Update and Complete an Inspection

Inspections are created at the record level in Community Development. The inspection system is similar in design throughout all modules.

The inspection feature links directly to the Scheduling Tool system and to the mobile inspection and field operation processes. Users can manually enter inspection start dates and times and select inspectors. However, a complete calendar system provides an easy way to track availability, avoid double booking, and present an easy way to manage the entire inspection scheduling process.

Important Notes

• Keep in mind that if you are or will be using the citizen portal, staff should be using the scheduling system. Not using this component reduces the power and effectiveness of the system.

• The inspection status should not be changed from open until the inspection is complete. If field inspectors do not have system access, office staff can manage inspections for all field staff through the calendar.

Instructions

1. Sign in to your site

2. Click Permitting System:

3. Click List:

4. Search for and select a record from the list

5. Click Edit (Permitting and Project Systems only)

6. Click the Inspections tab:

7. Select the applicable inspection:
   

8. Click Edit:

9. Scroll down to the inspection details and adjust the Status as needed

   Note:

   Selecting "incomplete" will keep the inspection marked as open in the system. Failing an inspection, once saved, will cause the system to ask a question. It will ask if a violation record should be created based on the failure. If the user confirms "yes", the system will take them to a new violation record. There, they can complete the required process.

10. Check the Status Value box. Do this if inspection checklists are used. This allows the inspection status to update based on the checklist

    

11. Select the Final Flag only if the inspection record is the last one. This means it is the final inspection for the current record

    Note:

    This flag controls several automated actions inside the system. One action is tracking the date and time of the final inspection. This date may be needed on some certificates of occupancy or similar documents. It may also be needed on specific inspection reports. The flag also controls whether the system shows a warning message. This message appears if a certificate is created before the final inspection is finished.

12. In the Comments field, enter your inspection results or comments

    Note

    These comments appear in inspection results letters. They also show in similar forms or letters, exactly as typed. For mobile processing, inspectors can use voice recognition. This lets them enter notes into the comments field without typing. This works on any mobile device.

13. Upload any documents that are required for the inspection. You can attach images directly from your mobile device to the inspection record. Learn more about attaching documents and images.  

    Note:

    The following file types can be uploaded from the portal: AVI, DOC, DOCX, EML, GIF, JPEG, JPG, MBOX, MKV, MOV, MPEG, MP3, MP4, MSG, OGG, PDF, PNG, PPT, PPTX, TIFF, TXT, WAV, WEBM, WMA, XLS, XLSX, ZIP

14. Complete any Checklists, as applicable

15. If applicable, search for and add codes to the record

    

16. Click Save Inspection

17. Print any letters or forms of the inspection as required

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