Inspection Request from Community Connect Portal
Purpose
- The purpose of this KBA is to demonstrate what an Inspection Request will look like when requested from the Community Connect Portal.
Related Articles
Video
Instructions
1. Once the user saves, this creates a new inspection on the Inspections List with:
- Request Number = NEW autogenerated unique number in the system to identify the inspections generated through CC/HH as a scheduled inspection does not have an Inspection Number.
- Assigned To = empty
- Schedule to = "Will Call"
- Inspection Notes = The notes the CC user entered
- Status = Scheduled
- The CC/HH user will be added as an occupancy contact if they were not yet part of the occupancy.
2. The User(s) and/or Team(s) set for notification will receive an email with details of the requested Inspection.
- Details include the requesters name, occupancy address, request number, and link to the inspection.
3. The Inspection requester will receive a confirmation email for the Inspection request made.
4. When selecting the link in the Inspection request submitted email, the result will be the Inspection being started.
5. To schedule the Inspection requested, on the Inspection List page, click on Expand for Advanced Search.
6. Enter the request number and select Apply.
7. Click on Apply.
8. Select Edit to schedule the Inspection.
9. Schedule the Inspection according to your agency policy/practice and then select save.
10. The Inspection requester will receive an email confirmation for the scheduled Inspection.
Any updates to the date and time will result in an email being sent to the requester.
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