Configure Inspections

Use Admin Tools to set up inspections for the permit review process. This includes creating inspection types, building checklists for inspectors to complete, and grouping inspections into inspection lists. Inspection lists can be assigned to permit uses. When a permit is created, the required inspections are added automatically. These settings help keep inspection steps consistent and organized.

Important Note:
This article applies to Elevate V5 permit applications. If your system matches the V4 image below, you may be using a different version. Please visit the V4 inspections module guide instead.

Inspection Steps

Inspection steps are more restricted than other step types. They use predefined statuses: Not Started, In Progress, and Completed. These statuses cannot be changed. This restriction allows the system to support future automation, such as automatically advancing the workflow when inspections are completed.

Sign in to your site
Navigate to Admin Tools:
Select Workflows:
Select View and Assemble Workflows:
Click on the Edit icon next to the workflow you want to add an inspection step to:
Click Add New Step:
Choose Inspections from the Select Step list:
Click the Save Step button:
If the step is created successfully, a confirmation message will appear:
Note:
Inspection steps can be added when new workflow steps are created.

Inspections define the types of inspections used during permitting.

Sign in to your site
Navigate to Admin Tools:
Select the Inspections and Checklists tile:
Select Inspections:
Click Add Inspection:
Enter the Inspection Name:
Select a Module type from the list:
Select an associated checklist to include on the inspection:
Click the Save Inspection Button:

Create Inspection Lists

Inspection lists group multiple inspections into a single step. For example, a Deck Inspection List might include footings, piers, framing, and a final inspection.

Sign in to your site
Navigate to Admin Tools:
Select the Inspections and Checklists tile:
Select Inspection Lists:
Click New List:
Enter the List Name:
Check the boxes next to the inspections you want to add to the list. You can select multiple inspections:
Note:
Use the search inspection field to filter the list by entering part or all of an inspection name. Use the arrows at the bottom to move between pages of inspection results when more inspections are available.
Click the Save List button:
If the inspection list is saved successfully, a confirmation message will appear:
Inspection lists can later be assigned to permit uses