Inspections | Elevate (V5)

Schedule and manage inspections related to the permit. Record results and track inspection status.

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 permit application guide instead.

Add a New Inspection

1. Sign in to your site

2. Navigate to the Permitting System:

   

3. Use the Search field to find the record:

   

   • Search: Enter a permit number or keyword to search

   • Filter by Status: Filter permits by status. Examples include application in review, pending, building plans in review, closed, or expired

   • Filter by Type: Filter permits by type. Examples include commercial, electrical, plumbing, or residential

   • Filter by Use: Filter permits by use. Examples include roofing, zoning, fire inspection, or construction

4. Select the Permit record:

   

5. Navigate to the Inspections tab:

   

6. Click the New Inspection link:

   

7. Complete the form:

   

   • Inspection Type: Select the type of inspection to be added

   • Select Inspection Step: Select the specific inspection step associated with the inspection type

   • Comment or Notes: Enter any comments or notes related to the inspection

8. Click the Add Inspection button:

   

9. The inspection has been added to the permit record:

   

Request an Inspection

1. Sign in to your site

2. Navigate to the Permitting System:

   

3. Use the Search field to find the record:

   

   • Search: Enter a permit number or keyword to search

   • Filter by Status: Filter permits by status. Examples include application in review, pending, building plans in review, closed, or expired

   • Filter by Type: Filter permits by type. Examples include commercial, electrical, plumbing, or residential

   • Filter by Use: Filter permits by use. Examples include roofing, zoning, fire inspection, or construction

4. Select the Permit record:

   

5. Navigate to the Inspections tab:

   

6. Click the three dots next to the unscheduled inspection:

   

7. Click Request Inspection:

   

8. Fill out the form:

   

   • Requested Date: Select the date the inspection is requested

   • Inspection: Select the inspection to be scheduled

   • Select Contact: Select or enter the contact person for the inspection

   • Contact Phone Number: Enter or confirm the contact’s phone number

   • Contact Email: Enter or confirm the contact’s email address

   • Schedule Notes: Enter any additional notes related to scheduling the inspection

9. Click Request Inspection:

   

10. If the request is successful, you will see Requested next to the inspection:

    

Managing an Inspection

1. Sign in to your site

2. Navigate to the Permitting System:

   

3. Use the Search field to find the record:

   

   • Search: Enter a permit number or keyword to search

   • Filter by Status: Filter permits by status. Examples include application in review, pending, building plans in review, closed, or expired

   • Filter by Type: Filter permits by type. Examples include commercial, electrical, plumbing, or residential

   • Filter by Use: Filter permits by use. Examples include roofing, zoning, fire inspection, or construction

4. Select the Permit record:

   

5. Navigate to the Inspections tab:

   

6. Click the caret to expand the inspection:

   

7. Enter the required information in the details, checklist, documents, and code sections:

   

Details

1. Click the caret to expand the inspection:

   

2. Click on the Details tab:

   

3. Fill out the Inspection Details:

   

   • Select Status: Select or update the current status of the inspection

   • Comments or Notes: Enter any comments or notes related to the inspection

   • History: Displays a record of inspection activity and status changes

4. Click the Save button:

   

5. Once completed, the inspection will show the status you selected in the details section:

   

Checklist

1. Navigate to the Checklist tab. Click the caret to expand all applicable checklists:

   

2. Fill out all applicable forms:

   

   • Status: Select the status for the checklist item

   • Comments or Notes: Enter notes or comments related to the checklist item

     Note:

     The checklist may change based on the type of inspection selected. Some inspections require additional steps or documentation.

3. Click the Save button:

   

Documents

1. Navigate to the Documents tab:

   

2. Click Select File to upload a file, or click the Camera button to take a photo with your device:

   

3. To add a description, click the caret:

   

4. Enter the file’s description:

   

5. To view the document before uploading, click on the arrow:

   

   Note:

   When you click the arrow to view the file, a new window will appear with a file preview.

6. Click the X to remove a file, if needed:

   

7. Click the Upload button:

   

8. To download a file from the record, click the file name and follow your device’s download prompts:

   

9. To print a file, click the printer icon and follow your device’s print steps:

   

10. To email a file, select the envelope icon:

    

11. Complete the Send Document form, then click the Send button:

    

    • To: Displays the recipient’s email address

    • Attachment: Displays the file selected to send

    • Remove: Remove the attached file before sending

    • Subject: Enter the subject of the email

    • Message: Enter the message to include with the document

12. To delete a file from the record, click the trashcan icon:

    

13. Click the Delete Document button:

    

Codes

1. Navigate to the Code tab, then click on Cite Code:

   

2. Select all applicable codes by clicking the checkboxes. You can select multiple cites:

   

   • Search Code: Enter a code title, keyword, or section number to search for results

   • Filter by Code Book: Select a code book to narrow the search results

   • Source: Displays the code source

   • Name or Title: Displays the name or title of the code section

   • Outside Location: Displays the external link to view the full code section

   • Cite: Select the checkbox to add the code section as a citation

3. Click on the Add Citations button:

   

4. The codes will appear on the record:

   

5. To view the code, click the Open in New Window icon:

   

6. A pop-up will open showing the code details:

   

7. To delete a code, click the trashcan icon:

   

8. Click on the Delete Code button:

   

Final Inspection

1. Once inspections are finished, select the Final Inspection Complete checkbox to mark them complete: