Inspections

Certain modules, like building, require inspections associated with the permit. Your agency can provide the ability for registered professionals or other registered public users, such as an owner, to view and schedule an inspection on their permit. This section provides questions to help you assess the inspection functionality for your ACA website. Follow the comprehensive list of tasks for a successful implementation.

Decide how to implement inspections

Before implementing the inspection feature in Citizen Access, review the list of decision making design considerations to ensure your configurations meet the requirements for your agency.

Note: For successful setup, use both this list of implementation decisions together with the checklist of core configurations as explained in Inspections.

  • Who have permission to schedule inspections?

    All ACA Users (including non-registered users), Registered Users, Record Creator, Contact, Owner and Licensed Professional

  • Do you want Civic Platform / Citizen Access to auto-assign inspections? Y/N

  • Do you want to auto-generate a new inspection upon canceling a scheduled inspection? If yes, define event scripts.

    • InspectionCancelBefore

    • InspectionCancelAfter

  • Inspection calendar setup.

    Does your agency want to allow public users to request or schedule inspections?

    Request an inspection am/pm block

    Schedule specific time slot. (For instance, 8:30-9:00)

  • Decision for the day-to-day considerations:

    If auto-assign is not enabled, who manages the inspection requests and assignments to inspectors?

Configure core inspection settings

To configure inspection settings for Citizen Access, it is critical that you pre-define inspections, inspection types, inspectors, and inspection calendars as explained in the “Inspection” and the “Calendar” chapters in the Accela Civic Platform Administrator Guide. This section has a comprehensive list of tasks that bring inspection functionality to public users online.

It is recommended best practice to implement the record creation functionality by using this checklist together with Inspections.

Follow the task list below to implement inspection functionality on your site

  1. Pre-configure inspections, inspection types, and items in Civic Platform.

    For configuration details, refer to “Establishing Inspection Types” in the “Inspections” section of the Accela Civic Platform Administrator Guide.

  2. Configure the inspection calendar. See Configure the inspection calendar.

    For configuration details, refer to “Manage Inspection calendars” in the “Calendars” section in the Accela Civic Platform Administrator Guide.

  3. Set inspection display configurations for modules on the Module Settings page. See Define inspections for a module.

  4. Define who can schedule inspections on the Module Settings page. See Inspections.

  5. Restrict inspection scheduling to ANY public users for certain inspection type when the record is of certain status. See Application status.

  6. Define inspection type security. See “Adding or Editing Inspection Type Security” in the “Security Policies” section of the Accela Civic Platform Administrator Guide.

  7. Define inspection scheduling options. See Inspection scheduling.

  8. Set inspection confirmation settings. See Customize inspection confirmation details.

  9. Customize web pages related to inspection functionality. For customization steps, see Web pages.

    • Customize the following web pages located in the Inspections folder in Pages area for a module.

      • Select Inspection Type

      • Inspection Date and Time

      • Inspection Location and Contact

      • Inspection Confirmation: Refer to for additional information.

      • Inspection Cancellation

      • Inspection Detail

    • Customize the Inspection section in the Record Detail page under the module Home folder in Pages area.

  10. If your agency have external inspectors such as contract inspectors or self-certified inspectors complete inspections, enable external inspectors to upload inspection results. See Enable external inspectors to upload inspections results .