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Inspection types: Main tab

The Main tab allows users to set up the general configuration settings of the inspection type such as statuses and correction levels. *Note: The configurable options on this tab are the same options that appear when creating a new inspection type.

Main tab options

  1. Enter the following information *Note: The Name, Department, Default Inspection Reason, and Default Re-Inspection Reason fields are the only required fields.:
    • Name: This required field is displayed on the list of inspections that are available to associate with a record in the selected module.
    • Description: Use this field to describe the inspection.
    • Inspection Report: Use this drop-down menu to select the appropriate inspection results report to be associated with this inspection type.
    • Active: Ensure this box is checked to allow inspections of this type to be associated with a record type or an existing record in the selected module, such as a Permit Type or a Permit.
    • Use Action Groups: Check this box to use action groups with this inspection. *Note: Action groups are set up through Lookup Values in the corresponding modules, such as Permitting or Code Enforcement, that the inspection is associated with.
    • Use Action Points: Check this box to allow inspectors to create inspections with a point system.
    • Auto Assign Inspector: Check this box to auto assign inspectors to inspections of this type. This feature will only work if users have been auto assigned to inspection areas. If multiple inspectors are assigned to the same inspection area, the inspector with the least amount of hours in their queue will be assigned to the inspection.
    • Web Requestable: Check this box to allow users to request this type of inspection from the Citizen Portal.
    • Department: Use this drop-down menu to select the department this inspection should be associated with.
    • Hours Per Inspection: Enter in the number of hours this inspection will take to complete. *Note: If your jurisdiction does not use hourly inspection limits, leave this field blank.
    • Default Inspection Reason: Use this drop-down menu to select the default reason for the initial inspection.
    • Default Re-Inspection Reason: Use this drop-down menu to select the default reason for any re-inspections requested for this inspection type.

  1. Statuses: List any statuses that should be available for this inspection type.
    1. Use the Status drop-down menu to select a status.
    2. Select the appropriate State to associate with the status in the drop-down menu.
    3. Check the Recalculate Expiration box if the expiration for the permit or license should be recalculated when the associated inspection moves to this status.
    4. Ensure the Active box is checked to allow this status to display on the inspection type.
    5. Click Add to display an additional row. Repeat this process to add any additional statuses. *Note: There must be a status listed for the Initial state and the Complete state.
    6. If you need to remove a status from the list, click the trash can icon ().

     

     

  2. Correction Levels: List any correction levels that should be available to associate with actions on this inspection type.
    1. Select the Correction Level in the drop-down menu.
    2. Click the Default radio button if this correction level should be the default for any corrections added to actions on this inspection type. *Note: You must have one default correction level selected.
    3. Ensure the Active box is checked to allow this correction level to display on the inspection type.
    4. Click Add to display an additional row. Repeat this process to add any additional correction levels.
    5. If you need to remove a correction from the list, click the trash can icon ().

     

     

  3. Click Save if any changes are made.