Purpose Statement

The Inspector Scheduled To feature allows inspections to be scheduled to another user, team, shift, or fire station while maintaining the original Assigned To value.

This provides flexibility for temporary scheduling and workload adjustments without changing the original inspection assignment. The feature also supports configurable Default Reinspection Assignee behavior, allowing agencies to determine how the Assigned To field is prefilled when a reinspection is created.

Background Information

Inspection assignments may need to change temporarily due to staffing, leave, workload balancing, or other operational needs. Inspector Scheduled To separates the original assignment from who or what is scheduled to perform the inspection.

Common uses include:

• Reassigning inspections during inspector absences
• Balancing inspection workloads
• Managing temporary staffing changes
• Scheduling inspections to a user, team, shift, or fire station
• Maintaining the original assignment for future inspection generation

The feature must first be enabled through System Options using the Enable Inspector Scheduled To Field setting.

When enabled, agencies can also configure the Default Reinspection Assignee at the Inspection Type level.

Required Permissions

Access to assignment and scheduling functionality depends on agency permissions.

The source identifies the following access considerations:

• Fire Prevention Managers may have access to assign and reassign inspections.
• Fire Prevention Supervisors may have access to modify Inspector Scheduled To.
• Inspectors may have access to view assignment information.
• Users modifying inspections require applicable Inspection Management permissions.

Required System Configuration

Enable Inspector Scheduled To Field must be enabled within System Options.

This system-level setting must also be enabled for the Default Reinspection Assignee option to appear within Inspection Type settings.

 

Video

 

2. Select Inspections to Schedule

1. Filter the Inspection List as needed.
2. Select the applicable inspections individually or use the available bulk selection option.

 
 

3. Open Bulk Actions

1. Select Bulk Actions.

 

4. Select Modify Scheduled Inspections

1. Select Modify Scheduled Inspections.

 

5. Review Assigned To

1. Review the existing Assigned To information.

The Assigned To value may be a:

• User
• Team

 

6. Configure Inspector Scheduled To

1. Select the appropriate Inspector Scheduled To option.

Inspections can be scheduled to a:

• User
• Team
• Shift
• Fire Station

 

7. Select the Scheduled User

1. For a user assignment, select the applicable User.

 

8. Add Notes

1. Enter any applicable notes.

Use notes to provide additional information regarding the scheduling change when needed.

 

9. Select a Scheduling Timeframe

Select the applicable scheduling option:

• Next Day
• 5 Business Days
• 10 Business Days
• 20 Business Days
• Calendar
• Will Call

 
 

10. Schedule to a Calendar Date

1. Select Calendar when scheduling the inspection for a specific date.

 

12. Select a Time

1. Enter or select a scheduled time when applicable.

 

13. Configure the Recurring Schedule

1. Review and adjust the Recurring Schedule when needed.

 

15. Review Assignment Information

After saving, review the inspection to verify the:

• Assigned To
• Inspector Scheduled To

The two fields allow the original assignment and scheduled performer to be identified separately.

 

16. Enable Inspector Scheduled To for Reinspection Configuration

To configure the Default Reinspection Assignee:

1. Navigate to Inspection Setup.
2. Select System Options.
3. Locate Enable Inspector Scheduled To Field.
4. Ensure the setting is ON.
5. Select Save.

Note: The Default Reinspection Assignee setting will not appear within Inspection Type settings unless this system-level option is enabled.

 

17. Navigate to Inspection Types

1. Open the Inspection Types configuration.
2. Select the Inspection Type you want to configure.

 

18. Locate Default Reinspection Assignee

1. Locate the Default Reinspection Assignee dropdown.

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19. Select the Default Reinspection Assignee Strategy

Select one of the following:

• Assigned To – Prefills the reinspection with the inspector originally assigned to the inspection. This is the default option.
• Scheduled To – Prefills the reinspection with the inspector scheduled to perform the inspection.
• Logged In User – Prefills the reinspection with the user creating the reinspection.

 

20. Save the Configuration

1. Review the selected strategy.
2. Select Save.

 

21. Verify the Configuration

1. Create or schedule a reinspection.
2. Review the Assigned To field in the Schedule Reinspection modal.
3. Confirm the field is prefilled according to the configured Default Reinspection Assignee strategy.

Note: The configured strategy only prefills the field. The user can change the assignee before saving the reinspection.

Best Practices

• Use Inspector Scheduled To for temporary scheduling changes rather than changing Assigned To.
• Change Assigned To when responsibility is being permanently transferred.
• Add notes explaining scheduling changes when additional context is helpful.
• Review Assigned To and Inspector Scheduled To information regularly to verify coverage.
• Choose a Default Reinspection Assignee strategy that matches the agency's workflow.
• Use Assigned To when the original area or district owner should retain responsibility for follow-up.
• Use Scheduled To when the person scheduled for the original inspection should perform the follow-up.
• Use Logged In User when the person creating the reinspection should be responsible for it.
• Review Inspection Type configurations periodically to ensure reinspection assignment behavior continues to meet operational needs.

Troubleshooting & FAQs

Why don't I see Inspector Scheduled To?
Verify that Enable Inspector Scheduled To Field is enabled within System Options.

Why don't I see Default Reinspection Assignee in the Inspection Type settings?
The Enable Inspector Scheduled To Field system option must be enabled before the Default Reinspection Assignee dropdown appears.

What is the difference between Assigned To and Inspector Scheduled To?
Assigned To represents the original assignment, while Inspector Scheduled To can be used for temporary scheduling to another user, team, shift, or fire station.

What determines the assignment for next year's inspection?
According to the provided documentation, next year's inspection uses the original Assigned To value rather than Inspector Scheduled To.

What happens when Assigned To is selected as the Default Reinspection Assignee?
The reinspection is prefilled using the original inspection's Assigned To value.

What happens when Scheduled To is selected?
The reinspection is prefilled with the inspector scheduled for the inspection. If a valid Scheduled To inspector is unavailable, the provided documentation states that the system falls back to the original Assigned To value when valid.

What does Logged In User do?
The reinspection is prefilled with the user creating the reinspection.

Can the prefilled reinspection assignee be changed?
Yes. The Default Reinspection Assignee configuration only prefills the Assigned To field. The user can change it before saving.

Does changing the Default Reinspection Assignee affect existing reinspections?
No. The provided documentation states that the configuration applies to newly created reinspections and does not change existing scheduled reinspections.