Inspections are typically required for Building Permits but may also be required for other permits. Inspections can also be created for a planning application, property, violation, complaint, or tenant record. In each case, the steps to create an inspection record are the same. For simplicity, the steps shown below relate to a building permit inspection.

Begin from the Permit Window of the permit that requires an inspection. In the Inspections tab of the permit, click the Plus button to create a new inspection record.

This opens a New Permit Inspection window. Add the inspection information to the General Info tab. There are two required data fields: Task Performed and Inspector.

The Task Performed data field is populated from a dropdown list. Additional inspection tasks can be added to the dropdown from the inspection tasks. See this article for details.

The Inspector data field is populated from a dropdown list. Additional inspectors can be added to the dropdown from the Employees Info list, as described in this article.

There are three date/time fields, and all are optional. Many users only use the Inspection Date field. This is the data field that is used to create the inspection schedule at Inspections > Schedule. If desired, all date/time fields can be used to capture more complete inspection data, as follows:

When done, click Save.

After the inspection has been performed, data, photos, and documents related to the inspection can be added. See this article for detailed information.

If a project failed an inspection, a re-inspection can be scheduled using the Copy to New Inspection feature. See this article for detailed instructions.

Inspection Schedule

Record Data from a Completed Inspection

Schedule a Re-Inspection from a Failed Inspection

Add New Inspection Tasks

Add New Inspectors