Reviewing and Changing Inspection Forms Before Completion
Purpose
- The purpose of this Knowledge Base Article is to demonstrate how to Review and Change an Inspection Forms Before Completion of an Inspection.
First Due is currently fixing an issue with Inspections rendering the correct form. Follow these best practices to review and ensure the correct form is rendered for your Inspection.
Instructions
1. After completing your checklist and the signature requirements, do not complete the Inspection, go to Step 2.
2. Select Inspection Report and verify the correct form is displaying.
3. To change the form, select the correct form from the Form dropdown.
- Assumes the setting for Inspection Type allows an Inspector to change the form.
4. Select Complete.
5. Confirm the form is correct by selecting Continue. If the form is not correct, select Cancel and return to Step 3.
6. Send the form.
Related Articles
Inspection Type - Part 3: Forms
Purpose The purpose of this Knowledge Base Article is to demonstrate setting up the Forms Section for an Inspection Type. Related Articles Inspection Type - Part 1: Creating and Editing Inspection Type Inspection Type - Part 2: Creating and Editing ...Inspection Form – Make changes to the form without changing historical records
Heads Up! We are changing the way Inspection Form updates interact with Completed Inspection. These changes will allow agencies to: 1 - Users can edit an inspection form from the form builder without affecting previously completed inspections. 2 - ...Inspection Type - Part 1: Creating and Editing Inspection Type (Review First)
Purpose The purpose of this Knowledge Base Article is to demonstrate how to create and edit an Inspection Type. Related Articles Inspection Type - Part 2: Creating and Editing an Inspection Checklist Inspection Type - Part 3: Forms Inspection Type - ...Inspection Type - Part 2: Creating and Editing an Inspection Checklist
Purpose To demonstrate how to create and edit an Inspection Checklist. Related Articles Inspection Type - Part 1: Creating and Editing Inspection Type Inspection Type - Part 3: Forms Inspection Type - Part 4: Email Inspection Type - Part 5: Billing ...Creating and Importing an Inspection Checklist
Purpose To demonstrate how to create an Inspection Checklist Template for importing into an account. Video Instructions 1. Click on Inspections. 2. Click on Inspection Types. 3. Click on Import XLS to download the template. 4. Click on Download ...