Managing Inspections for an Agency

Agency staff and system administrators manage activity for all of the agency’s inspections on the Inspections list page displayed using the Redwood Experience.

Use the Inspections page for agency staff to view a complete list of inspections for every application. From this page you can manage the full inspection life cycle.

This example illustrates the All tab on the agency's Inspections list page when both permits and business license offerings are set up for inspections. The Actions menu is open for an inspection to display actions available to be performed for the inspection.

Here are some of the actions agency staff with required job roles and job attributes can perform on inspections:

• Add inspections.

• Request reinspections for failed inspections.

• Manually assign or reassign individual inspections.

• Automatically assign or reassign multiple inspections at once.

• View inspection details.

• View inspection request.

• Cancel, reschedule, and postpone inspections.

• View pending inspections.

• View unannounced inspections.

When applicants and contacts with permit or business license access click the Inspections tile on their landing page after logging in, they see a modified version of the agency's Inspections list page. From the public user's inspection list, they can access inspection details and schedule additional inspections for the permits and business licenses they are associated with. Applicants can turn on the Active switch to show only inspections for permit or business license applications that are in an active status.

Note:

Agencies may only allow inspections to be performed after prerequisite inspections are completed, but agency staff can override dependency requirements when assigning, reassigning, or scheduling inspections. For information about setting up inspection dependencies, see Setting Up Inspection Groups.

Using Inspection Search

Use the filter chips and filter values in the Search field on the agency's Inspections list page. For more information about setting up the default inspection filters and default filter behavior, see Setting Up the Agency Inspections List.

The Active Applications filter displays inspections only for applications (permit and business license) that are active

The agency inspections list shows inspections for active permit and business license applications. Agency staff can filter inspections in the list by one or more statuses using the Status filter:

• Pending

• Requested

• Scheduled

• Completed

• Canceled

The Reinspect filter shows inspections that have failed and don't yet have a reinspection created.

You can filter by either a relative date (for example, Today, Next Week, Next Month, and so on) or by a date range (with from and through dates) for the respective date types:

• Scheduled Date or Scheduled Date Range

• Preferred Date or Preferred Date Range

• Ready-by Date or Ready-by Date Range

• Completed Date or Completed Date Range

• Last Updated Date or Last Updated Date Range

Working with Inspection Information

When starting from Home with Ask Oracle, enter Permitting and Licensing Inspections to open the agency's Inspections list page.

On the Inspections list page for agency staff, you can view inspection information on three tabs, depending on the offerings implemented by your agency:

• All - View all inspections.

• Permits - View permit inspections.

• Business Licenses - View business license inspections.

On each tab, you can view inspection information including these fields:

Page Element	Description
Inspection and Inspection Type	Displays the automatically generated inspection number and the inspection type. 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. The inspection type is displayed beneath the inspection number in the condensed grid format.
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 The inspection status is displayed beneath the inspection type in the condensed grid format.
Reinspect	Click the link for a failed inspection 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.
Assign	Click the link to manually assign an inspection to an inspector for a specific date and time or date only on the Scheduling modal page, depending on agency setup. The link appears only for users with the PSC Inspections Supervisor role for unassigned inspections. If an inspection is already assigned but not yet completed, you can click the Reassign link to reassign the inspection. Note: A warning appears when you assign or reassign an inspection with prerequisite inspections that haven't passed or been corrected. For more information, see Assigning Inspections.
Classification	Appears on the All tab to distinguish between inspections created for Permits and Business Licenses.
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 or time period for the requested inspection if the scheduling method for the inspection type is Request. If your agency sets up the Request scheduling method in permits or business licenses to show the date only, you won't see the time range in the Preferred Date column.
Ready By	Displays the date and time or time period when the requested inspection is ready if the scheduling method for the inspection type is Ready. If your agency sets up the Ready scheduling method in permits or business licenses to show the date only, you won't see the time in the Ready-by Date column.
Scheduled	Displays the scheduled date, date and time, or time period for the inspection. If your agency sets up the Schedule scheduling method in permits or business licenses to show the date only, you won't see the time in the Scheduled column.
Inspector Arrival	Displays the inspector's estimated time of arrival at the inspection location.
Completed	Displays the date and time when the inspection was completed.
Application and Application Type	Displays the automatically generated application number or ID associated with the inspection. Click the application ID link to access the overview or summary page for the application. For more information on application types with inspections, see Setting Up Permit Types or Setting Up Business License Types.
Property and City	Displays the address of the property and city associated with the inspection. You can sort the Property column by the street name, first line of an address, or city by clicking the arrow icon on the column header and selecting Street, Address, or City in the condensed grid format.
Relationship Type	For permit inspections only, indicates whether the inspection is associated with the primary permit (Primary) or one of its subapplications (Subapplication). You can click the column title to change the sort order to display inspections associated with primary permits or with subapplications first.
Relationship Details	For permit inspections only, a View Subapplications link is displayed when the permit associated with the inspection is a primary inspection. When the permit associated with an inspection is a subapplication, the primary permit number appears as a link to the primary permit.
Activity	Appears on the All and Business Licenses tabs for business license inspections to identify the business license application activity: Origination, Renewal, or Amendment.
Doing Business As	Appears on the All and Business Licenses tabs for business license inspections to display the name the business is running under (also known as DBA).
Inspector	Displays the name of the inspector assigned to the inspection.
Reinspection	Displays reinspection information after a reinspection request has been submitted. If the inspection row is for a reinspection, this column displays the unique identifier of the original failed inspection. If the inspection row is for a failed inspection that has been reinspected, this column references the unique identifier of the reinspection.

Performing Actions for Inspections

Let's take a look at the actions available on the list of inspections created within an agency.

You can access actions on the page or by clicking the three-dot actions icon in the Actions column:

Note:

Agency staff receive a warning when adding an inspection with prerequisite inspections that haven't passed or been corrected.

Page Element	Description
Add Inspection	Click to request inspections for an application. You can request an additional inspection for the permit associated with the inspection using the Actions menu in the inspection row. See also Requesting and Scheduling Inspections and Managing Scheduled Inspections. 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. If your agency supports pending inspections, the system prevents you from creating a new or duplicate inspection when an inspection of the same type is already pending. You can schedule the existing pending inspection.
View Detail	Click to view the inspection details on the Inspection Detail page. See Reviewing Inspection Details.
Postpone Cancel Inspection Reschedule	For information about canceling, rescheduling, and postponing inspections, see Rescheduling, Postponing, and Canceling Inspections.
Assign or Reassign	Click the link to manually assign or reassign an inspection to an inspector for a specific date and time on the Scheduling modal page. The link appears only for users with the PSC Inspections Supervisor role. If an inspection is already assigned, but not yet completed, you can use link to reassign the inspection. Note: You'll receive a warning when you assign or reassign an inspection with prerequisite inspections that haven't passed or been corrected. For more information, see Assigning Inspections.

Inspectors can claim a scheduled inspection assigned to a different inspector in the inspection details and in the Inspector Application for mobile devices. For more information, see Modifying Inspection Requests and Working with Inspection Details.