Inspection Type - Part 6: Community Connect

Inspection Type - Part 6: Community Connect

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate setting up the Community Connect Section for an Inspection Type.

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Video


Instructions

1. Click on Inspections.


Click on Inspections.



2. Click on Inspection Types.


Click on Inspection Types.



3. Click on COMMUNITY CONNECT.


Click on COMMUNITY CONNECT.



4. Click on the appropriate selections to link Community Connect with the Inspection Type.


Click on the appropriate selections to link Community Connect with the Inspection Type.



5. After selecting the Inspection Type available on CC and/or HH Users, add User(s) and/or Fire Prevention Team(s) to be notified by email of the request for the Inspection.
  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.
    • Request Number column.
    • 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 CC/HH user will receive an email notification confirming the inspection was created. Later, they will receive an extra email when the date and time of the inspection are set (this will be sent each time there is a change in the date and time, not only the first time).





6. Click on Close to close the edit Inspection Type modal.
  1. Note: You will be prompted to save your changes when you select close even though you may have just saved your edits.

Click on Close to close the edit Inspection Type modal.



7. This Knowledge Base Article completes the 6 step process of setting up your Inspection Type.