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.Navigation showing a list of permits with permit number and location details in the permitting system.

  2. Click Edit (Permitting & Project Systems only).Permit details showing application number, type, and amount due for drywall work. The edit button is highlighted.

  3. Navigate to the Inspections tab and select Edit on the inspection or Add a New Inspection.A permit inspection table showing inspection details, status, and actions for final plumbing. The edit link is highlighted.

  4. If the Status Value box is checked, the system will automatically change the inspection status. This change depends on the checklist results.Form fields for inspection status, contractor name, and the comments section are displayed clearly. The status value checkbox is highlighted

  5. Scroll down to the Checklists section and select a checklist to open it.A checklist section displaying the Final Electrical Checklist for review and completion.

  6. Open the required sub-sections to begin working and add any Answers, Results, or Notes. A final electrical checklist with questions about the service panel, circuit breaker, and wire gauge.

    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. An interface showing options to save codes and inspections in a software application.


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