Purpose Statement

This article explains how to send an inspection report that includes any linked permits and invoices. This ensures all related documentation is delivered together, improving communication, record-keeping, and operational efficiency.

Background Information

In First Due, inspection reports can have associated permits and invoices. These items may be:

• Automatically linked when created within the inspection
• Manually linked beforehand

Including these linked records when sending the inspection report helps:

• Provide a complete summary of work performed
• Ensure compliance and documentation accuracy
• Reduce follow-up communication

Required Permissions

Users must have permission to:

• View and complete inspection reports
• Access linked permits and invoices
• Send emails from the inspection module

Video

Step-by-Step Guide

1. Open the Completed Inspection Report

1. Select an inspection that has already been completed
2. Open the inspection report for review

2. Verify Linked Permits and Invoices

1. At the top of the inspection, confirm that permits and invoices are linked
2. Note:
   • If created within the inspection, they are automatically linked
   • If not, they must be linked manually beforehand

3. Expand the Inspection Report Section

1. Scroll to the Inspection Report section
2. Click the chevron (dropdown arrow) to expand options
3. Select Include Linked Reports

4. Review Linked Permits

1. Expand the Permits section
2. Confirm all permits are listed
3. If using Multi-Permit Form:
   • This is enabled by default (based on system setup)
   • Toggle off if you do not want to use the multi-permit format

5. Review Linked Invoices

1. Expand the Invoices section
2. Confirm all invoices that will be sent are displayed

6. Configure Email Details (Optional)

1. Add or verify recipient email addresses
2. Include any additional attachments if needed

7. Complete and Send

1. Click Complete
2. Once completed, click Send
3. The system will email:
   • Inspection report
   • Linked permits
   • Linked invoices
4. Confirm the success notification appears

Best Practices

• Always verify linked permits and invoices before sending
• Use the multi-permit form for cleaner formatting when multiple permits exist
• Double-check recipient email addresses to avoid delivery issues
• Ensure inspections are fully completed before sending
• Include attachments only when necessary to avoid clutter

Troubleshooting & FAQs

Q: Why don’t I see linked permits or invoices?
A: Ensure they were created within the inspection or properly linked beforehand.

Q: The permits aren’t grouped correctly—why?
A: Check if the multi-permit form toggle is enabled or disabled.

Q: I don’t see the Send option.
A: The inspection must be marked as Complete before sending.

Q: Email failed to send—what should I check?
A:

• Verify email addresses
• Confirm system email settings
• Retry sending after refreshing the page