Navigating the Inspections List

Navigating the Inspections List

Purpose Statement

The Inspections List provides a comprehensive interface for fire department personnel to view, filter, and manage all inspections within their jurisdiction. This feature enables efficient organization of inspection data, bulk operations for multiple inspections, and seamless navigation between list and map views to optimize inspection workflow management.

Background Information

The Inspections List serves as the central hub for inspection management, allowing users to quickly locate specific inspections through various filtering options, perform bulk operations on multiple inspections, and access individual inspection actions. This feature is essential for maintaining compliance with fire safety regulations and ensuring efficient inspection scheduling and completion tracking. The list integrates with the Inspections Map view and supports offline inspection capabilities for field operations.

Required Permissions

  • Inspections View: Required to access and view the Inspections List
  • Inspections Edit: Needed to modify inspection schedules and perform bulk actions
  • Inspections Delete: Required for deletion operations (individual and bulk)
  • Inspections Download: Necessary for offline inspection synchronization
  • Email Send: Required to send inspection reminders and completed inspection reports

Video


Step-by-Step Guide

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1. Click on Inspections.


Click on Inspections.



2. Click on Inspections List.


Click on Inspections List.



3. Enter data to filter the Inspection List in global search field and select search.
  1. Global Search works in the Address and Business Name fields.


Enter data to filter the Inspection List in global search field and select search.



4. Click on Expand to view Advanced Search fields.


Click on Expand to view Advanced Search fields.



5. Enter or select data to filter the Inspections List by and select Apply.


Enter or select data to filter the Inspections List by and select Apply.



6. Click on Reset to reset the Advanced Search fields.
  1. The reset includes all Advanced Search Fields and Global Search.


Click on Reset to reset the Advanced Search fields.



7. Click on Save View to save the applied filters.


Click on Save View to save the applied filters.



8. Enter a name for the Saved View and click on Save.
  1. 70 character limit.


Enter a name for the Saved View and click on Save.



9. Saved Views are available to select.


Saved Views are available to select.



10. Click on Collapse to collapse the Advanced Search fields.


Click on Collapse to collapse the Advanced Search fields.



11. Click on Inspections Map to view the Inspections List in the Inspections Map.
  1. The Inspections Map will respect an filters applied with global or advanced search.


Click on Inspections Map to view the Inspections List in the Inspections Map.



12. Click on Show to display columns in Inspections List. Check mark fields in the dropdown list to display.
  1. The columns to show will reset to the default value if the user navigates away from the Inspections List page.


Click on Show to display columns in Inspections List. Check mark fields in the dropdown list to display.



13. Drag and Drop to reorder columns.


Drag and Drop to reorder columns.



14. Select and drag column separator to increase/decrease column width.






15. Click on any column title to sort in ascending or descending order.


Click on any column title to sort in ascending or descending order



16. Select All or individual Inspections to enable a bulk operation.
  1. Hint: Apply Advanced Search Filters before using Bulk Actions.


Select All or individual Inspections to enable a bulk operation.



17. The following Bulk Actions can be applied:
  1. Delete - Warning! This is a permanent action and cannot be reversed.
  2. Download - Used to sync inspection data for Offline Inspections.
  3. Sync - Used in the event the automatic offline inspection data upload fails.
  4. Send Email - Used to email completed inspections.
  5. Print - Used to print completed inspections.
  6. Inspection Reminder (See related KBA).





18. Actions for each Inspection include:
  1. Re-Open Inspection (See related KBA)
  2. Review completed inspection
  3. Start and continue inspection
  4. Edit Inspection Schedule
  5. Cancel inspection
  6. Schedule reinspection
  7. Delete inspection
  8. View email status
  9. Download
  10. Sync
  11. Remove from Cache





19. Page attributes and download the Inspections List are available at the bottom of the page.


Page attributes and download the Inspections List are available at the bottom of the page.

Best Practices

  • Apply Advanced Search filters before performing bulk operations to ensure you're targeting the correct inspections
  • Use Saved Views to create quick access to frequently used filter combinations
  • Regularly sync offline inspections to maintain data accuracy
  • Take advantage of the Global Search for quick address or business name lookups
  • Switch between List and Map views based on your workflow needs - use List for detailed data management and Map for geographic planning

Troubleshooting & FAQs

Q: Why don't my column customizations stay when I navigate away? A: Column display settings reset to default values when leaving the Inspections List page. This is by design to maintain consistent user experience.

Q: My offline inspection data didn't upload automatically. What should I do? A: Use the manual Sync option from either bulk actions or individual inspection actions to force the data upload.

Q: I accidentally deleted inspections. Can I recover them? A: No, deletion is permanent and cannot be reversed. Always double-check your selection before confirming bulk delete operations.

Q: The Global Search isn't finding my inspection. Why? A: Global Search only works within Address and Business Name fields. For other criteria, use the Advanced Search filters.

Related Articles

  • Inspections Map
  • Sending Inspection Reminder
  • Offline Inspections
  • Re-Open Completed Inspection

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