Inspections (Triggering and Assigning an Inspection)

Facility Inspection Management

1. While viewing a Facility Application,
   Access Inspections from the sidebar.
   

2. View the Inspection that has been created by setting the Facility Application Status to Pending Inspection.
   Double-click to open the inspection record and take the next steps.

3. Because the inspection was created by updating the Facility Application status to Pending Inspection, a significant amount of information about the facility will appear in the inspection details and record information.

Creating Inspector Portal Access

Note: If the Inspector you're looking to assign to the inspection already has Portal User credentials and has been assigned as an Inspector, skip to the Inspector Assignment Section.

1. Access the Security Module.
   

2. Via the Menu, access the Portal Users section.
   

3. Add a new portal user.
   Provide: 
   -Username = Full Name
   -Email Address
   Save.
   

4. With the Portal User information saved, access the Workflow Module.
   

5. Search for Facility Inspector.
   Double-click to open the Facility Inspector entity.
   

6. Click Open Records
   

7. Create a new record (Add an Inspector)
   

8. Mark the Inspector as Active. (This will allow you to assign inspections to them)

9. Enter the information for the inspector.
   

10. Assign the Portal User to the Portal User profile already created.
    Save.

11. To create the portal user's access and trigger an email to the Inspector with a temporary password, click the Create Portal User button.
    

12. You'll then see banners for actions such as email notification to the Inspector's email address.
    

Inspector Assignment

1. Access the Facility Inspection record. (You'll need to reload the page)
   From the Inspection section, assign the Inspector for the inspection.
   
   Save.

2. Assign an Inspection Checklist.
   
   Save.
   Note: If you're looking to update or add inspection checklists:
   -Access the Workflow Module
   -Search for Inspection Checklists
   -Open Records
   -Update a checklist or add a new inspection checklists 
   

3. Within the Inspection Details section:
   -Enter or update an Inspection Date (Optional)
   
   Save.

Inspector Portal

1. The Inspector, once activated, will receive an email with a temporary password.
   This password can be used with their email address on record to access the Inspector Portal.
   

2. The inspector will log in with their email address on record and the email-provided temporary password.
   

3. If an inspection has been created but not assigned to a specified Inspector, it can be found in the Unassigned area.
   

4. If an inspection has been assigned to an Inspector, it will be found in the Assigned To Me area.
   

5. While viewing the inspection, the inspector can:
   -Send a Confirmation Email to the Facility.
   -View (Allows the Inspector to reschedule)
   -Report (Access and fill out the inspection report)
   -Schedule Inspection
   

6. Access the Report.

7. Complete the Checklist/Inspection Form.

8. Save Progress and/or Save

1. From the Inspection Record.
   Access the Facility Inspection Deficiencies to view areas marked Not Compliant.
   Double-click on a record to view details provided, such as notes from the inspector.

2. To view the results from the entire checklist, access the Facility Inspection Results section.