Setting Up Inspection Groups

An inspection group identifies a group of inspection types that you can associate with a type of permit or business license application. You can set up inspection groups on the Inspection Group page. Agencies can also identify inspection dependences for inspections in the group on this page.

The inspection group includes one or more inspection types. After you define inspection groups, you can reference them on the permit type or business license type.

Before setting up inspection groups, you must set up inspection types for your agency on the Inspection Type page. See Setting Up Inspection Types.

Note:

You define the default inspection dependencies for a permit or business license type in the inspection group setup. Your agency defines default inspection dependencies used across permit types on the global inspection dependencies page. See Setting Up Inspection Dependencies.

Adding Inspection Groups

1. Select Inspection Setup > Inspection Group.

2. On the Inspection Group page, click Add to add a new inspection group.

3. On the Inspection Group Details page, enter a name and a description for the inspection group.

4. Click the Enabled switch to enable the new inspection group.

5. To add inspection types to include in the group, click Add in the Inspection Types section.

6. Enter values in the columns for each inspection type:

   Page Element	Description
   Inspection Type	Enter an existing inspection type.
   Description	The description for the inspection type you entered appears in this field.
   Select Dependencies	Click the link to set up inspections to be completed in a prescribed order. On the Dependencies modal page, identify the prerequisite inspection types for each inspection type in a group. Prerequisite inspections must be completed with a system result of passed or corrected before you schedule or assign the inspection with the dependencies. The system doesn't allow two inspections to reference each other. Dependencies setup isn't available when the Unannounced column displays Yes. Only system administrators can set up inspection dependencies.
   Dependencies	Displays the prerequisite inspection types for an inspection type as defined by a system administrator. The dependencies listed for an inspection type indicate that those inspections must pass or be corrected before the applicant or contractor can schedule an inspection with that type. For example, a Rough Electrical inspection must pass before the Final Inspection can be scheduled or assigned. Unannounced inspections don't have any dependencies.
   Unannounced	Indicates whether an inspection type has been defined to be unannounced or hidden from public view until the inspector submits the results. Here are some considerations for implementing unannounced inspections: Inspection dependencies Unannounced inspection types can't have prerequisite inspections or be prerequisite inspections for other inspection types. The dependencies setup is unavailable. Required inspections An unannounced inspections can't be set to Required unless it's the only inspection in the inspection group. As the only inspection in the group, it will be the final inspection. The Required switch is also unavailable for unannounced inspections on the inspection request page. Inspections for linked permits When an inspection type is associated with a permit linked to other permits, you can't update the inspection type to be unannounced, unless the permit status is Expired or Withdrawn. For more information, see Setting Up Inspection Types.
   Required	Turn on the switch if the inspection type is required for the inspection group. The final inspection is automatically required. Agency staff can also overwrite the Required setting in the inspection group when creating an inspection request. Even if an inspection type isn't required, the required status may change based on business rules during processing.
   Final Inspection	Turn on the switch if this inspection type is the final inspection. One inspection in the inspection group must be marked as the final inspection, and the final inspection is automatically required. Inspectors must complete all other required inspections with a passing or corrected result before agency staff can schedule the final inspection or assign an inspection in a pending status to an inspector.

7. On the Inspection Group Details page, click Save.

Modifying or Deleting Inspection Groups

You can modify or delete inspection groups on the Inspection Group page.

1. Select Inspection Setup > Inspection Group.

2. On the Inspection Group page, select the inspection group that you want to modify.

3. On the Inspection Group Details page, you can only modify the inspection group description. You can't change the group name.

4. Click the Enabled switch to enable or disable the inspection group.

5. If you want to delete the inspection group, click Delete on the Inspection Group Details page.

6. Click Save to save any changes.

7. If you want to delete multiple inspection groups, you can delete them from the Inspection Group page:

   1. Click Edit.

   2. Select the checkboxes for the inspection group rows to delete.

   3. Click Delete.

8. In the inspection types grid, you can:

   1. Click the Required switch to make the inspection required before the final inspection.

   2. Click the Final Inspection switch to set an inspection type as the final inspection. One and only one row must be set as the final inspection.

   3. Click Add to add a new inspection type row.

   4. Click the Delete icon at the end of the row to remove an inspection type from the group.

   Note:

   You cannot change the inspection type ID or description, but you can remove an inspection type and add another.

9. Click Save to save any changes.

10. If you want to remove an inspection type from the group, click Delete.