Restrict Inspection Types based on Permissions by Level

Restrict Inspection Types based on Permissions by Level

Purpose Statement

This feature allows administrators to control which personnel can start and complete specific inspection types by assigning permission levels. The system separates Company Level Inspections from Fire Prevention Inspections, ensuring only qualified personnel perform inspections matching their certification level and expertise.

Background Information

The Inspection Level restriction system addresses the need for role-based access control in fire prevention and inspection workflows. This feature ensures compliance with department standards by preventing unauthorized personnel from conducting inspections beyond their training level. Common use cases include separating basic company inspections from complex fire prevention work, maintaining quality control, and ensuring proper documentation by qualified inspectors.

Prerequisites:

  • Admin-level access to Field Management and Inspection Types
  • Established user roles within your agency
  • Understanding of your department's inspection certification levels

Required Permissions

  • Admin permissions for Field Management configuration
  • Admin permissions for Inspection Types management
  • Role management permissions to assign inspection levels to user roles
  • Update permissions on Inspection Level fields for roles that should conduct inspections

Video


Step-by-Step Guide


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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.

Best Practices

  • Start with Basic Levels: Begin by implementing a simple three-tier system (Basic, Intermediate, Advanced) before creating more complex classifications
  • Regular Permission Audits: Review user role assignments quarterly to ensure personnel maintain appropriate inspection permissions
  • Training Documentation: Link inspection levels to your department's training and certification requirements
  • Clear Naming Conventions: Use descriptive level names that clearly indicate the scope of inspection authority
  • Gradual Implementation: Roll out restrictions gradually, starting with the most critical or complex inspection types

Troubleshooting & FAQs

Q: A user reports they can't start an inspection they previously could access. What should I check? A: Verify the user's role still has "Update" permissions for the required inspection level, and confirm the inspection type is assigned to the correct level.

Q: Can I assign multiple levels to a single inspection type? A: No, each inspection type can only be assigned to one level. Consider creating separate inspection types for different complexity levels if needed.

Q: What happens to existing scheduled inspections when I change permission levels? A: Existing scheduled inspections remain accessible to users who scheduled them, but new inspections will follow the updated permission structure.

Q: How do I temporarily grant a user access to a higher-level inspection? A: You can either temporarily modify the user's role permissions or reassign the specific inspection type to a lower level temporarily.

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