Working with Inspection Details

In the Inspector Application for permit and license inspections featuring the Redwood Experience, you view the inspection overview panel, view inspection history for reinspections, and initiate actions for performing inspections on the inspection detail panels, including working with checklists, comments, attachments, signatures, and time recording.

Access the inspection overview and detail panels by clicking the inspection type link for an inspection on the Inspection Tasks page. In the inspection overview panel, you can:

  • Review the inspection number, type, and its status.

  • Access application details associated with the inspection.

  • Review the description of the application.

  • Locate the inspection site on a map.

  • Review reference entities selected during inspection scheduling.

  • Review inspection status, rating, score, and number of major violations of completed inspections.

  • Identify reinspection information, including the date of the previous inspection and access to the inspection history.

  • Identify whether the inspection is unannounced.

  • Identify the inspector, location contact, and contact information.

  • Read requester comments and special location instructions.

  • Claim an inspection assigned to another inspector.

  • Access the conditions applied to the application.

  • Update your estimated time of arrival at the property.

  • View and update, add, or cancel an inspection.

  • View the cancellation reason for canceled inspections.

  • Reschedule or postpone an inspection.

This example illustrates the inspection panels for a permit inspection containing the field values described in the surrounding text. The panels in the carousel include inspection overview information, checklists, comments, attachments, and signatures. The time recording panel appears after the signatures when you rotate the carousel.

Example of a permit inspection in the Inspector Application, described in the surrounding text

Inspection detail panels

You can view this information and take these actions on the inspection overview panel:

Page Element

Description

Inspection type, number, and status

View the inspection type, inspection number, and inspection status. The status badge can be Scheduled, Canceled, or Completed. An Overdue badge indicates that the inspection wasn't completed on the scheduled day.

Unannounced inspections are also identified.

Inspections Action menu button

Click the Actions menu button in the inspection header information panel to perform these actions:

  • Add Inspection – Add an inspection for the same application. This action is available on inspections with a Scheduled or Canceled status. When the application status is Withdrawn or Completed, you will no longer be able to add new inspections. You can, however, add inspections for business licenses in a Completed status.

  • Assign to me – Click to claim a scheduled inspection assigned to another inspector.

    This action is only available when the inspector who claims the inspection has the Building Inspector or Business License Inspector job function with district and inspection type attributes that match the inspection's district and type attributes.

  • View or Apply Conditions – Click to open the Conditions page. For more information, see Working with Conditions and Working with Application Conditions.

  • Cancel Inspection – Click to cancel an inspection with a Scheduled status. Enter a cancellation reason and confirm to permanently remove the inspection.

  • Update ETA (update estimated time of arrival) – Click to enter your ETA at the property in the Start Time and End Time fields. You can use the Delete button to delete the previously saved values.

    Your agency can set up automatically generated notifications when an ETA is updated using the Permit Inspection ETA Updated or Business License Inspection ETA Updated communication events and templates.

  • Get Information – Click to see inspection information, including who created the inspection and when, and who updated the inspection and when.

  • View Summary Report – View the inspection summary report for a completed inspection. The agency must configure the summary report first. See Setting Up Reports.

    You can also follow the agency steps for Generating Reports on a desktop.

For more information about these actions, see Managing Scheduled Inspections.

Result

Click the button to result the inspection on the Inspection Result page. This button is disabled if you aren’t the assigned inspector. For more information, see Submitting Inspection Results.

Inspection Location

Click the address link to view the inspection location on a map. If any location notes have been added, they appear here.

Reference Entity

Click the link to view the reference entity details. Only available on permit inspections when 1 or more reference entities were selected during scheduling and you're working online. For more information, see Requesting and Scheduling Inspections.

Schedule

Displays the scheduled date or date and time, depending on the inspection type's schedule method set up by the agency; the ETA or estimated time of arrival, if provided; and the inspector arrival. Depending on the agency setup, inspector arrival can be a specific time, time range, or date only.

Previous inspection <date>

Click the previous inspection date link to open the Inspection history drawer, which contains information about the current reinspection and failed inspection. Previous inspection information is available whether AI functionality is enabled or not, but a summary is generated with an AI implementation. For more information, see Reviewing Inspection History.

Inspection Result

Displays the result provided on the Inspection Result page. Depending on the scoring method, you may see Total Score, the number of Major Violations, and Grading information.

Assess Fee

Displays Yes or No depending on the Assess Fee selection on the Inspection Result page.

Inspector

Displays the name of the assigned inspector.

Comment

Displays inspection comments, If there isn't any inspection comment, you won't see the section.

Location Contact

Click the name of the location contact for preferred contact information such as phone number, and email address or text message.

Permit or Business License

Displays the application type and number, application status, the number of conditions applied to the application, and the level of the most severe condition. Here's how you can access more information when you're working online:

  • Click the application type link to open the application details.

  • Click the link with the number of conditions to open the Conditions page.

If available, the application description is displayed. Business licenses also display the Doing Business As (DBA) name.

Using AI Assist for an Inspection

If your agency has configured the Inspection Assistant on the inspection overview panel, select AI Assist to ask questions about the inspection that you’re viewing. You can use the current inspection as the context for your questions.

  1. On the Inspection Tasks page, select the inspection type link to open the inspection.

  2. On the inspection overview panel, select AI Assist.

  3. Enter a question about the current inspection. For example, enter Show this inspection’s details or Show the comments for this inspection.

  4. Review the answer and ask a follow-up question when you need more detail.

The assistant retrieves inspection details, comments, checklists, checklist items, and instructions. It can also retrieve information exposed by the business objects for the associated permit or business license application. Identify the application or inspection number when asking about a different record.

Answers depend on the data available through the assistant’s tools. The assistant doesn’t retrieve application conditions or inspection routing information. To review conditions, use the application condition links or actions on the inspection overview panel.

Use the page actions to add or update information, assign or reschedule an inspection, or provide inspection results. The Inspection Assistant provides conversational access to information.

The assistant is separate from Inspection History Summary, which provides a saved summary of prior failed inspections in the Inspection history drawer. For information about that summary, see Reviewing Inspection History.

AI Assist is available only when your agency has configured it on this page and provided access to the published agent team. For task-list questions, see Viewing Inspection Tasks. For use on the Inspection Result page, see Submitting Inspection Results.

Working with the Inspection Detail Panels

You work with different aspects of the inspection using the inspection detail panels. Here's information about the panels:

Panel Name

Description

Checklists

Open a checklist to work with its checklist items. You can view and update checklist and checklist item results and add comments and attachments even if you aren’t the assigned inspector. The Result Inspection button in the page header is disabled if you aren’t the assigned inspector. This panel is unavailable if the inspection type isn't set up to use checklists. For more information, see Using Inspection Checklists.

Click the name of the checklist to open the Checklists page. From here you have access to the inspection checklist items. See Using Inspection Checklists.

Note:

You can't work with checklists if there's a condition on the application that prevents the final inspection or prevents inspection results.

Click the Checklists link to open the checklists page. For more information, see Using Inspection Checklists.

Comments

Displays the inspection comments. Checklist comments are available only on the Checklists page.

Click the Add Comment (+) button to add an inspection comment.

For each comment listed in the panel, you can do this:

  • View the comment text, who created the comment and when, and who updated the comment and when.

  • View a badge to indicate whether the comment can be viewed by the public (Public) or only agency staff (Private). Inspector comments are visible to the public unless the agency selects an option to hide them.

  • Click the View Details button to open the Comments page. Review or add comments related to the inspection.

Click the Comments link to open the comments page, where you can also search comments. For more information about comments, see Working with Comments.

Attachments

Displays a list of inspection attachments.

Use the Drag and Drop region to add attachments or documents related to the inspection, such as videos or annotated photos. Click the region to select a local file or drag a file into the region to upload the file.

Use the Search field to find an attachment.

For each attachment listed in the panel, you can click the three-dot actions button and select an action. Download and delete actions are available depending on your permissions.

  • View Details: Open the Attachment details drawer and view the file details.

  • Download: Download a copy of the file.

  • Preview: Open a preview window.

  • Delete: Remove the file.

Click the View all attachments link to open the attachments page. For more information about attachments, see Working with Application Attachments.

Signature

Review inspector, contractor, and owner signatures, as configured by your agency. The assigned inspector can open a signature to add or update it. If you aren’t the assigned inspector, the Signature panel remains visible, and selecting an inspector, contractor, or owner signature opens a view-only page. You can view an existing signature, but you can’t add or update a signature. Signature availability and requirements continue to depend on the inspection type setup.

Click the Not signed link to open the signature drawer and sign in the fields provided.

After saving, the signee's name appears as a link to view the signature. A date and time shows when the inspection was signed.

Time Recording

Displays time entries for the inspection. Available for permit inspections only.

Click the Add Time (+) button to record the amount of time you spend on an activity.

For each time entry listed in the panel, you can do this:

  • View the category and subcategory of the time entry associated with the time code, the amount of time entered, the agency staff associated with the time entry, and the time entry date.

  • Click the name associated with the time entry to open the Time details drawer, where you can make updates depending on your permissions.

  • Delete the time entry.

Click the Time Recording link to open the time recording page. For more information about adding and working with time entries for inspections, see Reporting Inspection Time.