Managing Inspections for a Permit

The permit information includes a consolidated list of inspections related to a permit. As a permit coordinator, you manage inspection activity for a permit—including status, inspection results, code or requirement violations, and more—on the Inspections list page in the permit details featuring the Redwood Experience user interface.

As agency staff, you use the Inspections list page in the permit details to view a complete list of inspections for a permit application. Registered public users only see inspections in the list for permits for which they are the applicant or a contact with permit access.

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. For more information about managing inspections using the Inspector Application on a mobile device, start with Viewing Inspection Tasks.

Depending on your permissions as agency staff, here's how you can manage inspections on the Inspections page in the permit details:

• Manage inspection activity for a primary permit and its subapplications.

• Access inspection details.

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

• Assign an inspection.

For information about subapplications associated with a permit, see the documentation about the permit application details available in the classic user interface found in Using Community Development Permits guides for earlier releases.

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 permit. For more information, see Requesting and Scheduling Inspections. For more information about the Inspections console page for agency staff and the consolidated Inspections list page for registered public users, which are displayed using the classic interface, see Managing Inspections for an Agency. For information about using the Inspector Application on a mobile device to manage permit and license inspections, see Managing Scheduled Inspections.

Viewing Inspection Activity

Here's how to view the inspections associated with a permit.

1. After you access the permit, expand the Progress section in the left navigation panel.

2. Click Inspections in the left navigation panel to open the inspections list for the permit.

3. On the permit's Inspections list page, use the search or filter for finding or viewing the inspections in the grid:

   Page Element	Description
   Filter by pending status	Select the checkbox to view only the inspections in a Pending status in the grid. Pending inspections can be manually created by agency staff or automatically created for an application type, depending on agency-level setup. Inspections are moved to a pending status when an inspection is postponed or indefinitely put on hold. Registered public users can only postpone inspections if allowed by the agency. For more information, see Setting Up Agency-Level Options for Permits.
   Search	Enter identifying text in the lookup field. Remove the search text if no matching inspections were found.

   You can also click the Export button to download the list of inspections.

4. Here's how you can monitor inspection activity in the grid:

   Page Element	Description
   Inspection	Displays the inspection number. Click the inspection number link or row to open the inspection details pages. Inspection numbers are automatically generated based on the autonumbering definition in the inspection type.
   Inspection Type	Displays the inspection type, for example, 406 Drywall. The inspection type determines 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.
   Required	Indicates whether an inspection type is required.
   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, in a badge. Depending on the inspection statuses defined by your agency, the status can be one of these: Scheduled Requested Completed Canceled Pending
   Result	View whether the inspection passed or failed. For more information, see Viewing Inspection Results.
   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, scheduling may only require a date.
   Schedule Start Date	Displays the date or date and time when the inspection is scheduled. Depending on your agency's setup, you may be required to enter only a date or time range when scheduling the inspection.
   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.
   Completion Date	Displays the date and time when the inspection was completed.
   Application and Application Type	Displays the permit number and permit type that this inspection is for.
   Property and City	View the address of the property and the city associated with the inspection.
   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.
   Reinspect	Click to schedule a reinspection. This link is available when the inspection has failed. 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, see Requesting and Scheduling Inspections.
   Assign	Click the link to assign an inspector to the inspection. For more information, see Assigning Inspections.

5. 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.

   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, and registered public users can cancel their inspections, depending on the agency-level setup for permits or business licenses. Inspections are also canceled automatically when an agency staff member withdraws the application associated with the 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.

Adding Inspections

You can't create a new or duplicate inspection when an inspection of the same type is already in a Pending status; however, you can schedule the existing pending inspection.

Page Element	Description
Add	Click the + button to request an inspection on the Add inspection drawer. For more information, see Requesting and Scheduling Inspections.