Getting Started Guide – Inspections

Getting Started Guide – Inspections


Getting Started Guide – Inspections – 

 Purpose: This guide is designed to assist in setting up First Due accounts. This Guide contains articles that cover Set Up, Training Personnel, Helpful Articles, and Tips and Best Practices. 




 


Helpful articles for set up and configuration

  1. Inspection Set-up - System Options 

  2. Inspection Set-up - Standard Inspection Response 

  3. Adding a Code to the Code Organizer 

  4. Importing a Code to the Code Organizer 

  5. Add Standard Remarks to Codes 

  6. Form Builder Basics 

  7. Form Builder Management 

  8. Inspection Type - Part 1: Creating and Editing Inspection Type 

  9. Inspection Type - Part 2: Creating and Editing an Inspection Checklist 

  10. Inspection Type - Part 3: Forms

  11. Inspection Type - Part 4: Email

  12. Inspection Type - Part 5: Billing

  13. ​Inspection Type - Part 6: Community Connect

  14. Creating and Importing an Inspection Checklist 

  15. Cloning an Inspection Type

Helpful Articles

  1. Managing the Occupancy Record 

  2. Create and Manage Occupancies Outside of your Area (Shape File) 

  3. Offline Inspection - Web 

  4. Managing Inspection Contacts 

  5. Understanding the "Resolved" Status for Re-Inspections 

  6. Updating Contacts and Adding Addendum in Previously Completed Inspections 

  7. Inspections Map 

  8. Resuming an Inspection 

  9. Inspection List: Bulk Operations 

  10. Inspection Record - General Information 

  11. Backdating Inspections 

  12. Inspection Record - Inspection Clock 

  13. Inspection Record - Linking Invoices and Permits 

  14. Conducting a Remote Video Inspection 

  15. Inspection Record - Occupancy Section 

  16. Inspection Record - Completing the Checklist 

  17. Inspection Record - Ad Hoc Violations 

  18. Emailing Inspection, Permits, and Invoices together 

  19. Inspection Record - Schedule Reinspection 

  20. Inspection Record - Reinspection 

Tips and Best Practices

  1. Inspection Setup 
  2. Code Organizer 
  3. Form Builder 
  4. Inspection Type 

  1. Create Inspection Forms based upon your policies and procedures for Inspection Types as needed.

  1. Special Form for reinspection’s


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