Restrict Inspection Types based on Permissions by Level

Restrict Inspection Types based on Permissions by Level

Purpose

  1. This Knowledge Base Article will demonstrate how to restrict who can start and complete certain inspection types, separating Company Level Inspections from Fire Prevention Inspections.

Video


Instructions

Step 1: Field Management Set-up


1. Click on Admin.






2. Click on Field Management.


Click on Field Management.



3. Using Advanced Search, filter the list of fields for Inspection Level.


Using Advanced Search, filter the list of fields for Inspection Level.



4. Click on Apply.


Click on Apply.



5. Click on Edit.


Click on Edit.



6. Click on Add.


Click on Add.



7. Enter the name for the List Item.
  1. Recommended Levels:
    1. Basic - Level 1: Assists with inspections, learns basic codes and standards, and conducts simple inspections under supervision.
    2. Intermediate - Level 2: Conducts routine inspections independently, interprets codes and standards, identifies and documents violations.
    3. Advanced - Level 3: Conducts complex inspections, plan reviews, and Hazmat.

Enter the name for the List Item.



8. Click on Save when done.


Click on Save when done.



9. Click Edit Roles Permissions.


Click Edit Roles Permissions.



10. Click on Inspection Level (e.g. Basic - Level 1).
  1. Select "Read" or "Update" for each role in your agency.
  2. Read does not allow Inspections for the Role.
  3. Update allows Inspections for the Role.

Click on Inspection Level (e.g. Basic - Level 1).



11. Click on Save when done.


Click on Save when done.



Step 2: Set-up Inspection Type(s) to restrict use.


1. Click on Inspections.






2. Click on Inspection Types.


Click on Inspection Types.



3. To set the Level for the Inspection Type, click on Edit.


To set the Level for the Inspection Type, click on Edit.



4. Click on the appropriate Level for the Inspection Type.


Click on the appropriate Level for the Inspection Type.



5. Click on Close and save your changes.


Click on Close and save your changes.



Step 3: Example of an Inspection type that is restricted.

  1. The User Can:
    1. View the inspection report.
  1. The User Cannot:
    1. Click the “Inspect” action button.
    2. Schedule an inspection of this type.
    3. Edit the scheduled Inspection schedule.
    4. Schedule a reinspection.
    5. Reopen an inspection of this type.
    6. Delete an inspection of this type.


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