Inspections: Scheduling Inspections

Inspections: Scheduling Inspections

Purpose

  1. To review the places and methods to schedule an Inspection in your First Due account.  There are five places in the system to schedule inspections from.

Video


Instructions


Method #1: Schedule Inspection from Occupancy Record.


1. Click on Inspections.


Click on Inspections




2. Click on Inspection Organizer.


Click on Inspection Organizer




3. Select an Inspection Type and then select change.


Select an Inspection Type and then select change.




4. Click on the Occupancy record you desire to schedule an Inspection for.


Click on the Occupancy record you desire to schedule an Inspection for.




5. Click on Inspections and then Schedule an Inspection.


Click on Inspections and then Schedule an Inspection.



Method #2: Schedule from Inspection Organizer Grid.


1. Click on Inspections


Click on Inspections




2. Click on Inspection Organizer.


Click on Inspection Organizer




3. Select an Inspection type and then select change.


Select an Inspection type and then select change.

4. Click on Schedule Inspection in the Next Initial Inspection Date column.


Click on Schedule Inspection in the Next Initial Inspection Date column.

Note: It may be useful to filter your Inspection Organizer to find the Occupany to schedule for an inspection.


Method #3: Bulk Operation from Inspection Organizer Grid.


1. Click on Inspections.


Click on Inspections




2. Click on Inspection Organizer.


Click on Inspection Organizer



2. Select an Inspection Type and the select Change.


Select an Inspection Type and the select Change.



3. Select one or more Occupancies to schedule for an inspection for. Select the check box next to Address to select all on the page.


Select one or more Occupancies to schedule for an inspection for. Select the check box next to Address to select all on the page.



4. Click on Schedule Inspections.


Click on Schedule Inspections




Method #4: Schedule from Inspections List.

1. Click on Inspections


Click on Inspections



2. Click on Inspections List.


Click on Inspections List



3. Click on Schedule an Inspection.


Click on Schedule an Inspection


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