Inspection Record - Signatures and Service To
Purpose
To demonstrate how to set up and require signatures and add Service To to an Inspection Type.
Related Articles
Video
Instructions
1. Click on Signatures.
2. Click on Occupancy Contact Signature.
3. Click on the pen to have the Inspection Contact sign the Inspection Form.
4. Contact sign and select Save.
5. Check Unable to sign if the Inspection Contact cannot sign and enter a reason unable to sign (required).
6. Vendor Contact sign and Select Save.
- A Vendor Contact Signature will eliminate the requirement for an Occupancy Contact Signature.
7. Inspector, click on Fill to sign with signature saved in profile.
8. Optionally, Inspector to click on pen to sign.
9. Sign and select Save.
10. Inspection Signature Options: Navigate to Inspection Type to select Inspector Signature Requirements. Options are None, Sign or Fill, or Sign.
11. Select Inspection Complete by Options: Navigate to Inspection Type to select Completed Options. Options are Blank, Selectable User; Signed in User, not editable; and Signed in User, editable.
12. Contact Signature
- Check the box to make it required for this Inspection Type.
- If the box is checked, it will automatically check the Inspection Contact box since a signature is required.
13. Inspection Contact
- If an Inspection Contact is required, check the box; otherwise, no Inspection Contact is needed for this Inspection Type.
14. If the Service To toggle is on for the Inspection Type, there will be a tab next to the Signatures tab.
15. Click on Service To tab.
16. Click on Add.
17. Fill in the information: Date and Name are required.
18. Choose from the dropdown which type of Relationship to Property (Required). Options are Director/Office of Corporation, Occupant - Named, Occupant - Other, Other, Owner - Named, or Owner - Other.
19. Choose from the dropdown for the Manner of Service (Required). Options are Certified Mail, Email, Fax, Other, Personal, Posted, or Regular Letter Mail.
20. Put notes in the Notes section if needed.
21. If Other for Relationship to Property is chosen then Other Reason for Relationship to Property (Required) box will populate and must be filled in.
22. Click on Add.
23. The Service To will be able to be edited or deleted by using the icons in the Actions column.
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