Requesting and Scheduling Inspections

Agency users can request and schedule inspections for permits to ensure compliance with application requirements. This topic reflects the page elements for adding inspections when you're viewing permits using the Redwood Experience, but the inspection information and process is the same regardless of the different look and feel.

The Add Inspection request page for a single inspection can look like this when a time hasn't been selected yet:

The scheduling link will display either Select a Time or Select a Date based on setup in the agency-level permit options, in the Scheduled Time Range section. In this example, you must click the Select a Time link to schedule the inspection because the inspection was setup with a Time Entry Method of Specific Time for the Schedule scheduling method. For more information, see Setting Up Agency-Level Options for Permits.

If you selected more than one inspection type, they are all displayed in a Selected Inspections list. The inspection's scheduling link will display Select a Time for any scheduling method as long as the Time Entry Method in the agency options isn't set to Date only. If any of the scheduling methods have the Time Entry Method set to Date only, then the link will display Select a Date, because only a date value is used (preferred date, ready-by date, or assignment date, when the setup uses the count assignment method for inspectors). For more information about the different scheduling methods that inspections can have, see Assigning Inspections and agency-level setup documentation.

For information about adding, updating, or canceling scheduled inspections in the Inspector Application using a mobile device, see Managing Scheduled Inspections. See also Rescheduling, Postponing, and Canceling Inspections.

Adding an Inspection to an Application

Here's how to add an inspection from the Inspections page in the permit details:

1. Click the + (Add) button.

2. On the Add inspection drawer, the information for the application you are working on is reflected in the fields.

   When the permit application status is Withdrawn or Completed, you can't add new inspections anymore.

3. Turn on the Pending switch to set the status of the selected inspection to Pending.

   This option is available only if the Enable Creation of Pending Inspections switch is turned on for the agency. This switch is not available to registered public users. For more information, see Setting Up Agency-Level Options for Permits.

4. In the Select inspections section, click the Inspection Group button to see a list of the inspection types that are available based on the inspection group associated with the permit application type.

   Note:

   Agency staff can select the All button to view all inspection types available for selection. The Inspection Group and All buttons aren't available to public users; they only see a list of inspection types associated with the inspection group.

   For each inspection type listed in the Select inspections section, you'll see this information:

   Page Element	Description
   Inspection type description	Displays the description set up for the inspection type code.
   Prerequisites	Displays prerequisite inspection types, if any.
   Final inspection	Indicates that this is the last inspection that needs to be done to complete the application.
   Required badge	Indicates that this inspection type is required to complete the application.

5. Select the checkbox next to each inspection type that you want to add.

6. Click Continue to access the Add Inspection request page.

7. Turn on the Required switch to make an inspection required. The Required option defaults to the inspection type setting on the Inspection Group Details page. If the inspection is outside of the inspection group, the setting defaults to not required.

   Public users can't change the Required setting for an inspection.

8. Agency staff can turn on the Pending switch to make this inspection a pending inspection on the inspection request page.

9. Depending on agency-level setup, click the Select a Time or Select a Date link to request or schedule the inspection.

   Depending on the scheduling method set up for the inspection type, agency staff and applicants can enter times in the preferred date and time fields or ready-by date and time fields, or select a time. Depending on agency setup, only date fields or date and a time range may be available. See the section, "Selecting an Inspection Time" for more information.

10. Click the Remove action menu item to remove inspection types that you don't want to include in your inspection request. At least 1 inspection type is required in the request.

11. In the Request section, enter or update the address, inspection location, comments, location contact, and location contact's contact information.

12. Click the Submit button.

For information about updating and viewing dependencies, which is only available in the classic inspection request interface, see Working with Inspection Dependencies. For information about working with subapplications, which is only available in the classic interface, see Working with Linked Permits.

If the Inspection Requested communication event is configured, the system automatically creates an email notification that an inspection request has been created. For more information, see Delivered Communication Events.

Selecting an Inspection Time

The Select a Time or Select a Date link will always be displayed, regardless of the scheduling method set up by your agency for the inspection type. In the Redwood Experience, click the scheduling link to open the drawer where you can add a time or date: Ready-by Date/Time; Preferred Date/Time; or Schedule a Time, Date, or Date and Time Range. The available fields depend on the setup by your agency for the inspection type.

The Schedule Cuttoff Time setting in the agency options for inspections will affect the public user's ability to enter Preferred or Ready-by Dates or the dates that are available to be selected when the scheduling method is Schedule. When the cuttoff time has passed, the public user won't see today as an option in the fields where they enter a preferred date or ready-by date, or select a date or date and time.

Only inspections supervisors can see the inspector names and override availability.

The dates and times that are available for inspection scheduling are based on the following factors:

• Type of inspection and when the inspection can be performed.

• District of the parcel or district associated with the address.

• Inspectors assigned to the district and inspection type.

• Availability of the inspectors according to work schedules, holiday schedules, and inspection calendars.

An inspector's availability may also depend on whether your agency has set up a maximum daily inspection count for date-only inspection scheduling.

After you select a time and submit the request, the Reschedule option is available in the Actions menu for the inspection to select a different time.

For more information on scheduling inspections as a supervisor, see Managing Inspections for an Agency.

For more information, see Setting Up Inspection Scheduling and Setting Up Inspection Assignment.