Use Inspection Checklists

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Checklists can be created. They can also connect to certain inspection types. All modules that use inspections can get these checklists. Users do not have to use electronic checklists when completing an inspection. Checklists can be printed and attached to notification letters.

Learn how to Create Checklists.

Instructions

  1. Open the controlling record for the applicable module.Open record.

  2. Click Edit (Permitting & Project Systems only).Edit record.

  3. Navigate to the Inspections tab and select Edit on the inspection or Add a New Inspection.Select inspection.

  4. If the Status Value box is checked, the system will automatically change the inspection status. This change depends on the checklist results.Status value.

  5. Scroll down to the Checklists section and select a checklist to open it.Select checklist

  6. Open the required sub-sections to begin working and add any Answers, Results, or Notes. Checklist fields.

    Note

    In most cases, checklist items are set to a default status of N/A. This means an inspector does not have to click every item. This is helpful if they only need to complete a few items on the checklist.

  7. Once done, click Save Inspection to save your work. By default, we provide notification letters that can include copies of the checklist results. Save inspection.

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