Inspection Report - Viewing, Printing, and Sending an Inspection Report
Heads Up!
We are changing the way Inspection Form updates interact
with Completed Inspection. These changes will allow agencies to:
1 - Users can edit an inspection form from the form builder
without affecting previously completed inspections. See the related Article.
2 - Users with a new permission can now select the date and
time the form will become effective when editing an inspection form.
3 - Once the user confirms and saves, the old form will be
archived, and a new one will be created and published. If the user backdates
the form, all inspections created from the desired date to now that were using
that form will be updated.
4 - The completed inspections (completed, completed with
failures, or completed with citations) will use the form assigned when the
inspection was completed or the updated one if the user edits the form builder
and backdates the date.
5 – Note that after an Inspection Form is selected or confirmed,
it cannot be changed after the inspection is completed.
This new feature will be released on March 11, 2024.
Purpose
- To demonstrate how to View, Print, and Send the Inspection Report.
Related Article
Video
Instructions
NOTE: When Completing an inspection, you will see this pop-up modal. Select continue to use the default form for the Inspection Type. Once selected and the Inspection is Completed, the Inspection Form cannot be changed. Select Cancel to select a different form. See Step 2 below.
1. Click on Inspection Report.
2. Click on the Inspection Form to change the form. This is a set-up option and you may not be able to perform this function.
3. Select Continue to use the selected form. Select cancel to select a different form.
4. Select what results you want to print on the sent report.
5. Select to include any Linked Reports (Permits or Invoices).
6. Click on Include Attachments if desired to send attachments.
7. Click on expand (#1) then type in additional email addresses (#2) to send the report to if needed. Select CC to me to receive the report via email (#3).
8. Click on expand to display view pdf options.
9. Full screen example.
10. Click on Print to print the report.
11. Click on Download to download the report.
12. The Inspection has to be in Complete Status to send via email. The user may have to schedule a reinspection to set the status to Complete.
13. Click on Send to send the report via email.
14. Note banner after report sent.
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