Navigating and Using the Inspection Organizer
Purpose
- To demonstrate the navigation of and use of features in the Inspection Organizer.
Related Article
Video
Instructions
1. Click on Inspections.
2. Click on Inspection Organizer.
3. Select Inspection Type. Note: The inspection Type selected here will be used when scheduling or starting an inspection from this page.
4. Click on Change.
5. Enter global search criteria. Global search is used for addresses and Occupancy Name. Partial address elements and Occupancy Name can be used.
6. Click on Search.
7. Click on Advanced Search.
8. Click on and select one or more advanced search criteria.
9. Click on search to apply the search criteria.
10. Click on Map view to view map. The map view will respect any filters applied. The address, business name and property use only is viewed.
11. Click Columns to show dropdown menu to select the columns to display on the page. Address and Actions will always display.
12. Click on any column title to sort ascending or descending.
13. Click on Occupancy record in the Address column to edit the Occupancy Record. See the related Knowledge Base Article for more information.
14. Click the Calendar in the Next Initial Inspection Date column to schedule.
15. Enter the appropriate scheduling information and then Save.
16. After an Inspection is scheduled, actions available are start or resume the scheduled Inspection, Cancel Inspection, and Delete Inspection.
17. In the Actions column, Start a new Inspection, Print, and Inspection History are available.
18. When printing (single occupancy or with a bulk action), select "Summary Occupancy Card" to print a blank Occupancy card for enter data in the field for later entry into the Occupancy record.
19. Or, select one or more sections of the Occupancy record to print previously entered data.
20. Page parameters are Pages, Rows per page, and download. Note that the download feature will respect any advanced search criteria applied.
21. Select all or individual records to perform a bulk operation.
22. Bulk actions available are Scheduling Inspections, Modify Scheduled Inspections, Delete Inspections, Cancel Inspections, Mark Inspectable, Mark Not Inspectable, and Print.
- Schedule for bulk action is same dialog window for scheduling a single inspection.
- Inspections have to be scheduled for an occupancy to activate the modify scheduled inspections, delete inspections, cancel inspections bulk actions.
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