Permit Inspections | V4

Previous Step: Create & Manage Permit Applications

Create Inspections

1. Sign in to your site

2. Navigate to Permitting System, click List, and select a record:

3. Click Edit:

4. Navigate to the Inspections tab and click Add New:

5. Follow the instructions to add and schedule an inspection:

   • Inspection Number: Displays the inspection number

   • Type: Select the inspection type

   • Status: Select the current inspection status

   • Show all inspection types: Check to display all available inspection types

   • Calendar: Select the inspector assigned to the inspection

   • Signatory Title: Select the title of the person signing off on the inspection

   • Secondary Inspector: Select an additional inspector, if applicable

   • Start At: Enter or select the inspection start date and time

   • Inspection End At: Enter or select the inspection end date and time

   • Notify Flag: Check to send a notification regarding the inspection

   • Requester Email: Enter the email address of the inspection requester

   • Canned Response: Select a predefined response for the inspectio

   • Contractor Name: Select the contractor associated with the inspection.

   • Number of Units: Enter the number of units included in the inspection

   • Status Value: Check to allow the system to automatically determine a pass or fail status based on checklist answers. Uncheck to manually control status

   • Final Flag: Check if this is the final inspection (available only when status is Pass)

   • Comments: Enter comments related to the inspection

   • Record Created By: Displays the user who created the inspection record

   • Record Last Updated By: Displays the user who last updated the inspection record

6. Click the Save Inspection button:

   

Resulting Scheduled Inspections

1. Sign in to your site

2. Use My Dashboard to identify permit inspections scheduled for the current day:

3. Click the inspection record in the calendar, which will open in a new tab:

4. Scroll down to the Comments field. Enter any general notes or summary of violations. If there are no violations, enter any general comments about the passing inspection:

5. If image evidence is required, add photos under the Documents section:

   • Check this box to try the back camera: Check to enable the device’s back camera for capturing images

   • Invoke Camera: Activate the camera to begin capturing an image

   • Take Snapshot: Capture a photo using the active camera

   • Save Snapshot: Save the captured image to the inspection record

   • Upload a File: Upload an image or document from your device

   • The following file types are allowed: JPG, PDF, PNG, GIF, TIF, DOC, DOCX, PPT, PPTX, XLS, XLSX, TXT, EML, MBOX, MSG, OGG, MP3, WMA, WAV, MP4, MKV, AVI, MPEG, WEBM, MOV

6. If the inspection is in a failed status, and if citing code ordinances are required:

   1. Scroll to the Codes section. Search for and add another code to this record:

   2. Search for a code ordinance:

      • Category: Select a category to filter code search results

      • Search Term: Enter a keyword, phrase, or code section number to search. Use quotation marks for an exact phrase

   3. Select the checkbox of the required code. Click Add selected codes and laws to current record:

   4. Click Edit next to the code just added:

   5. In the Observations box, enter the conditions found and corrective action required. When finished, click the Save Codes button:

7. Scroll to the top of the inspection. Change the Status to Pass or Fail:

8. Scroll down and click Save Inspection

   Note:

   For a failed inspection, some software versions will prompt the user. They will ask if a violation record should be created in the Code Enforcement system. If this message appears, the user must click "No".

9. If the inspection failed, schedule a re-inspection

Generate Inspection Result Letters

1. Navigate to Permitting System, click List, and select a record:

2. Click Edit:

3. On the Inspections tab, click the radio button for the inspection number you want to use:

4. Click Print Menu:

5. Depending on the status of the inspection, select either the inspection pass or fail letter:

   Note:

   Customers may use different names for their inspection result letters.

6. Click the box to save the form:

7. Select the Addressee and enter a Salutation:

   • Select Addressee or Receiver: Select the person or entity the letter will be addressed to

   • Select Salutation: Enter the letter’s salutation. For example, “Dear Mr. Smith”

8. Click Print Letter:

9. The PDF will open in a new browser tab, where you can print it if needed

10. Click Save Permit:

Send Inspection Documents

1. Sign in to your site

2. Navigate to Permitting System, click List, and select a record:

3. Click Edit:

4. On the Status tab, select Routing Details. Then, open one of the departments that will send the inspection results:

5. In the Send Email To box, select who should receive the email:

6. In the file name section, select the inspection results letter:

7. Add a Message and click the Save Notes or Send Message button:

8. The system sends the email with the inspection results letter attached

Next Step: Permit Completion / Certificate Issuance

Supporting Articles

• Create & Manage Permit Applications

• Create & Manage Checklists