Purpose Statement

The Additional Inspector feature allows departments to document multiple inspectors who participate in the same inspection and capture their signatures as part of the inspection record.

Administrators can enable additional inspectors by Inspection Type and determine the signature requirements for those inspectors. During an inspection, the primary inspector can then add participating inspectors, collect their signatures, and include their information on the completed inspection report.

Background Information

Some inspections involve multiple inspectors working together, particularly when inspecting larger or more complex occupancies. The Additional Inspector feature provides a way to document everyone who participated instead of limiting the inspection record to only the primary inspector.

The feature is configured individually for each Inspection Type. When enabled, administrators can select how signatures are handled for additional inspectors.

Available Additional Signature Requirements are:

• None — No signature is required from additional inspectors.
• Sign or Fill — Additional inspectors can sign or use the Fill option.
• Sign — Additional inspectors are required to provide a signature.

The completed inspection form can also display the primary inspector and additional inspectors. The appropriate components must be configured in the Form Builder for the form associated with the Inspection Type.

Required Permissions

The provided feature documentation identifies administrator access as necessary to modify Inspection Type settings.

Users conducting the inspection must also have access to the applicable inspection workflow.

Specific First Due permission names required for these actions were not provided in the source material and should be verified against your department's configured roles and permissions.

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Step-by-Step Guide

Configure Additional Inspectors for an Inspection Type

1. Open the Inspection Type

1. Navigate to Inspections.
2. Open the Inspection Type you want to configure.

2. Enable Additional Inspectors

1. Locate the Additional Inspector setting near the top of the Inspection Type configuration.
2. Toggle Additional Inspector on.
3. Once enabled, configure the Additional Signature Requirements.

3. Select the Signature Requirement

Select the appropriate option for additional inspectors:

• None — Additional inspectors do not need to sign.
• Sign or Fill — Additional inspectors can use either the Sign or Fill option.
• Sign — Additional inspectors must sign.

4. Save the Inspection Type

1. Review the configuration.
2. Select Save to apply your changes.

Add Additional Inspectors During an Inspection

5. Complete the Inspection Workflow

1. Open or conduct the inspection as normal.
2. Complete the applicable inspection checklist and other required information.
3. Continue to the signature portion of the inspection.

6. Complete the Primary Inspector Signature

1. Complete the required primary inspector signature information.
2. Provide the primary inspector signature as required.

7. Select an Additional Inspector

1. Locate the Additional Inspector Signature section.
2. Select the inspector you want to add from the inspector dropdown.
3. Select Add.
4. The selected inspector's signature area is added to the inspection.

The primary inspector and inspectors who have already been added are excluded from the available inspector list.

8. Capture the Additional Inspector's Signature

1. Locate the signature area for the additional inspector.
2. Complete the signature using the available option based on the Inspection Type configuration.
3. When Sign or Fill is configured, use either Sign or Fill.

9. Add More Inspectors as Needed

1. Return to the additional inspector selection.
2. Select another participating inspector.
3. Select Add.
4. Complete the additional inspector's signature.
5. Repeat the process for each additional inspector who needs to be documented.

10. Complete the Inspection

1. Confirm that the required primary and additional inspector signatures have been completed.
2. Complete the inspection using the normal inspection workflow.

Display Additional Inspectors on the Inspection Report

11. Configure the Inspection Form

The form selected for the Inspection Type must be configured to display the appropriate inspector information.

In Form Builder, configure the applicable inspector components, including the Additional Inspectors Table, when additional inspector information should appear on the report.
 

12. Review the Completed Inspection Report

1. Open the completed inspection report.
2. Verify the primary inspector information and signature.
3. Locate the Additional Inspectors section.
4. Verify that the applicable additional inspectors and their signatures appear on the report.

The Additional Inspectors table is designed to display each additional inspector's Name, Title, and Signature.

Best Practices

• Enable Additional Inspector only on Inspection Types where multiple inspectors may participate.
• Select the signature requirement that matches your department's documentation requirements.
• Add every participating inspector before completing the inspection.
• Verify that each required signature has been captured before selecting Complete Inspection.
• Use the inspector search functionality when selecting from a large list of inspectors.
• Confirm the appropriate inspector components are included in the Form Builder before using the feature in production.
• Review the completed report to verify that the primary and additional inspector information displays correctly.
• Remember to select Save after changing the Additional Inspector settings for an Inspection Type.
• If an inspector is removed after signing, their signature and name are removed from that inspection and must be added again if needed.

Troubleshooting & FAQs

Why don't I see the Additional Inspector section during an inspection?

Verify that Additional Inspector is enabled for the Inspection Type. When the setting is disabled, the inspection uses the traditional single-inspector signature workflow.

Why don't I see the Additional Signature Requirements setting?

The signature requirements are available when Additional Inspector has been enabled for the Inspection Type.

Why can't I find an inspector in the dropdown?

An inspector who is already designated as the primary inspector or has already been added as an additional inspector will not appear as an available selection.

Can I add more than one additional inspector?

Yes. You can repeat the selection and Add process to document multiple additional inspectors participating in the inspection.

What happens if I remove an additional inspector?

Removing an additional inspector removes that inspector's name and signature from the inspection. The inspector becomes available to select again.

Why can't I complete the inspection?

Verify that all signatures required by the Inspection Type's signature configuration have been completed.

Why aren't the additional inspectors appearing on the completed report?

Verify that the form associated with the Inspection Type has been configured in Form Builder with the Additional Inspectors Table component.

What information appears for additional inspectors on the report?

The Additional Inspectors table is designed to display the inspector's Name, Title, and Signature.

Can additional inspectors use Fill instead of signing?

Yes, when Additional Signature Requirements is configured as Sign or Fill. If Sign is selected, the inspector must provide a signature.