Managing Scheduled Inspections

In the Oracle Inspector mobile application, inspector supervisors and building inspectors can add inspections for a permit as well as update and cancel scheduled inspections while they’re in the field.

If you're assigned to an inspection for a permit, you can add a new inspection that's assigned to you and scheduled by you for the same permit.

You can manage inspections regardless of the schedule change policy and scheduling cut-off times defined by your agency in the mobile application only.

The mobile application can be online or offline when you add, update, or cancel an inspection. For more information about working offline, see Performing Offline Mobile Inspections.

A few restrictions to adding inspections or providing results may apply:

  • Conditions on the permit can prevent you from adding an inspection and providing inspection results. They can also prevent you from adding or proceeding with a final inspection.

  • Agencies may also only allow inspections to be performed after prerequisite inspections are completed. You'll receive a warning when you add or assign an inspection with prerequisite inspections that haven't passed or been corrected, but you can override the requirement.

  • Before scheduling the final inspection, inspectors must complete all other required inspections with a passing or corrected result.

    If an inspection type is defined as required in the inspection group, but you turn off the Required switch when the inspection is created, then it's no longer considered a required inspection when completing the final inspection.

For more information, see Working with Conditions and Setting Up Inspection Groups.

Adding an Inspection in Oracle Inspector

You can use the Add Inspection action to create an inspection for a permit from any inspection assigned to you. You can't create an inspection if the permit is completed, canceled, withdrawn, or denied.

Here’s how to add an inspection:

  1. Select an inspection in the calendar to open the Inspection Details page.

    The inspection can have a Scheduled, Completed, or Canceled status.

  2. Click the three-dot Actions menu at the bottom of the page.

  3. Click the Add Inspection link.

    The Request page opens, displaying the same permit and permit type as for the original inspection.

  4. Click the Show All Inspection Types check box to view the agency’s available inspection types. You can select any inspection type, including those that aren’t in the inspection group for the permit type.

  5. Select an inspection type from the drop-down list.

  6. Turn on the Pending switch if this is a placeholder inspection. This switch is only available if set up by your agency. Pending inspections won't show up in Oracle Inspector. You can create a pending inspection even if conditions have been applied to the permit.

  7. Click Continue.

    Note: You can't continue if a Prevent Inspection Schedule or Prevent Final Inspection condition has been applied to the permit. In addition, 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.
  8. Add comments and update other available fields. This is optional.

  9. Assign the inspection to yourself by turning on the Assign to me switch. When this option isn't active, you are required to be the assigned inspector. The setting is based on the scheduling method your agency sets up for the inspection type.

    Your supervisor assigns the inspection using the Inspections console page or the Supervisor Calendar if you don't assign the inspection to yourself.

    The Assign to me switch is not available when you turn on the Pending switch. In this case, the inspection is neither assigned nor scheduled.

  10. Enter values in the date and time fields.

    Depending on the scheduling method set up by your agency, you must enter either the Preferred Date and Preferred Time or the Ready By Date and Ready By Time. Inspections with these dates and times are scheduled by inspection supervisors using the supervisor calendar.

    If the Assigned to me switch isn't available, you are required to be the assigned inspector and you must enter the date and time of the new inspection. When you add a pending inspection, the assignment switch and as well as the date and time fields aren't available,

  11. Click Submit.

If the inspection is assigned to you, you'll see the new inspection on your calendar. Only assigned inspections appear in the mobile application.

When you're working offline, you won't be able to access the inspection details until you're back online, the data is passed to the agency server, and the new inspection ID is generated.

For more information about scheduling methods used in mobile inspections, see Setting Up Inspection Types.

Viewing or Updating an Inspection Schedule in Oracle Inspector

You can update an inspection, regardless of the schedule change policy and scheduled cutoff time. The assigned inspector and inspection supervisor are the only people who can update the inspection schedule without these restrictions. If the inspection has a Canceled or Completed status, you can still view the schedule details.

Here's how to view or update an inspection schedule:

  1. Select an inspection in the calendar to open the Inspection Details page.

    You can only update inspections with a Scheduled status.

  2. Click the three-dot Actions menu.

  3. Click the View Schedule link.

  4. The Inspection page opens, where you can update information such as the inspection location, location contact, contact method, and comments.

  5. You can also turn on the Assign to me switch to claim another inspector's inspection, if the inspection is eligible be claimed.

  6. Select a new date and time to reschedule the inspection.

  7. Click the Cancel Inspection button to cancel the inspection permanently.

  8. Click Submit.

The updated inspection appears on the Inspection Detail page and on the inspection in the calendar.

Claiming an Inspection

An inspector can claim a scheduled inspection assigned to another inspector when the inspection isn't yet complete and certain criteria are met. The inspector who claims the inspection must have the Building Inspector job function with district and inspection type job attributes that match the inspection's district and type attributes.

When an inspector claims the inspection, they can also select a new inspection date and time. If the Inspection Rescheduled communication event and template are configured by your agency, the system generates a notification when you reschedule the inspection.

Here's how to claim an inspection:

  1. Select an inspection on the All Inspections tab in the calendar to open the Inspection Details page.

  2. Click the Assign to me link next to the assigned inspector's name or in the menu accessed by clicking the three-dot Actions button.

  3. You can optionally reschedule the inspection by entering a new inspection date and time.

  4. Click OK.

Canceling an Inspection in Oracle Inspector

Inspection supervisors and the assigned inspector can cancel inspections with a Scheduled status. When you cancel an inspection, you can't restore it; the cancellation is permanent. However, you can add a new inspection for the same permit or view the inspection schedule details for the canceled inspection.

Here's how to cancel an inspection.

  1. Select an inspection in the calendar to open the Inspection Details page.

  2. Click the three-dot Actions menu.

  3. Click the Cancel Inspection link.

    You can also cancel the inspection by clicking the View Schedule link then clicking the Cancel Inspection button on the Inspection page.

  4. On the Cancel Inspection page, enter a cancellation reason. Your agency may require comments, depending on settings in the agency options.

  5. Click Continue.

The canceled status and any comments entered appear on the Inspection Detail page. The status also appears on the inspection in the calendar.