Inspection Type - Part 1: Creating and Editing Inspection Type
Purpose
- The purpose of this Knowledge Base Article is to demonstrate how to create and edit an Inspection Type.
Related Articles
Video
Instructions
1. Click on Inspections.
2. Click on Inspection Types.
3. To filter your Inspection Types list, select the appropriate filter and then select search.
4. To create a new Inspection Type, click on Add New Type.
5. Import XLS
- Useful tool to Import an Inspection Type including a checklist.
- See the related KBA "Creating and Importing an Inspection Checklist".
6. Actions:
- Deactivate/Activate (X = Active, select to make Deactivated. ✔ = Deactivated, select to make active) Note: Inspection Types Scheduled or In-Progress cannot be made Deactivated.
- Edit - Any Inspection Type can be edited at any time.
- Delete - Inspection Types used for recording an inspection cannot be deleted (Trash Can Not Shown).
- Download - Useful tool to share Inspection Type with other First Due customers.
- Clone - Useful tool for creating a similar Inspection Type/checklist; duplicate an Inspection Type then edit to create a new version or replacement.
7. Click on Edit in the Actions column to edit an existing Inspection Type.
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An Inspection Type can be edited at any time.
8. Enter a name for the Inspection Type (Required).
9. Select a Default Schedule, if desired.
- The system will schedule the next Initial Inspection Date using the selected interval when an inspection is set to Complete Status.
10. Schedule the next inspection from:
- Schedule At - Respects the original inspection date.
- Completed Date - Schedule the next initial inspection from the date of completion.
11. Click on Inspection Timer, if desired to track time spent on the Inspection Type.
12. The Status default setting is Active.
- An Inspection Type has to be in Active Status to be used.
13. Inspection Level (Required)
- Choose an inspection level for the Inspection Type.
- To set up Inspection Levels see the KBA on "Restrict Inspection Types based on Permissions by Level".
14. Select the appropriate Inspector Signature Requirements.
- None will not require an Inspector Signature.
- Sign or Fill requires an Inspector Signature (Fill brings in the Signature form the Inspector's Profile).
- Sign requires an Inspector Signature.
15. 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.
16. Inspection Contact
- If an Inspection Contact is required, check the box; otherwise, no Inspection Contact is needed for this Inspection Type.
17. Select the appropriate Inspection Completed by Option.
- Blank, selectable user will allow any user with the "Can be assigned to inspections" Permission to be selected as the Inspector.
- Signed in user, not editable will be the signed in user and cannot be changed.
- Signed in user, editable will be the signed in user unless it is changed. This option is a good selection if your agency uses mobile devices signed in as a Unit user.
18. Assigned to Team Option (Required):
- Keep the original assigned to:
- Retains the original assigned to: it doesn't matter if it's a Team or User.
- During the inspection, the user can reassign it to a different Team or User.
- Changed to Logged in User:
- For new and existing inspection types, the selected option will be “Use the logged-in user" (current system behavior).
- If the inspection was assigned to a Team, when they start the inspection, we assign the logged-in user.
- If the inspection was assigned to a User, the inspection stays assigned to that specific User, and we do not assign the logged-in User.
19. Click on Service To.
20. Enter a Description for the Inspection Type (Optional).
21. Select "Save" to save your changes or "Close." When selecting "Close" if the system detects changes, you will be prompted to save your data.
22. Example of what it will look like when clicking on Close.
- Click on "Save" before leaving if you want changes saved.
23. See the Inspection Type - Part 2: Checklist Knowledge Base Article to continue your setup.
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