Managing Inspections for a Business License Application

The business license activity details include a consolidated list of inspections related to a business license application. As agency staff, you manage inspection activity for a business license application—including status, inspection results, and more—on the Inspections page in the activity details.

As agency staff or a registered public user such as an applicant, business owner, or contact with application access, you use the Inspections page in the activity details to view a complete list of inspections for a business license application.

Here's an example of the Inspections list page in the license application details:

Inspections page in the license activity detail pages

You can perform these tasks on the Inspections list page:

  • Manage inspection activity.

  • Access inspection details.

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

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

The Inspections tab is displayed for all business license subclassifications except for the Contractor Registration and Contractor License subclassifications. To enable license inspections, your agency must opt into Business License Inspections for the Business License offering in the Functional Setup Manager.

Here's how to navigate to the list of inspections for a license application:

  1. Select the Business License Transactions tile on the agency springboard.

  2. On the License Applications page, click the row for the business license application you are working with.

  3. After you access the license, expand the Progress section in the left navigation panel.

  4. Click Inspections in the left navigation panel to open the inspections list in the license activity.

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 business license application, the Inspections console page for agency staff, and the consolidated Inspections list page for registered public users. For more information about these pages, see Requesting and Scheduling Inspections and Managing Inspections for an Agency. For information about using the Inspector Application for mobile devices, see Managing Scheduled Inspections.

Tip:

You can access this page on a mobile device as well as on a laptop or desktop computer. The layout and some functionality changes based on the device you are using.

Viewing Inspection Activity

On the license activity's Inspections list page, you can monitor inspection activity using the fields described in this section. Except for reference entities (permit inspections only) and DBA information (business license inspections only), the inspections information and flow on the Inspections page are the same for permit and license inspections.

Use the search field to filter or find inspections in the grid. You can use delivered filters or enter text in the search field. Remove the search text if no matching inspections were found. You can also click the Export button to download the list of inspections.

Note:

If the physical location changes within the agency's jurisdiction, the address is updated for pending, requested, or scheduled inspections. If the physical location moves outside of the agency's jurisdiction, pending, requested, or scheduled inspections are canceled.

When automatic creation of pending inspections is set up for business licenses, and a business location changes from outside the agency's jurisdiction to within its jurisdiction, the system automatically creates the pending inspections for in-process business license transactions that are associated with the selected location.

Here's the information you can find on the Inspections list page:

Page Element

Description

Inspection

Click the inspection number link that was automatically generated based on the autonumbering definition in the inspection type. The inspection details page opens.

Inspection types determine 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.

Inspection Type

View the inspection type description. For example, Sign Inspection.

Required

Indicates whether this inspection type is required for the application. The agency determines which inspection types are required on the inspection group setup page or when an inspection is added by authorized agency staff.

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, which can be one of these, depending on the inspection statuses defined by your agency:

  • Scheduled

  • Requested

  • Completed

  • Canceled

  • Pending

Result

Displays the inspection result, such as whether the inspection passed or failed. For example, a business license inspection may show an Approved result.

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, you may only be required to enter a date.

Scheduled

Displays the scheduled date or date and time for the inspection.

Depending on your agency's setup, you may be required to enter only a date or time range, such as "Morning" or "Afternoon."

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.

Property and City

View the address of the property and city associated with the inspection.

Note:

If the physical location changes within the agency's jurisdiction, the address is updated for pending, requested, or scheduled inspections. If the physical location moves outside of the agency's jurisdiction, pending, requested, or scheduled inspections are canceled.

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. The Reinspect button is available for failed inspections.

Performing Actions on Inspections

Let's take a look at the actions available on Inspections list page for a license application.

Page Element

Description

+ Add

Click the Add button to request an inspection on the Add inspection drawer.

For more information, see Requesting and Scheduling Inspections.

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.

Reinspect

Click this button to access the Inspection request page where you can submit a reinspection request for a failed inspection. 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 on the Inspection page, see Requesting and Scheduling Inspections.

In the Actions column, click the three-dot icon button in the inspection row to view the available menu items for the inspection based on your permissions and the inspection status.

Select one of the available actions in the menu:

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.

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