Navigating My Inspections

Navigating My Inspections

Purpose Statement

The My Inspections page provides fire prevention personnel with a centralized view to access, manage, and track inspections assigned to them or their team. This feature streamlines the inspection workflow by allowing users to search, filter, organize, and take action on their assigned inspections efficiently, supporting both field operations and administrative oversight.

Background Information

The My Inspections page serves as the primary workspace for fire prevention officers and team members to manage their inspection responsibilities. This feature displays inspections based on three criteria: those assigned directly to the logged-in user, those assigned to Fire Prevention Teams the user belongs to, or inspections the user has completed. The page includes powerful search capabilities, map visualization, bulk actions, and customizable views to enhance productivity and ensure no inspections are overlooked.

Required Permissions

Standard Access:

  • Fire Inspections - View (to access My Inspections page)
  • Fire Prevention Team membership (for team-assigned inspections)

Advanced Actions:

  • Fire Inspection - Re-Open Completed Inspection (for reopening completed inspections)
  • Fire Inspections - Delete (for deleting inspections)

Video


Step-by-Step Guide


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1. Click on Inspections.


Click on Inspections.



2. Click on My Inspections. For Inspections to be viewed on the My Inspections page, the inspections have to be assigned to the signed in user, assigned to a Fire Prevention Team the signed in user is a member of, or inspections the signed in user completed.


Click on My Inspections. For Inspections to be viewed on the My Inspections page, the inspections have to be assigned to the signed in user, assigned to a Fire Prevention Team the signed in user is a member of, or inspections the signed in user completed .



3. Enter Global Search criteria (Address or Business Name) and select search. Partial Address or Business Name can be used.


Enter Global Search criteria (Address or Business Name) and select search. Partial Address or Business Name can be used.



4. Inspections Map available for My Inspections.


Inspections Map available for My Inspections.



5. Click to Expand Advanced Search.


Click to Expand Advanced Search.



6. Enter or select search criteria in one or more fields in Advanced Search and select Apply. Select Reset to reset Advanced Search.


Enter or select search criteria in one or more fields in Advanced Search and select Apply. Select Reset to reset Advanced Search.



7. Click on Save View to save the entered search criteria (Optional).


Click on Save View to save the entered search criteria (Optional).



8. Enter a name and select save.


Enter a name and select save.



9. Click on Collapse to collapse Advanced search.


Click on Collapse to collapse Advanced search.



10. Click on the Show drop down to select/deselect columns to view.






11. Select address to view and/or update Occupancy data.






12. Click on one or more rows (or all) to initiate the Bulk Action.


Click on one or more rows (or all) to initiate the Bulk Action.



13. Bulk action to print. Inspections have to be completed to print.


Bulk action to print. Inspections have to be completed to print.



14. Select and hold column title to drag and drop columns to rearrange.


Select and hold column title to drag and drop columns to rearrange.



15. Click on column title to sort ascending or descending.


Click on column title to sort ascending or descending.



16. Click on column divider and drag to expand or contract the column width.


Click on column divider and drag to expand or contract the column width.



17. Actions column:
  1. 1 - Inspect/Start
  2. 2 - Download
  3. 3- Review Completed Inspection
  4. 4 - Reopen (permission needed - Fire Inspection - Re-Open Completed Inspection)
  5. 5 - Delete (permission needed -  Fire Inspections - Delete)






18. Page parameters at the bottom of the page. View page, display number of rows per page, records displayed and download. Download respects page parameter settings and advanced search criteria applied.


Page parameters at the bottom of the page. View page, display number of rows per page, records displayed and download. Download respects page parameter settings and advanced search criteria applied.

Best Practices

  • Save frequently used search criteria as custom views to improve efficiency
  • Use partial search terms in global search to capture variations in address formats or business names
  • Regularly check the map view to optimize travel routes when conducting field inspections
  • Utilize bulk actions for printing multiple completed inspections before field visits
  • Customize column display to show only relevant information for your specific workflow
  • Sort by due date or priority to ensure time-sensitive inspections are completed first
  • Review occupancy data before conducting inspections to prepare for specific building characteristics

Troubleshooting & FAQs

Q: Why don't I see certain inspections on My Inspections page? A: Inspections appear only if they are assigned to you directly, assigned to a Fire Prevention Team you're a member of, or completed by you. Check your team assignments or contact your administrator.

Q: My saved view disappeared. What happened? A: Saved views are user-specific. Ensure you're logged in with the same account. If the issue persists, recreate the view and contact support.

Q: The bulk print option is grayed out. Why? A: Bulk print is only available for completed inspections. Ensure all selected inspections have been finished before attempting to print.

Q: I can't reopen a completed inspection. A: You need the "Fire Inspection - Re-Open Completed Inspection" permission. Contact your system administrator to request access.

Q: The map isn't loading my inspections. A: Verify that inspections have valid address data. Contact support if the map continues to show blank or incorrect locations.

Q: Advanced search isn't returning expected results. A: Check that all search criteria are compatible and not overly restrictive. Use the Reset button to clear filters and try again with broader criteria.

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