Navigating and Using the Inspection Organizer

Navigating and Using the Inspection Organizer

Purpose

  1. To demonstrate the navigation of and use of features in the Inspection Organizer.


Related Article


Video



Instructions


1. Click on Inspections.


Click on Inspections.


2. Click on Inspection Organizer.


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.


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.


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.


Click on Search.



7. Click on Advanced Search.


Click on Advanced Search.



8. Click on and select one or more advanced search criteria.


Click on and select one or more advanced search criteria.



9. Click on search to apply the search criteria.


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.


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.


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.


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.


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.


Click the Calendar inb the Next Initial Inspection Date column to schedule



15. Enter the appropriate scheduling information and then Save.


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.


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.


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.


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.


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.


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.
  1. Schedule for bulk action is same dialog window for scheduling a single inspection.
  2. Inspections have to be scheduled for an occupancy to activate the modify scheduled inspections, delete inspections, cancel inspections bulk actions.
Bulk actions available are Scheduling Inspections, Modify Scheduled Inspections, Delete Inspections, Cancel Inspections, Mark Inspectable, Mark Not Inspectable, and Print.



    • Related Articles

    • Navigating the Code Organizer

      Purpose To demonstrate the navigation and use of the Code Organizer Video Instructions 1. Click on Inspections. 2. Click on Code Organizer. 3. The Code Organizer has an advanced search feature at the top of the page. 4. Select or enter data to search ...
    • Pre-Plan Organizer Overview

      Purpose: To provide a general overview of the Pre-Plan Organizer landing page. Related Articles Assigning and Administering Pre-Plans Video Directions 1. Navigate to Pre-Plan Organizer via the Pre-Planning Module. 2. When accessed, the Pre-Plan ...
    • Inspections Module: Searching the Code Organizer

      Purpose To explain how to use the search option in Code Organizer. Video Instructions Navigate to the Inspection > Code Organizer. At the top of the page you will see the Code Organizer Search fields. NOTE: In the Search Box there are many options to ...
    • Adding a Code to the Code Organizer

      Purpose To demonstrate how to add a Code to the Code Organizer. Related Article Add Standard Remarks to Codes Video Instructions 1. Click on Inspections. 2. Click on Code Organizer. 3. Click on Create Code. 4. Enter data as needed to create your ...
    • Navigating the Inspections List

      Purpose The purpose of this Knowledge Base Article is to review the layout, perform operations, and how to use filters in the Inspections List. Related Articles Inspections Map Sending Inspection Reminder Offline Inspections Re-Open Completed ...