Reviewing and Changing Inspection Forms Before Completion

Reviewing and Changing Inspection Forms Before Completion

Purpose Statement

This feature allows inspectors to review and modify the inspection form selection before finalizing an inspection. This ensures the correct form is used for documentation, maintaining accuracy and compliance with departmental standards while providing flexibility to adjust form selection based on inspection findings.


Background Information

Fire/EMS departments often use multiple inspection forms depending on the type of facility, code requirements, or specific inspection focus. Inspectors may need to change forms during the inspection process when initial assumptions about the required documentation prove incorrect, or when discovering conditions that require a different form type. This functionality prevents the need to restart inspections and ensures proper documentation alignment with actual conditions found.


Required Permissions

  • Inspector role with inspection completion privileges
  • Access to multiple inspection forms (requires Inspection Type configuration to allow form changes)
  • Form selection permissions for the specific inspection types being used

Step-by-Step Guide




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.
  1. 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.





Best Practices

  • Always review the form selection before completing an inspection to avoid documentation errors
  • Familiarize yourself with available form types for different inspection scenarios
  • When in doubt about form selection, consult with supervisors or refer to departmental inspection protocols
  • Verify that signature requirements are complete before proceeding to form review
  • Double-check form accuracy during the final verification step to prevent reprocessing

Troubleshooting & FAQs

Q: The Form dropdown is not available - why can't I change forms? A: The Inspection Type must be configured to allow form changes. Contact your administrator to verify this setting is enabled.

Q: What happens if I select the wrong form and already sent it? A: Contact your supervisor or data manager to determine if the inspection needs to be reprocessed or if corrections can be made through administrative functions.

Q: Can I change forms multiple times during the review process? A: Yes, you can select different forms from the dropdown until you select "Complete" - after that point, you'll need to use the final verification step.

Q: Will changing the form affect data I've already entered? A: Form changes may affect how data is displayed or organized. Review all entered information after changing forms to ensure proper alignment.

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