Purpose Statement

This guide explains how to configure System Options within the Inspections Module. These settings control inspection workflows, scheduling behavior, notification preferences, permit handling, and inspector assignment functionality to align with your department’s operational and compliance requirements.

Background Information

The System Options page is the central configuration hub for inspection-related processes. These settings directly affect how inspections are created, scheduled, reviewed, and managed across both field and administrative users.

Proper configuration helps:

• Streamline inspection workflows
• Ensure consistent enforcement of violations and reinspections
• Improve scheduling accuracy
• Support permit management and reporting
• Enable advanced functionality such as multi-inspector assignments

Some settings—such as inspector assignment—have dependencies or irreversible conditions once activated, so careful planning is recommended before enabling.

Required Permissions

• Administrator or System Configuration permissions are required to access and modify System Options
• Users configuring “Ready for Review” must ensure:
  • Field users do NOT have the “Complete Inspection” permission enabled
• Permissions related to permits, inspection scheduling, and reporting may also impact functionality of certain toggles

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Step-by-Step Guide

1. Navigate to System Options
   • From the main dashboard, click Inspections
   • Then click Inspection Setup

   • Click System Options

     
     
      

2. Configure General Inspection Settings
   Toggle the following options as needed:
   1. Enable Transfer of Open Issues on New Inspections
      • Transfers previous violations to new initial inspections
   2. Enable “Ready for Review” Status
      • Allows inspectors to submit inspections for review instead of completing them
      • Ensure proper permission configuration
   3. Show Previous Inspections When Starting New Inspections
      • Displays inspection history during scheduling
   4. Require Reinspection for Open Violations
      • Forces scheduling of a reinspection if violations exist
   5. Show “Will Call” Option for Reinspections
      • Allows flexible scheduling instead of fixed dates
   6. Open Edit Permit Screen When Adding New Permit
      • Automatically directs users to permit editing
   7. Show Original Inspection Time on Reinspections
      • Keeps original time consistent across reinspections
   8. Disable Email Notifications for Self-Scheduled Inspections
      • Prevents automatic email notifications when users self-schedule
   9. Link All Permits by Default When Sending Inspection Reports
      • Automatically attaches all related permits
   10. Use Multi-Permit Form by Default
       • Sends permits using the multi-permit form builder
   11. Enable Inspector “Scheduled To” Field
       • Allows assigning inspections to specific inspectors (see KBA for more information)

       • ⚠️ Once enabled and used, this feature cannot be disabled until all assignments are removed

         
         
          

3. Configure Scheduling Preferences
   • Select days of the week to exclude from Auto Recurring Scheduling (e.g., weekends)

   • If an inspection falls on an excluded day, it will move to the next available day

     
     
      

4. Configure Holiday Exclusions
   • Select U.S. or Canadian holidays to exclude from Auto Recurring Scheduling

   • Applies to recurring inspection schedules

     
     
      

5. Save Changes

   • Click Save to apply all updates

     

Best Practices

• Review each setting carefully before enabling to ensure alignment with department workflows
• Test major workflow changes (e.g., “Ready for Review”) with a small group before full rollout
• Communicate scheduling rule changes to field personnel to avoid confusion
• Be cautious when enabling Inspector Schedule To Assignment, as it may require cleanup before disabling
• Regularly review scheduling exclusions and holiday settings for accuracy
• Document configuration decisions for training and future reference

Troubleshooting & FAQs

Q: “Ready for Review” is not functioning correctly
A: Confirm that users do not have the “Complete Inspection” permission enabled.

Q: Transfer Open Violations is not showing in the Inspection Checklist
A: Verify that “Enable Transfer of Open Issues” is turned on.

Q: Unable to disable Inspector Scheduled To Assignment feature
A: Remove all assigned inspectors from existing inspections before attempting to disable.

Q: Inspections are scheduled on excluded days
A: Check both day exclusions and holiday settings, and confirm recurring scheduling is configured correctly.

Q: Email notifications are still being sent for self-scheduled inspections
A: Ensure the self-schedule notification setting is saved and verify no other notification rules override it.

Q: Multi-Permit Form is not being used
A: Confirm the setting is enabled and users have appropriate permit permissions.