Transfer inspections

You can transfer all of an individual’s inspection assignments at one time either to another individual, or to multiple individuals (using auto-assign functionality). When you transfer inspection assignments using auto-assign, Civic Platform checks the calendars of potential recipients and then makes assignments that do not conflict with existing assignments. Civic Platform then generates an alert that lists any inspection assignments that remain unassigned because of calendar conflicts. You can open the alert message and access the affected inspection records, and manually reassign the inspections.

To transfer an individual’s inspection assignments

1. Access either the Inspections page or the Inspection tab on the Record detail page, the Calendar page, or the My tasks page, depending on which view you want.

2. Do one of the following:

   • To transfer inspections from a single individual to another individual:

     1. Do not select any inspection events.

     2. Hover over the Manage inspections button and select Transfer inspections.

     3. Use the top two fields to select the department and name of the individual you want to transfer inspection assignments from.

     4. Use the bottom two fields to select the department and name of the individual you want to transfer inspection assignments to.

     5. Select Submit.

        Note: If there are any scheduling time conflicts, you can check the Alerts page for links to the inspections with conflicting times, and manually reschedule those inspections.

   • To transfer inspections from a single individual to multiple individuals using auto-assign:

     1. Do not select any inspection events.

     2. Hover over the Manage inspections button and select Transfer inspections.

     3. Use the top two fields to select the department and name of the individual you want to transfer inspection assignments from.

     4. Leave the bottom two fields blank.

     5. Select Auto assigned to appropriate inspector.

     6. Select Submit.

        Note: Civic Platform transfers all open inspections to new inspectors using auto-assign functionality. If Civic Platform encounters inspections that it cannot transfer due scheduling time conflicts, you can check the Alerts page for links to the inspections with conflicting times, and manually reschedule those inspections.

You can use the transfer form to quickly and easily clear all of the inspections in an individual’s queue, moving them to the unassigned queue.

To remove all of an individual’s inspection assignments

1. Access either the Inspections page or the Inspection tab on the Record detail page, the Calendar page, or the My tasks page, depending on which view you want.

2. Hover over the Manage inspections button and select Transfer inspections.

3. Use the top two fields to select the department and name of the individual you want to transfer inspection assignments from.

4. Leave the bottom two fields blank.

5. Clear the Auto assigned to appropriate inspector option.

6. Select Submit.

   Note: Civic Platform displays a warning that you did not select a destination and that Civic Platform will change all assigned inspections for the named individual to an unassigned status.

7. Select OK.

You can transfer inspections assigned to multiple inspectors either to a single individual or to multiple inspectors using auto-assign functionality. You can only transfer scheduled inspections.

To transfer inspections assigned to multiple inspectors

1. Access either the Inspections page or the Inspection tab on the Record detail page, the Calendar page, or the My tasks page, depending on which view you want.

2. From the list of inspections, select the inspections you want to transfer. You can only transfer scheduled inspections (Status = Scheduled) or resulted inspections that are not yet completed.

3. Hover over the Manage inspections button and select Transfer inspections.

4. Do one of the following:

   • Transfer the selected inspection events to a single individual.

     1. Choose the department, then the staff member to whom you want to transfer the inspection events.

     2. Select Submit.

   • Transfer the selected inspection events to multiple individuals using auto-assign.

     1. Leave the Department and Staff fields blank.

     2. Select the Auto assigned to appropriate inspector option.

     3. Select Submit.

You can use the transfer form to quickly and easily move multiple selected inspections to the unassigned queue so that they can be reassigned.

To unassign multiple inspections

1. Access either the Inspections page or the Inspection tab on the Record detail page, the Calendar page, or the My tasks page, depending on which view you want.

2. From the list of inspections, select the inspections you want to unassign.

3. Hover over the Manage inspections button and select Transfer inspections.

4. Leave the two fields blank and clear the Auto assigned to appropriate inspector option.

5. Select Submit.

   Note: Civic Platform warns that you did not select a destination and that Civic Platform will change all assigned inspections for the named individual to an unassigned status.

6. Select OK to proceed.