Inspections List
Bulk modify scheduled inspections from the Inspection List
Purpose The purpose of this Knowledge Base Article is to demonstrate how to modify Scheduled Inspections from The Inspections List page. Video Instructions 1. Click on Inspections. 2. Click on Inspections List. 3. After applying appropriate ...
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 ...
Delete Completed Inspection
Purpose The purpose of this Knowledge Base Article is to demonstrate how to delete a completed Inspection. NOTE: The current permission for "Fire Inspections - Delete" stays the same. It’s used to delete scheduled and in-progress inspections, and it ...
Inspection Request from Community Connect Portal
Purpose The purpose of this KBA is to demonstrate what an Inspection Request will look like when requested from the Community Connect Portal. Related Articles How Community Connect High Hazard Users can request an Inspection Creating and Editing ...
Re-Open Completed Inspections
Purpose The purpose of this Knowledge Base Article is to demonstrate how to re-open a Completed Inspection and what actions can be performed. Video Instructions 1. Permission needed to re-open an Inspection. 2. Click on Inspections. 3. Click on ...
Mobile Food Vendor Inspections - Best Practice
Purpose The purpose of this Knowledge Base Article is to provide guidance on a best practice to manage mobile food vendors that operate in your jurisdiction. Video Instructions 1. Step 1: Check permissions that will be helpful in managing ...
Inspection Data Sharing
Purpose The purpose of this Knowledge Base Article is to demonstrate how to share and view in-progress and completed inspection for another First Due Client. The feature is active only in client accounts with data sharing active. Related Article User ...
Inspections List: Sending Inspection Reminder
Purpose The purpose of the Knowledge Base Article is to demonstrate how to send Inspection Reminders from the Inspections List and My Inspection pages. Important: To send the Inspection email reminder, the Inspection has to be scheduled and the ...
Adding and Updating Contacts and Adding Addendum in Previously Completed Inspections
Purpose To explain how add and update contacts and add addendums to previously completed inspections. Video Directions 1. Click on Inspections> Inspections List. 2. Select the eye to view a completed inspections report. 3. From here we can add and ...
Backdating Inspections
Purpose To explain how to back date a inspection. NOTE: The Permission "Inspection - Backdate" has the be enabled for the role that you desire to allow Inspections to be backdated in for this feature to work. Video Directions 1. Click on Inspections ...
Starting a Non-schedule Inspection
Purpose The purpose of this Knowledge Base Article is to demonstrate where in the First Due System a user can start a non-schedule inspection. Video Instructions 1. Inspections List - Step 1 From Inspections List, click on Start an Inspection. ...
Starting a Scheduled Inspection
Purpose The purpose of this Knowledge Base Article is to demonstrate the places where a user can start a Scheduled Inspection. NOTE: Filters can and should be applied that will not be reviewed in this Knowledge Base Article. Video Instructions 1. ...
Resuming an Inspection
Purpose To demonstrate how to resume an In Progress inspection. Video Instructions 1. Click on Inspections. 2. Click on Inspections List. 3. Click on Expand to expand advanced search. 4. Click on In Progress for Inspection Status. The user may desire ...
Inspections: "Ready for Review"
Purpose: To demonstrate the permissions and workflow of using the "Ready for Review" Inspection Status. Video Directions 1. Ensure "Ready for Review" is enabled as an inspection status. 2. Users without the "Complete Inspection" permission will be ...
Inspection List: Bulk Operations
Purpose: To demonstrate the bulk print and bulk delete functionality of the Inspection List. Video Directions 1. Click on the expand icon to view all list filters. 2. Filter the inspection list as desired. 3. Click on the column header check, or ...
Emailing Inspection, Permits, and Invoices together
Purpose To demonstrate how you can email Inspection, Permits, and Invoices together. Video Instructions 1. After completing an Inspection, linked Permits and Invoices can be sent out via email together with the Inspection report. 2. These are linked ...
Create Invoice When Recording an Inspection
Purpose To demonstrate how to create an Invoice while a user is recording the results of an Inspection. Video Instructions 1. Click on Inspections. Note: These next few steps will review the setting necessary to allow a user to generate an Invoice ...
Offline Inspections
Purpose To demonstrate the process of documenting an inspection while offline. The First Due Mobile App can be used for this process by accessing the Inspections List or My Inspections from the menu. NOTE: The Fire Inspection shortcut on the First ...
Inspections Map
Purpose To demonstrate navigating and using the Inspection Map Video Instructions 1. Click on Inspections. 2. Click on Inspections List. 3. As an alternative, click on My Inspections. Note that the only inspections on this page are those assigned to ...
Inspection Record - Reinspection
Purpose To demonstrate how to document a reinspection. Video Instructions 1. Click on Inspections. 2. Click on Inspections List. 3. It may be desirable to add advanced search filter such as "Is Reinspection" to locate the reinspection. 4. ...
Inspection Record - Schedule Reinspection
Purpose To demonstrate the process of scheduling a reinspection. Video Instructions 1. Dependent upon Inspection Settings, with any "Open Violations" (Checklist items with Fail or Citation selected), you may be required to schedule a reinspection. 2. ...
Inspection Record - Occupancy Section
Purpose To demonstrate entering data in to the Occupancy of an Inspection Record while recording an Inspection. Video Instructions 1. Click on Occupancy. 2. Click on Dashboard to view the Pre-plan Dashboard. 3. Pre-plan Dashboard dialog window. 4. ...
Inspection Record - Signatures
Purpose To demonstrate how to complete the Signatures section of an Inspection Record. Related Article Managing Inspection Contacts Video Instructions 1. Click on Signatures. 2. Click on Occupancy Contact Signature. 3. Click on pen to have the ...
Inspection Record - Pre-planning
Purpose To demonstrate how to update a pre-plan while recording an Inspection. Video Instructions 1. Click on Pre-planning. 2. Left Menu Includes Units, Hazmat's, Attachments, Layers, and Annotations. See pre-planning KBA's for more information. 3. ...
Inspection Record - Violations History
Purpose To demonstrate how to view the Violations History for an Occupancy when recording an Inspection. Video Instructions 1. Click on Violations History to view current violations. 2. Select violations status to view. 3. To search current ...
Inspection Report - Viewing, Printing, and Sending an Inspection Report
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. See ...
Inspection Record - Managing Permits
Purpose To demonstrate how to manage Permits when recording an Inspection Record. Video Instructions 1. Click on Permits. 2. Current and previous permits displayed. 3. Click on Expand to expand advanced search to filter the permits list if needed. 4. ...
Inspection Record - Ad Hoc Violations
Purpose To demonstrate how to add Ad Hoc Violations to an Inspection Checklist. An Ad-Hoc Violation is a feature to add a violation to the Checklist that is not contained within the current Checklist. Video Instructions Note: Ad-Hoc Violations must ...
Inspection Record - Completing the Checklist
Purpose To demonstrate how to complete a Checklist within an Inspection Record. Related Article Adding Standard Remarks to Codes Adding Ad Hoc Violations to a Checklist Video Instructions 1. Select Checklists and Checklist sections with Inspection ...
Inspection Record - Linking Invoices and Permits
Purpose To demonstrate how to link invoices and permits to an inspection record. Video Instructions Note: Any Invoices and Permits created while recording an Inspection are automatically linked to the Inspection. 1. Click on Link to link a Permit or ...
Inspection Record - Inspection Clock
Purpose To provide instructions on the Inspection Timer/Clock functions. Video Instructions 1. The Inspection Clock is activated by the Inspection Type with this slider. 2. Start Clock dialog window displayed when starting an Inspection. 3. Click on ...
Inspection Record - General Information
Purpose To review the general information fields while recording an inspection. Related Articles: Remote Video Conference for Inspection Inspection Timer/Clock Managing Inspection Contacts Inspection Record - Linking Invoices and Permits Video ...
Inspection Record - Managing Inspection Contacts
Purpose To review how to manage Inspection Contacts. Video Instructions 1. When recording an Inspection, Click on Contacts. Current contacts will be in the contacts list. Contacts are shared between Pre-Plans and Inspections. Note the contact ...
Navigating the Inspections List
Purpose The purpose of this Knowledge Base Article is to review the layout, perform operations, and how to use filters in the Inspections List. Related Articles Inspections Map Sending Inspection Reminder Offline Inspections Re-Open Completed ...
Conducting a Remote Video Inspection
Purpose To explain how to conduct a remote video inspection. NOTE: Remote video inspections are ideal for basic inspections, re-inspections, or anytime an inspector cannot make it onsite. Permissions The following permission must be enabled in order ...
Understanding the "Resolved" Status for Re-Inspections
Purpose To explain the the "Resolved" response for inspection checklist items. Background "Resolved" is a response that can ONLY be used during a follow up inspection or re-inspection. IMPORTANT: "Resolved" is intended to verify a previous issue ...