Starting a Scheduled Inspection

Starting a Scheduled Inspection

Purpose Statement

This article demonstrates the multiple locations within the Fire/EMS software platform where users can initiate a scheduled inspection. Understanding these various entry points helps inspectors efficiently access and begin their assigned inspections from different workflows and interface views, improving overall inspection productivity and ensuring no scheduled inspections are missed.

Background Information

The platform provides eight different pathways for starting scheduled inspections, designed to accommodate various user workflows and preferences. Whether working from desktop, progressive web app, or mobile device, inspectors can access their assigned inspections through list views, maps, organizers, or directly from occupancy records. This flexibility ensures inspectors can work efficiently regardless of their preferred interface or current location in the system.

Required Permissions

  • Fire Prevention Inspector - Required to access and perform inspections
  • View Inspections - Necessary to see scheduled inspections in lists and organizers
  • Start Inspections - Required to initiate inspection processes
  • Access Mobile App - Needed for mobile inspection functionality (if using mobile workflow)

Video


Step-by-Step Guide

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1. Inspections List.
  1. Apply filters as needed. For example, based upon Status such as Scheduled and Inspection Type.
  2. Actions Column, select Inspect.
  3. Identical action on web and in the progressive web app.

Inspections List.



2. My Inspections.
  1. Inspection assigned to the user or Fire Prevention Team the User is a member of.
  2. Actions Column, select Inspect.
  3. Identical action on web and in the progressive web app.

My Inspections.



3. Inspection Organizer.
  1. Select appropriate Inspection Type.
  2. Look in the Next Initial Inspection Date column.
  3. For Reinspection, look in Next Reinspection Date column.

Inspection Organizer.



4. Inspections Map.
  1. 1 - Select Start Inspection icon on map.
  2. 2 - Select Start Inspection.
  3. Identical operation on map from Inspection List and My Inspections.

Inspections Map.



5. Preplans Map #1
  1. Select an Occupancy and select Start an Inspection.





6. Preplans Map #2
  1. Locate the inspection to start and select Start Inspections in the Actions column.
  2. Requires the Inspections Setup option enable to Show Previous Inspections When Start/Scheduled New Inspection to be enabled.





7. Mobile App.
  1. 1 - Sync Inspection(s).
  2. 2 - Tap in row to start the Inspection.

Mobile App.



8. Occupancy Record.
  1. Select the Occupancy from the Pre-plan Organizer or Inspection Organizer.
  2. Inspection Section.
  3. Select Inspect.

Occupancy Record.

Best Practices

  • Apply appropriate filters in list views to quickly locate scheduled inspections
  • Regularly sync mobile inspections to ensure you have the most current data
  • Use the map interface when conducting inspections in a specific geographic area
  • Verify inspection dates in the organizer views to prioritize overdue or upcoming inspections
  • Ensure proper permissions are assigned before attempting to start inspections

Troubleshooting & FAQs

Q: I don't see the "Start Inspection" option in Preplans Map Method 2 A: Verify that the Inspections Setup option "Show Previous Inspections When Start/Scheduled New Inspection" is enabled in your system configuration.

Q: My mobile app isn't showing current inspections A: Ensure you've completed the sync process before attempting to access inspections offline.

Q: I can see inspections but can't start them A: Check that you have the required "Start Inspections" permission and that the inspection status allows for initiation.

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