Managing Inspections for an Agency

Agency staff and system administrators manage activity for all of their agency’s inspections on the Inspections page.

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

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.
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.

Viewing Inspection Information

  1. Select the Inspections tile on the agency springboard.

  2. Use the drop-down boxes at the top of the page in combination to filter the displayed inspections by date. The types of dates you can filter by are:

    • Requested

    • Scheduled

    • Completed

    • All Date Types

    The time periods you can filter by are:

    • Today

    • Yesterday

    • Tomorrow

    • Last 14 Days

    • Next 14 Days

    • Last 30 Days

    • Next 30 Days

    • Date Range

    For example, if you want to view the inspections scheduled for today and the next two weeks, select Scheduled and Next 14 Days.

  3. On the Inspections page, you can view inspection information in these fields.

    Note: The way the columns are displayed in the inspections grid may vary depending on the grid format selected by your agency. For information about expanded and condensed grid formats and common grid controls, see Using Grids and Personalizing Grid Displays.

    Page Element

    Description

    Inspection

    Displays the automatically generated inspection number.

    The inspection type is displayed beneath the inspection number in the condensed grid format. For more information on inspection types, see Setting Up Inspection Types.

    The inspection status is displayed beneath the inspection type in the condensed grid format. Valid values are:

    • Scheduled

    • Requested

    • Completed

    • Canceled

    • Pending

    Required

    Displays whether this inspection type is required for the permit. The agency determines which inspection types are required on the inspection group setup page.

    Permit

    Displays the automatically generated permit number associated with the inspection. Click it to access the Overview page for the permit.

    The permit type is displayed beneath the permit number in the condensed grid format. For more information on permit types, see Setting Up Permit Types.

    The permit description is displayed beneath the permit type in the condensed grid format.

    Property

    Displays the address of the property 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.

    Requested

    The requested date and time for the inspection. The column displays either the preferred date and time, or the ready by date and time, based on the scheduling method of the inspection.

    Preferred Inspector

    Displays the preferred inspector requested for the inspection.

    Note: This column is not visible to registered public users.

    Inspector

    Displays the name of the inspector assigned to the inspection. This column is not visible to registered public users.

    Scheduled

    The scheduled date and time for the inspection.

    Completed

    The date and time that the inspection was completed.

    Result

    Indicates whether the inspection passed or failed.

    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

    Displays the Reinspect button for failed inspections. Click to submit a reinspection request.

Viewing Pending Inspections

When you access this page, the All tab displays all of the inspections for the agency. Select the Pending tab to display only inspections with a status of Pending.

The Pending tab appears only if the Enable Pending Inspections switch is turned on for the agency. For more information, see Setting Up Agency-Level Options for Permits.

Performing Actions for Inspections

  1. Select the Inspections tile on the agency springboard.

  2. On the Inspections list page, you can perform the following actions for an inspection:

    Note: You'll receive a warning when you add an inspection with prerequisite inspections that haven't passed or been corrected.

    Page Element

    Description

    Add Inspection

    Click to request inspections for a permit. See Requesting Inspections.

    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.

    Assign icon

    Click the Assign icon to assign an inspection to an inspector for a specific date and time on the Scheduling modal page. The icon appears only for users with the PSC Inspections Supervisor role. This column is not visible to registered public users.

    If an inspection is already assigned, but not yet completed, this button enables you 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.

    Reinspect

    Click 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 inspections with a scheduling method of Ready, you must select a Ready by Date and Ready by Time.

    For inspections with a scheduling method of Request, you must select a Preferred Date and Preferred Time.

    For inspections with a scheduling method of Schedule, you must click the Select a Time button and select a date and time for the reinspection on the Scheduling modal page.

    For more information on the Inspection Request page, see Requesting Inspections.

  3. You can access more actions by clicking the actions icon in the Actions column:

    Actions button

    Select one of the available actions in the drop-down menu:

    Actions available when you click the Actions icon on the Inspections page

    Page Element

    Description

    Add Inspection

    Click to request additional inspections for the permit associated with the inspection. See Requesting Inspections.

    Cancel Inspection

    Click to cancel the inspection. See Requesting Inspections.

    Note: This action doesn't appear for inspections with a status of Canceled or Completed. In addition, the action isn't available once the time until the scheduled inspection is less than the number of hours defined in the Schedule Change Policy field for the inspection type. For more information on inspection types, see Setting Up Inspection Types.

    View Detail

    Click to view the inspection details on the Inspection Detail page. See Reviewing Inspection Details.

    View Request

    Click to review, update, or cancel an inspection on the Inspection Request page. See Requesting Inspections.

    Assign to Me

    Claim a scheduled inspection assigned to another inspector. This action is available when the inspector who claims the inspection has the Building Inspector job function with district and inspection type job attributes that match the inspection's district and type attributes.

    If you want to reschedule the inspection, click the View Detail action to select a new date and time on the Inspection Detail page.