1. Open Inspection Organizer

   • Click Inspection Organizer.
      

     
     
      

2. Select an Inspection Type and click Change
   • Select the appropriate Inspection Type.

   • Note: The inspection type selected here will be used when scheduling or starting an inspection from this page.

     
     
      

3. Enter Global Search Criteria
   • Enter search criteria in Global Search.
   • Global Search can be used for addresses and occupancy name.

   • Partial address elements and partial occupancy names can be used.

     
     
      

4. Open Advanced Search

   • Click Advanced Search.

     
     
      

5. Select Advanced Search Filters

   • Click and select one or more advanced search criteria.

     
     
      

6. Apply Advanced Search Criteria

   • Click Search to apply the selected search criteria.

     
     
      

7. Open Map View
   • Click Map View to display the map.
   • The map respects any filters currently applied.

   • The map displays address, business name, and property use only.

     
     
      

8. Choose Visible Columns

   • Click Columns to open the dropdown menu.
   • Select the columns to display on the page.

   • Address and Actions always display.

     
     
      

    

9. Open an Occupancy Record
   • Click an occupancy record in the Address column to edit the Occupancy Record.

   • See the related Knowledge Base article for additional information about editing occupancy records.

     
     
      

10. Schedule from the Next Initial Inspection Date or by selecting the occupancy and clicking on Schedule Inspections
    • Click the calendar in the Next Initial Inspection Date column to schedule an inspection.
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11. Save Scheduling Information
    • Enter the appropriate scheduling information.

    • Click Save.

      
      
       

12. Review Actions for Scheduled Inspections

    • After an inspection is scheduled, available actions include:
    • Start the scheduled inspection
    • Edit the schedule
    • Cancel Inspection

    • Delete Inspection

      
       

     

13. Print Existing Occupancy Record Sections

    • Select one or more sections of the Occupancy Record to print previously entered data.

      
      
       

14. Use Page Parameters
    • Available page parameters include:
    • Pages
    • Rows per page
    • Download

• The Download feature respects any advanced search criteria currently applied.

  
   

15. Select Records for Bulk Operations

• Select all records or individual records to perform a bulk operation.

  
  
   

16. Use Bulk Actions

• Available bulk actions include:
• Schedule Inspections
• Modify Scheduled Inspections
• Delete Inspections
• Cancel Inspections
• Mark Inspectable
• Mark Not Inspectable
• Print
• The scheduling window for bulk scheduling is the same dialog used when scheduling a single inspection.

• Inspections must already be scheduled for an occupancy before the following bulk actions become available:

  • Modify Scheduled Inspections
  • Delete Inspections
  • Cancel Inspections

  

Best Practices

Search Optimization

• Use partial address elements for broader search results
• Combine global and advanced search criteria for precise targeting
• Save frequently used search criteria as bookmarks in your browser

Scheduling Efficiency

• Set inspection types before beginning scheduling sessions
• Use bulk scheduling for properties requiring similar inspection types
• Schedule inspections during optimal time blocks to maximize field efficiency

Data Management

• Regularly update occupancy records before scheduling inspections
• Use print options to create field-ready documentation
• Export data periodically for backup and reporting purposes

Workflow Organization

• Sort results by inspection due dates to prioritize overdue items
• Use map view for route planning and geographic organization
• Customize column displays based on specific departmental needs

Troubleshooting & FAQs

Q: Why can't I see the modify/delete options for scheduled inspections? 

A: These bulk actions only appear after inspections have been scheduled. Complete the scheduling process first, then these options will become available.

Q: My search results are empty even though I know properties exist. 

A: Check your inspection type selection and search criteria. Try using partial addresses or broadening your search terms. Verify you have appropriate permissions for the properties you're searching.

Q: The map view isn't displaying properties correctly. 

A: Ensure that occupancy records have complete address information. Map view requires properly geocoded addresses to display accurately.

Q: Bulk actions aren't working as expected. 

A: Verify that all selected records are in the same status (e.g., all scheduled, all unscheduled). Some bulk actions require specific record states to function properly.

Q: Print options are missing or not generating reports. 

A: Check your print permissions and browser pop-up settings. Some printing functions may require pop-ups to be enabled for the First Due domain.

Q: Downloaded data doesn't include all my search results. 

A: The download function respects pagination settings. Adjust your "rows per page" setting to include more records, or perform multiple downloads if working with very large datasets.