Purpose Statement
This article explains how inspection requests submitted through the Community Connect portal are received, accessed, and managed within the system. It helps users efficiently locate, review, and schedule incoming inspection requests without unintentionally starting the inspection process.
Background Information
When a Community Connect or High Hazard user submits an inspection request, the system automatically generates notifications to both the requester and the designated internal recipients. These recipients are configured during the setup of inspection types.
There are two key email notifications:
- Requester Notification: Confirms that the inspection request has been successfully submitted.
- Agency Notification: Alerts designated users or teams that a new inspection request has been received, including key details such as inspection type, requester, and address.
Users can access the request directly from the email or locate it within the Inspection Module for further action such as scheduling or editing.
Required Permissions
To receive and manage inspection requests, users should have:
- Access to the Inspections Module
- Permission to view and manage inspection requests
- Assigned to a team or role configured to receive inspection request notifications
- Permissions to edit, schedule, or update inspections
Video
Step-by-Step Guide
1. Receive Inspection Request Notification
- When an inspection request is submitted, check your email inbox.
- Locate the notification email sent to your assigned user or team.
- Review the details provided:
- Inspection type
- Requester name
- Address
- Request Number
- Link to the inspection
2. Understand the Inspection Link Behavior
- Click the inspection link in the email if you are ready to begin the inspection immediately.
Be aware: clicking this link will start the inspection process.
3. Locate the Request Without Starting the Inspection
- Copy the Request Number from the email.
- Log into the platform.
- Click the First Due icon.
Navigate to Inspections Module → Inspections List
4. Filter for the Inspection Request
In the Inspections List, expand the Filters panel.
- Enter the Request Number into the Request Number filter field.
Click Apply.
The system will display the matching inspection request.
5. Manage the Inspection Request
- Select the inspection from the list.
- Choose the appropriate action:
- Edit inspection details
- Schedule the inspection
- Send status email updates
- Download inspection information
- Cancel the request
Delete the request (if applicable)
Best Practices
- Use the Request Number filter instead of the email link when you do not want to start the inspection immediately.
- Ensure inspection types are properly configured so notifications are routed to the correct users or teams.
- Regularly monitor your email or shared inbox for new requests.
- Schedule inspections promptly to maintain response efficiency.
- Avoid deleting requests unless confirmed unnecessary.
Troubleshooting & FAQs
Q: I didn’t receive an inspection request email. What should I check?
A: Verify that your user or team is assigned to receive notifications in the inspection type configuration.
Q: The inspection started automatically when I clicked the link. Why?
A: The email link is designed to launch and begin the inspection. Use the request number filtering method if you only want to view or schedule it.
Q: I cannot find the inspection request in the list. What should I do?
A: Double-check the request number entered in the filter and ensure filters are properly applied.
Q: Can I edit a request before scheduling it?
A: Yes, once located in the inspection list, you can edit details prior to scheduling.