Recurring inspection tabs
Once you enter the initial recurring inspection type and relevant information, you will be taken to the full recurring inspection view. The recurring inspection type template determines the tabs that display and the order in which they display. There can be up to 13 tabs displayed for any given recurring inspection type, but five will always be visible: Main, Notes, Contacts, Inspections, and Intervals.
The Main tab displays an overview of the recurring inspection. This tab includes primary contact information and location information as well as any associated inspections.
The Notes tab compiles and displays all notes associated with any part of the recurring inspection interval. For example, all contact notes, submittal notes, and parcel notes will be displayed on this tab. You can add a variety of note types and each note can have any number of attachments.
The Contacts tab allows you to list anyone associated with this recurring inspection, such as the inspection contact or contractors. Contacts can be added from your existing database or you can add them as new contacts. On this tab, you can identify each contact's role and designate one contact as the primary contact for the recurring inspection. The Primary Contact for the recurring inspection will display on the Contacts tab as the Inspection Contact by default.
The Inspections tab allows you to keep track of any inspections associated with the recurring inspection interval. Depending on your jurisdiction's configuration, the Inspections tab may already be populated with inspections associated with this recurring inspection type, however additional inspections can be added if necessary.
The Intervals tab allows you to view the history of the inspection intervals for this recurring inspection. You can create new inspection intervals, cancel recurring inspections, and view all inspection intervals associated with the recurring inspection.
The Conditions tab allows users to associate standard and custom conditions to a specific recurring inspection interval. Conditions can be set up to automatically populate when a recurring inspection is created, or the conditions can be added to a recurring inspection interval as needed. Once a condition has been added to a recurring inspection interval, it will apply to any future intervals until manually removed.
The Details tab contains custom attribute fields defined by your jurisdiction to capture information specific to the recurring inspection type that was selected. These fields may be required or optional.
The Fees tab displays all fees that have been associated with the recurring inspection interval. You can pay for fees, as well as override, defer, mark exempt, and add new fees on this page
The Fixtures tab allows you to associate fixture types with a recurring inspection interval. Fixtures are items within a building such as sinks, HVAC units, or sprinklers, that need to be recorded for data collecting purposes. Some jurisdictions assess fees based on what fixtures are installed. Depending on your jurisdiction's configuration, the Fixtures tab may already be populated with fixture types based on the fixture classes added to the recurring inspection type. These fixture types can be removed and additional fixtures can be added, if needed, at a later time.
The Items tab allows you to associate item types and their relevant attributes to a recurring inspection. If an item is added to a recurring inspection interval, it will populate on any future intervals.
The Parcels tab allows you to view any parcels of land associated with the recurring inspection.
The Submittals tab allows you to add and manage any submittals needed to process a recurring inspection. Submittals are documents that may be required for processing and closing a recurring inspection. Depending on your jurisdiction's configuration, this tab may be populated with a list of submittals based on the recurring inspection type that was selected when the record was initially created. Additional submittals can be added if necessary.
The Workflow tab shows the steps required to process the recurring inspection interval to closure. Depending on your jurisdiction's configuration, this tab may already be populated with multiple workflow steps based on the recurring inspection type that was initially selected. However, additional workflow steps can be added.