Inspection Evaluation Overview

The inspector evaluates a building site for adherence to codes and regulations required for a permit or business license application. The example here provides information about an inspection set up to use automatic score calculation with the bottom up scoring method.

A permit or business license application might require one or more inspections, each inspection might have one or more checklists, and each checklist might have checklist items or not, depending on the inspection configuration. The inspector performs an inspection by assessing the checklist items, if any, then checklists, and up to the inspection level. The evaluation results that the inspector enters are rolled up to the next level until a final inspection score is calculated if scoring is used.

Scoring is not required. The score is rolled up to the next level automatically only if scoring is used. Otherwise, you specify the result manually on each level.

The following example describes the setup and results of performing an inspection using the bottom up method of scoring. Scoring bottom to top indicates that the inspector starts with a zero score and adds points for each criterion that is met.

Example: Using the Bottom Up Scoring Method

Before you begin, set up the assessment type, rating method, passing rule, scoring method, and checklist, which includes the checklist items. In this case, you don’t need to set up the checklist group, because checklist and checklist group are mutually exclusive of each other.

This example illustrates setup for an inspection on the Inspection Type Details page. Details are in the surrounding text.

The setup includes the following:

1. Assessment Type

   The assessment type is used in the inspection type definition. During the inspection, the inspector selects an available result option as defined in the assessment type and associated with a system result. The system result determines the scoring calculation as follows:

   Displayed Assessment Name	System Result	Scoring Calculation
   Pass	Pass	Score = All Points
   Corrected on Site	Corrected	Score = All Points
   Partial Pass	Fail	Score = No Points
   Fail	Fail	Score = No Points
   NA (not applicable)	Other	Score = No Points

   The system result—not the displayed result option based on the assessment name—controls scoring and workflow processing.

   Note:

   Only the displayed assessment name is configurable by the agency. The available system results are Pass, Fail, Corrected, and Other. You must have one assessment with a system result of Pass and at least one assessment with a system result of Fail. Multiple assessments can map to Fail, Corrected, and Other.

   See Setting Up Inspection Assessment Types.

2. Inspection Scoring Method

   The scoring method is defined on the inspection type. In this example, the scoring method is Bottom Up.

   See Setting Up Inspection Types.

3. Rating Method

   When you use a scoring method, you also must set up a rating method. The rating method defines the range of scores used at the inspection type level.

   See Setting Up Rating Methods.

4. Checklist

   The checklist used in the inspection is defined on the inspection type. For example, the checklist could be Electrical for a residential addition. For multiple checklists, you enter a checklist group name. A checklist group can have different inspection checklists, such as both Electrical and Plumbing for a residential addition.

   See Setting Up Inspection Checklists.

5. Checklist Item

   The inspection score is defined in the inspection checklist details. In this example, each checklist item is set up with a possible score of 25. The inspector’s assessment determines how many points are applied to the checklist. When the inspection result is Pass, the item receives the complete score.

   See checklist details in Setting Up Inspection Checklists.

Based on the setup, an example inspection evaluation might look like this:

Checklist Item	Possible Score	Inspector’s Checklist Item Result (Assessment)	Assessment System Result	Calculated Score	Checklist Total Score
1	25	Pass	Pass	25	Item 1 = 25
2	25	Pass	Pass	25	Item 1 + Item 2 = 50
3	25	Corrected on Site	Corrected	25	Item 1 + Item 2 + Item 3 = 75
4	25	Fail	Fail	0	Item 1 + Item 2 + Item 3 + Item 4 = 75

For multiple checklists, the sum of the checklist scores determines the inspection score.

Requirements for Inspection Workflow Task Advancement

In order for the underlying transaction workflow to advance to the next task, the inspection results must match these criteria:

1. At least one inspection must be set as the final inspection.

2. At least one of the final inspections must be set to complete.

3. Workflow evaluates the mapped system result. For a final inspection set to complete, the result value must be set to either Pass or Corrected only.

   Note:

   If there are multiple final inspections set to Complete, at least one of the complete final inspections must have a result value of Pass or Corrected. An agency-defined Partial Pass mapped to Fail doesn’t satisfy a workflow requirement for Pass or Corrected.

4. If these conditions aren't met, the transaction can still proceed if the PSC_UNRESTRICTED_ACTIONS workflow process custom property includes the action. For more information, see Using Custom Properties.