Managing the Occupancy Record
Purpose
- To demonstrate navigating through and updating the Occupancy Record.
Related Articles
Video
Instructions
1. Click on Inspections.
2. Click on Inspection Organizer.
3. Select an inspection type and then change.
4. Enter the address of the Occupancy to update.
5. Click on Search.
6. Click on the address.
7. Fields at the top of the record can be updated.
8. Click on Occupancy, update Occupancy data as needed
Note: This is the only location to update an address in the database.
9. Click on Contacts, update contacts as needed.
Add/Edit Contact Modal:
10. Click on Pre-planning. Update Pre-planning data as needed.
11. Click on Permits. Update Permit data as needed.
12. Click on Inspections. Schedule Inspections, view completed inspections, start scheduled Inspections, schedule reinspection's, view email status, cancel inspections, and delete inspections.
13. Click on Violations. View Violations as needed.
14. Click on Invoices. Add Invoices, edit invoices, delete invoices and view line items list.
15. Click on Attachments - Add, view, and delete attachments.
Note: Attachments here do not display in the preplan.
16. Click on Print Data to print occupancy data.
17. Select Print Options.
18. Click on Print.
19. Click on Preplan Map to view the preplan map.
21. Click on Save to save any changes.
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