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Recurring inspections: Items tab

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.

Adding an item type

  1. Click the Add button.
    1. In the window that displays, begin typing or click the magnifying glass icon () and select the Item Name.
    2. If necessary, edit the Description.
    3. Select the Status of the item. This will automatically fill in the Status Date with the current date. Adjust this as necessary. *Note: These statuses are set up through the Recurring Inspection Lookup Values page.
    4. If the item type you selected has associated attributes, these will be listed in the Values section of the window. Any attribute with an asterisk (*) is required prior to saving.
    5. Click Save.
  2. Repeat this process to add any additional items.
  3. Click Save at the bottom of the page.

 

Managing items

  • To remove the item from the recurring inspection, click the trash can icon ().
  • Click the Item Type to change the status, status date, and attribute values. Click Save if any changes are made.
  • To view or add any notes associated with the item, click the sticky note icon ().