Overview
When working on an application or drafting/renewing a permit, there may be a need to perform an inspection of the site that will be permitted. Applications and permits support creation of a special type of event called a "Site Inspection" event.
Using a site inspection event to plan an inspection provides a "shortcut" method for creating and scheduling an inspection, and it also provides a linkage between the corresponding application or permit and the inspection / evaluation record. Tracking these as events is useful to document activities that occurred during the processing of an application or permit. Also, when an evaluation is created as a site inspection event, the system provides navigation from the application or permit to the evaluation (via the event tab), and from the evaluation to the application or permit via the sidebar.
Adding a Site Inspection Event
Site inspection events are added from the events tab on the related functional area record (submission, permit, site, evaluation).
Creation of Evaluation
When a new event of type Site Inspection is saved, an Evaluation record is automatically created with the data and options specified on the New Event screen.
To add a new site inspection event:
- Navigate to the Events tab for the submission, permit, site or evaluation.
- Click Add Event.
- Click Add Site Inspection. The New Event Screen will display.
Controls
The following fields are available on the New Event page.
Field | Description |
|---|---|
| Evaluation Type | The type of evaluation to be created when the site inspection event is saved. |
| Evaluator | The user to be assigned to the evaluation created. |
| Scheduled Date | The scheduled date for the new evaluation created. |
| Evaluation Start Date | The date the evaluation started. This is required if "Set Evaluation to Complete" is checked. |
| Evaluation End Date | The last day of the evaluation. This is required if "Set Evaluation to Complete" is checked. |
| Comment | Free form comment / description related to the site inspection event. This text will populate the Comment field in the evaluation created. |
| Additional Evaluators | Additional evaluators to be added to the evaluation created. |
| Documents Control | This is a standard document upload control that is used to upload documents to the site inspection event. Documents uploaded will be added to the new evaluation created. The document upload control functions in the same fashion as the document control on the document tab. See document upload for more information. |
| Set Evaluation Status to Complete | |
| Copy Contacts | Checking this copies the contacts from the current record to the evaluation created. |
| Save | Clicking the Save button saves the event, and generates a new evaluation record based upon the event fields above. |
Linking an Existing Evaluation as a Site Inspection Event
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Accessing the Site Inspection Evaluation Record from the Event Tab
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