page for agency staff in the Functional Setup Manager. Default filters in the Search field on the Inspections list page in the Redwood Experience are configured in the agency-level Inspections options.

For more information about the Inspections list for agency staff, see Managing Inspections for an Agency.

Setting Up Inspections List Filter Defaults

In the Inspections section of the Agency Details setup page, you can set up the default filters for the inspections list for both the Permits and Business Licenses offerings. For more information about agency-level setup on the Agency Information page, see Setting Up Agencies.

Page Element	Description
Default Inspection Status Filter	Select a default value for the inspection status filter on the Inspections list page for agency staff displayed using the Redwood Experience: Pending - Displays inspections with no inspector assigned and the status is Pending. Requested - Displays inspections that were requested and the status is Requested. Scheduled - Displays inspections that were scheduled and the status is Scheduled. Completed - Displays inspections with a Completed status. Canceled - Displays inspections with a Canceled status. If you leave the default value blank, inspections with any of the listed status types are displayed. This field is optional but will default to Requested for a new agency or offering implementation. Note: This field is only available when your agency has enabled the agency's Inspections list page using the Redwood Experience in the Functional Setup Manager.
Default Inspection Date Filter	Select a value in the time period filter to correspond with the date type filter on the Inspections list page for agency staff displayed using the Redwood Experience: Today Yesterday Tomorrow Next Week or Last Week Next Month or Last Month

Note:

The Default Inspection Date Type Filter field is displayed only when the classic Inspections list page has been enabled in the Functional Setup Manager. See the documentation for prior releases.

Defaulting Behavior in the Redwood Experience

Agency setup enables filter chips to be automatically applied when an agency staff member opens the Inspections list page displayed using the Redwood Experience.

The Default Inspection Date Filter is used together with the Default Inspection Status Filter to determine whether a date chip is also defaulted. If you leave the default status filter value blank, inspections with any of the listed status types are displayed and a date filter isn't applied. The Default Inspection Status Filter field is optional but defaults to Requested for a new agency or offering implementation and can be changed.

When both a default status and a default date value are set, the system defaults a date chip based on the status:

Default Inspection Status Filter	Date chip defaulted	Example chip displayed
Requested	Preferred Date	Preferred Date: Today
Scheduled	Scheduled Date	Scheduled Date: Next Week
Completed	Completed Date	Completed Date: Last Month