Inspection Setup - System Options

Inspection Setup - System Options

Purpose Statement

This guide demonstrates how to configure the System Options for the Inspections Module. These settings control various inspection workflows, notification preferences, scheduling parameters, and permit handling processes to optimize your department's inspection operations and ensure compliance with your specific operational requirements.


Background Information

The System Options page serves as the central configuration hub for inspection-related functionalities within the platform. These settings directly impact how inspections are processed, scheduled, reviewed, and managed across your organization. Proper configuration ensures seamless workflow integration between field personnel and administrative staff while maintaining compliance standards and operational efficiency.

Required Permissions

  • Administrator or System Configuration permissions are required to access and modify inspection system options
  • Users configuring the "Ready for Review" status must ensure that field personnel do not have "Complete Inspection" permission enabled for proper workflow operation
Video


Step-by-Step Guide

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1. Click on Inspections.


Click on Inspections.



2. Click on Inspection Setup.


Click on Inspection Setup.



3. Click on System Options.
  1. Boolean slider with turn option on to right or off, to left.


Click on System Options.



4. Move boolean slider to turn on or off Fire Inspection Status of "Ready for Review."
  1. Along with this setting, the user’s role cannot have the "Complete Inspection" permission enabled to operate correctly.






5. Move boolean slider to turn on or off to show previous inspections when Start/Scheduled new inspections.






6. Move boolean slider to turn on or off to make required to create a re-inspection if has open violations.


Move boolean slider to turn on or off to make required to create a re-inspection if has open violations.



7. Move boolean slider to turn on or off to show Will call as an option for re-inspections.


Move boolean slider to turn on or off to show Will call as an option for re-inspections.



8. Move boolean slider to turn on or off when adding a new permit, take the user to the "Edit Permit" screen.






9. Move boolean slider to turn on or off to show the original inspection time on re-inspections.





10. Move boolean slider to turn on or off to not send an email notification when an inspection is self scheduled.





11. Move boolean slider to turn on or off to link all permits created in an Inspection by default.








12. Move boolean slider to turn on or off to use the Multi Permit Form to send all permits by default.






13. Select days of the week to exclude from the auto recurring Schedule.
  1. For example, if December 1st is the scheduled day and Saturday and Sunday is excluded, if the scheduled date falls on one of the weekend days, the inspection will get bumped to the next unexcluded day.

Select days of the week to exclude from the auto recurring Schedule.


14. US Holidays can be set to be excluded in addition to days of the week.
  1. For customers using Canada.firstdue.com, Canadian Holidays are present on the page.

US Holidays can be set to be excluded in addition to days of the week.




15. Click on Save to save changes.


Click on Save to save changes.


Best Practices

  • Review all boolean settings carefully before enabling to ensure they align with your department's operational procedures
  • Test the "Ready for Review" workflow with a small group before full deployment
  • Coordinate with field personnel when changing scheduling exclusions to avoid confusion
  • Document any custom configuration choices for future reference and training purposes
  • Regularly review holiday exclusions to ensure they remain current and relevant

Troubleshooting & FAQs

Q: The "Ready for Review" status isn't working properly for field users A: Verify that users with field access do not have "Complete Inspection" permission enabled, as this conflicts with the ready for review workflow

Q: Inspections aren't rescheduling properly around excluded days A: Check that both daily exclusions and holiday exclusions are configured correctly, and verify the auto-recurring schedule is enabled

Q: Email notifications are still being sent despite disabling self-schedule notifications A: Ensure the setting has been saved properly and check if there are other notification rules that may override this setting

Q: Multi Permit Form isn't appearing when expected A: Verify that the "Use Multi Permit Form" option is enabled and that users have appropriate permissions to access permit functions



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