Inspection Module Updates

Inspection Module Updates

Info
In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. 




New Features

  1. What: Bulk Action: Print and Mail Inspection Reminder

  2. Why: As a user, I need the ability to print and mail an inspection notification to an occupancy through the Mail.

  3. How: From the Inspections List and My Inspections select scheduled inspections and then select Bulk Actions > Inspection Reminder > Print for Mailing.  Next, select the template to use, select to print double sided and then Print.  Also, see new feature below "Form Builder - Inspection Reminder Template"

  4. Use Case: Some location may not have a physical address and the Inspection Reminder may need to be sent to a property owner at a  different address than the property.

    For More info see this related article: Inspection List - Bulk Action: Print and Mail Inspection Reminder

Form Builder - Inspection Reminder Template

  1. What: Form Builder - Inspection Reminder Template

  2. Why: As a user, I need the ability to print and mail an inspection notification to an occupancy through the Mail.

  3. How: Using Form Builder, create a new form. Select "Inspection Reminder" in the Template Category dropdown list.  Next configure the form as needed. 

  4. Use Case: The Inspection Reminder Form has to be created to utilize the Bulk Action > Inspection Reminder > Print for Mailing Feature.

    For More info see this related article: Inspection List - Bulk Action: Print and Mail Inspection Reminder

Service To

  1. What: Added the ability to note "Service To" information to an Inspection Record

  2. Why: As a user, I need the ability to track who has received a copy of an inspection report. This can involve multiple recipients using different methods and on different dates.

  3. How: In the Inspection Type, toggle on "Service To."

  4. Use Case: After signature requirement are made, the user will view a "Service To" Tab.  Selecting the tab then selecting "Add," the user can add data on who was served and how in relation to an Inspection.

    For More info see this related article: Inspection Record - Signatures and Service To

Feature Enhancements

Updated US Mail Tag Components

  1. What: Updated “US Mail Tag” Component to Correctly Format Contacts and Remove Invalid “ATTN” Labels when there is no contact.

  2. Why: As a fire marshal user, I need the “US Mail Tag” component to display appropriate contact formatting when using the “Mail - Business Inspection Contact” or “Mail - Billing Invoice Contact”, so that the resulting labels align with proper US mail standards, and unnecessary “ATTN:” labels are avoided when no contact exists.

  3. How: Using Form Builder > US Mail Tag, the following criteria will determine if the "Attn:" label is printed on the PDF document.

    1. Only show "Attn:" label when "Show Label" is ON AND a contact name exists.

    2. Never show "Attn:" label when "Show Label" is OFF or when no contact name exists

  4. Use Case: Provide the option for the Fire Dept user to Display or Not Display the Label “Attn:” when using the U.S Mail set-up from the first line of the mailing address for “Inspection Contact."

    For More info see this related article: TBD



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