Inspection calendars
Inspection calendars allow you to schedule, view, reschedule, cancel, assign, and update inspections. The following sections explain different aspects of inspection calendars.
Inspection calendar tabs
You can use the primary tabs for an inspection calendar on the Calendar list page to view and modify calendar details. The inspection calendar tabs are located on each individual inspection calendar in the Calendar page. To access these tabs, open the Calendar page and select the calendar you want to view.
Some of the inspection calendar tabs that may be available are:
| Tab | Description |
|---|---|
| Schedule |
The Schedule tab displays the inspection calendar for the current date. You can use the scroll bar beneath the calendar to view future days or past days. To see the weekly view, select the calendar icon next to the current date. The inspector calendar highlights the hour block during which an inspection is to occur. For example, if an inspection is to happen at 9:15 am, then Civic Platform highlights the 9:00 am -10:00 am hour block. When you select an inspection from the inspector workload calendar, then the inspection detail displays in the Edit Inspection page. You can edit inspection detail, checklists, and conditions in the Edit Inspection page. For more information, see Inspection calendars. |
| Inspections |
The Inspections tab displays scheduled inspections associated with the selected calendar. You can filter inspection data by using the Show drop-down list. You can edit inspection details, checklists, and conditions in the Edit Inspection page after Civic Platform displays them. For more information about the Edit Inspection portlet, see Inspection calendars. |
| Daily, weekly, monthly |
The Daily tab displays inspections scheduled for the current day. The Weekly tab provides a weekly view of scheduled inspections and time blocks. The Monthly tab provides a monthly view of scheduled inspections and time blocks. You can filter the list of inspections on either the Weekly or the Monthly tab using the Show list. |
The manage inspections menu
The Manage inspection menu appears on the menu bar of the Inspections tab and provides you with a list of actions that you can perform on one or more inspections. You can access this menu when you open the Calendar page, select the calendar you want to view, and select the Inspections tab.
Some of the possible options on the Manage inspection menu are:
| Option | Description |
|---|---|
| Schedule inspections |
When you schedule an inspection, you define the type of inspection, who the inspector is, and the date and time that the inspection is to occur. You can also define the scheduling order if you are scheduling multiple inspections for the same inspector. For example, a building permit application might require exterior inspections and interior inspections, as well as a final inspection. You can define the order in which these inspections proceed. |
| Reschedule inspections |
You can reschedule both scheduled and pending inspections as needed to accommodate inspector schedules and inspector workloads. Some agencies configure Civic Platform to create a new inspection record instead of updating the original inspection record when you reschedule an inspection. Contact your agency administrator to discuss how your agency handles rescheduling. |
| Result inspections |
After an inspection is complete, you can enter the inspection results from the Inspection tab. You can enter inspection results at any time, regardless of an inspection’s status. After the inspection is complete, the inspector can enter the inspection results without first changing the inspection status. When the inspector enters the inspection results, the values entered in the Inspection Date and Inspection Time fields automatically populate the Result Date and Result Time fields. |
| Cancel inspections |
You can cancel a scheduled or pending inspection as necessary. Canceled inspections remain in the list page and remain associated with the record, which enables you to reschedule the inspection at a later date. If you do not want a canceled inspection to display in the list page, you can delete it. |
Delete
an inspection
You can delete an inspection from an application. When you delete an inspection, Civic Platform permanently removes the inspection record. Canceling an inspection allows you to remove an inspection, but it does not remove the inspection from Civic Platform.
To delete an inspection, select the check box next to the inspection to delete and select Delete.
Modify
a scheduled, rescheduled, or pending inspection
You can modify inspection details for inspections with a status of scheduled, rescheduled, or pending. This allows you to accommodate any unexpected changes that affect inspection details up until the inspection occurs. For example, if an inspector scheduled to conduct a series of storm drain inspections is unexpectedly out of the office, you can reassign the scheduled inspections to another inspector or reschedule the inspections for a later date.
To modify a scheduled, rescheduled, or pending inspection
-
Open the Calendar page and select the calendar you want to view.
-
Select the Inspections tab.
-
Select the inspection(s) you want to schedule, reschedule, or cancel.
-
Select the action from the Manage inspection button from the toolbar.
-
Select the inspection type in the inspection list.
-
Modify the necessary inspection details. For a complete list of inspection detail fields, see Calendar (and related) fields.
-
Select Submit.
Based on the changes you make, Civic Platform displays a confirmation message indicating the inspection status.
Pending inspections
Pending inspections offer a projection, for both an agency and an applicant, of the inspections that must occur before an application moves forward. When you add a pending inspection to an application that belongs to an inspection flow or inspection milestone process, Civic Platform displays an icon that indicates the status of the inspection.
If your agency uses inspection flow or inspection milestone functionality, you can only schedule pending inspections in the sequence as defined within the inspection flow or inspection milestone order. If Civic Platform associates an inspection type with an application, and the inspection that precedes it in the inspection flow (or milestone process) is unscheduled, then the inspection type is grayed out. You cannot schedule it until you schedule the preceding inspection.
Your agency administrator can configure Civic Platform so that supervisors can schedule any inspection at any time, regardless of its order within an inspection flow or a milestone process.
Accela Mobile and Citizen Access users can also request inspections. For example, a public user without inspection scheduling privileges can set up a pending inspection. After the user adds a pending inspection, Civic Platform notifies agency users with inspection scheduling privileges so that they can schedule the inspection.
You can use the Pending Inspections page to add inspections that are outside of the default inspection group to an application. This alternate method allows you to add and schedule any necessary special circumstance inspections after an application’s initial submission.
You can schedule, reschedule, or cancel pending inspections. When you cancel an inspection, Civic Platform removes it from the application.
See also