Purpose Statement
The Occupy section within an inspection record allows users to view and update occupancy-related data, including contacts, demographics, and pre-plan information. This section ensures that critical occupancy details remain accurate and consistent across both inspections and pre-planning workflows.
Background Information
The Occupy section is a shared data environment between Inspections and Pre-Planning modules. Any updates made within an inspection will sync with the associated pre-plan record upon completion of the inspection. This ensures consistency across operational and planning data, reducing duplication and improving data accuracy.
Common use cases include:
- Updating occupancy contact information during an inspection
- Reviewing pre-plan details while on-site
- Adjusting demographic or billing address information
Required Permissions
- Inspection Module Access
- Edit Permissions for Inspection Records
- Access to Pre-Plan/Occupancy Data
Video
Step-by-Step Guide
1. Open an Existing Inspection
- Navigate to the Inspections module
- Select and open an active inspection record
2. Adjust Workspace View (Optional)
- Click the collapse icon on the left panel to create more workspace
- Collapse additional sections as needed for better visibility
- Click again to expand sections when needed
3. Navigate to the Occupy Section
- Upon starting an inspection, the system will automatically direct you to the Occupy section
- Confirm you are viewing Occupy data before proceeding
4. Access the Dashboard
- Click on the Dashboard tab within the Occupy section
- Review available data such as:
- Contacts
- Pre-plan information
- Related occupancy details
5. Understand Shared Data Behavior
- Note that Occupy data is shared with Pre-Planning
- Any updates made here will reflect in the pre-plan record after the inspection is completed
6. Update Demographics and Manage Sections
- Locate the Demographics section
- Use the toggle to enable or disable billing address entry
- When enabled, you can enter a billing address that is different from the occupancy address
- Expand or collapse sections by clicking their headers
- Update or replace existing information as needed
7. Complete the Inspection to Save Changes
- Ensure all updates are accurate
- Complete the inspection record
- Note: Changes will not sync to pre-plans until the inspection is completed
Best Practices
- Always verify occupancy data before completing an inspection
- Use the dashboard to quickly review related records without navigating away
- Collapse unused sections to improve efficiency while working
- Avoid partial updates—complete all necessary fields before finishing the inspection
- Remember that changes impact both inspection and pre-plan data
Troubleshooting & FAQs
Q: Why aren’t my updates showing in the pre-plan record?
A: Changes only sync after the inspection is completed. Ensure the inspection has been finalized.
Q: Can I edit occupancy data outside of an inspection?
A: Yes, but edits made within inspections provide context and ensure proper workflow tracking.
Q: What happens when I enable the billing address toggle?
A: Enabling the toggle allows you to enter a billing address that is different from the occupancy address.
Q: I can’t see certain sections—what should I do?
A: Check if the section is collapsed. Expand it by clicking the section header.