Inspection Setup - System Options

Inspection Setup - System Options

Purpose

  1. This Knowledge Base Article demonstrates how to setup the System Options for the Inspections Module.


Video




Instructions

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. 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.


12. 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.




13. Click on Save to save changes.


Click on Save to save changes.







    • Related Articles

    • Fire Incident Setup - General

      Purpose To guide you through Fire Incident General setup. Video Directions Navigate to Incident Documentation > Fire Incident Setup. On the landing page select the General section. Set your Incident Numbering Format. (A) - Selecting this box enables ...
    • Inspection Type - Part 1: Creating and Editing Inspection Type (Review First)

      Purpose The purpose of this Knowledge Base Article is to demonstrate how to create and edit an Inspection Type. Related Articles Inspection Type - Part 2: Creating and Editing an Inspection Checklist Inspection Type - Part 3: Forms Inspection Type - ...
    • Inspection Record - Inspection Clock

      Purpose To provide instructions on the Inspection Timer/Clock functions. Video Instructions 1. The Inspection Clock is activated by the Inspection Type with this slider. 2. Start Clock dialog window displayed when starting an Inspection. 3. Click on ...
    • Resuming an Inspection

      Purpose To demonstrate how to resume an In Progress inspection. Video Instructions 1. Click on Inspections. 2. Click on Inspections List. 3. Click on Expand to expand advanced search. 4. Click on In Progress for Inspection Status. The user may desire ...
    • Assets Module Setup: Settings

      Purpose The purpose of this article is to explain the settings in the Assets Module Setup. Toggling on the switches enables the function of each item as defined below. Video Directions 1. Select Assets 2. Click on Setup. 3. Click on Settings. Enable ...