Route Sheets for inspections

A route sheet helps inspectors organize inspections by minimizing the time and distance that they travel. Contact your agency administrator to enable this feature.

To organize a route sheet

1. From the Inspections page, select Route sheet.

2. Select the relevant department from the Department list.

3. Select an inspector from the Inspector list. Select Current user to populate the field with your user name.

4. Define the date range for the scheduled inspections in the From and To fields.

5. Select Filter.

6. Select the date for which you want to route inspections.

7. Optimize your inspection route.

   Note: You can use Accela GIS, or you can use a third party optimizer, if your agency has configured one.

   • To use Accela GIS:

     1. Review the inspection list and update inspection details. For field definitions, see Inspection route sheet fields.

     2. Enter a value in the Order field to determine the inspection order, if needed.

     3. Select Show route map. Re-route the inspection list using Accela GIS functions.

        Note: If inspections are in numerical order, Accela GIS displays the inspection route in assigned order. If some but not all inspections are in numerical order, Accela GIS displays the inspection route in the assigned order. Inspections without an assigned numerical order display as individual markers. If none of the inspections are in numerical order, Accela GIS optimizes the inspection route by distance and displays the route.

     4. Use the Accela GIS Actions menu to route the inspection.

        Example: Use the Optimized by distance map command to route inspections for minimal travel distance. Use the Optimized by time map command to route inspections for minimal travel time.

     5. Use the Send items order map command to send the route list to Civic Platform.

        Civic Platform updates the route list.

   • To use a third-party optimizer:

     Note: To use this feature, your agency must integrate a third-party route optimizer with Civic Platform. Contact your agency administrator for help.

     1. Select Order by, then select an option from the menu. Options include Public transit, Walking, Driving, and Show locations on map.

        If you select Show locations on map, Civic Platform launches the map viewer and plots the inspections on the map.

8. Select Save.

Access a checklist item from the inspection documents page

You can access a checklist item from the Documents tab on an inspection record.

To access a checklist item from the Inspection Documents page

1. Find the inspection you are working on with one of the following approaches:

   • Go to the record open the application. In the Inspections tab, select the link to the inspection you want.

   • Go to the Inspection page. In theInspection type column, select the link to the inspection you want.

2. Select the Documents tab.

3. Select the link to the desired checklist item.

4. Update fields as needed.

5. Select History to view a history actions for the checklist item.

See also

• Checklists and route sheets
• Inspections