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Knowledge Center

Form Builder- Inspections Table

Purpose Statement

The Inspections Table component allows departments to display inspection information directly on permit documents using the Permits Form Builder. This feature provides a clear and organized way to present inspections associated with a permit, including Inspection Number, Status, Inspection Type and Schedule Date. 

Background Information

The Inspections Table is a component within the Permits Form Builder that automatically displays information from inspections associated with a permit.

Departments can add the Inspections Table to new or existing permit forms and position it where the information should appear on the completed document.

The Inspections Table displays the following information:

  • Inspection Number: 
  • Inspection Status: 
  • Inspection Type: 
  • Schedule Date: 

This component helps departments provide permit holders with relevant inspection information directly on their permit documents.

Required Permissions

Users must have the appropriate permissions to access and manage forms within the Permits module.

  • Access to the Permits Module.
  • Permission to create or edit forms within the Permits Form Builder.

Video

 

Step-by-Step Guide


Step 1: Access the Permits Form Builder

  1. Navigate to Permits > Form Builder.



     

  2. Select Add New Form to create a form, or select an existing form to edit.


Step 2: Add the Inspections Table

  1. Within the Form Builder, locate where the Inspections Table should appear on the permit document.
  2. Click the + icon to add a component.
  3. Scroll through the available components and select Inspections Table.

  4. The Inspections Table will be added to the selected location on the form.


Step 3: Adjust the Inspections Table

Once the Inspections Table has been added, several options are available for managing the component.

  1. Convert: Use the available conversion options to change the component type, if needed.
  2. Move: Use the movement controls to reposition the Inspections Table up or down within the form.
  3. Delete: Double-click the delete option to remove the Inspections Table from the form.

Note: The movement controls allow users to reposition the Inspections Table without deleting and recreating the component.


Step 4: Save the Form

  1. Review the placement of the Inspections Table within the permit form.

  2. Click Save to retain the changes.


Step 5: View the Inspections Table on a Permit

  1. Navigate to Permits and open an existing permit.
  2. Locate the form associated with the permit.
  3. Open the completed permit document containing the Inspections Table.
  4. Review the inspections information displayed in the table, including:
    • Inspection Number
    • Inspection Status
    • Inspection Type

    • Schedule Date

       

The Inspections Table displays the available inspection information associated with the permit.

Best Practices

  • Place the Inspection Table Appropriately: Position the component where permit holders can easily locate billing information.
  • Use Consistent Form Layouts: Maintain consistent placement of inspection information across permit forms.
  • Verify Associated Inspections: Confirm that the appropriate inspections are associated with the permit.
  • Review the Completed Document: Preview the permit document to ensure inspections information displays correctly.
  • Save Changes: Always save the form after adding, moving, or modifying the Inspections Table.

Troubleshooting & FAQs

Q: Why is the Inspections Table not appearing on my permit document?

A: Verify that the Inspections Table has been added to the correct form within the Permits Form Builder. Confirm that the form was saved and is the form being used for the permit document.

Q: Why is the Inspections Table not displaying any inspection information?

A: Confirm that inspections have been created and associated with the permit. The Inspections Table displays information from inspections linked to the permit.

Q: Can I change the location of the Inspections Table after adding it?

A: Yes. Use the movement controls within the Form Builder to move the Inspections Table up or down without deleting and recreating the component.

Q: Can I add the Inspections Table to an existing permit form?

A: Yes. Open the existing form in the Permits Form Builder, add the Inspections Table in the desired location, and save the changes.

Q: What Inspections information is displayed in the Inspections Table?

A: The Inspections Table displays the Inspection Number, Status, Inspection Type and Schedule Date for inspections associated with the permit.

Q: Can I remove the Inspections Table from a form?

A: Yes. Select the Inspections Table component and double-click the delete option to remove it. Save the form to retain the changes.