Schedule An Inspection

Inspections may only be scheduled when the corresponding task becomes available in the workflow and when the case status for the case is configured to allow inspections to be scheduled.

PREREQUISITES:

  • A task type of Inspection needs to be available. See Complete a Task to mark tasks as complete and make the next tasks available.
  • A case's status may need to be a specific status in order to schedule inspections; ask your administrator for more details. If you have administrator rights, see Configure Required Items on a Case Template in the PLL Admin Office Companion 23 Guide for more information.

There are different ways to schedule an inspection. Complete one of the following:

  1. Click Add record on the Inspection Request panel to open the Add: Inspection Request panel.

TIP: See Make an Inspection Request on MyCityworks for a quick start guide on this subject.

This opens a new tab in the browser and displays the Add: Inspection Request panel.

  1. Select the case and fill out the inspection request details, such as who requested the inspection, a phone number, or any comments.
  2. Click Select Inspection.

The inspections that appear in the list depend on whether Available Inspections, Defined Inspections, or All Inspections is selected.

  1. Select the inspection(s) and click Submit.

  1. Select an inspector using the Lookup icon.
  2. Set the date and time of the inspection.
  3. Click Schedule Inspection.

The Inspection Request panel refreshes and shows the inspection that was added.

See Inspection Request Panel Fields for an explanation of the Inspection Request panel fields.

  1. On the Workflow panel, click Schedule/Add Inspection.

TIP: See Make an Inspection Request on MyCityworks for a quick start guide on this subject.

This opens a new tab in the browser and displays the Add: Inspection Request panel.

  1. Select the case and fill out the details in the Add: Inspection Request panel.
  2. Click Select Inspection.

The inspections that appear in the list depend on whether Available Inspections, Defined Inspections, or All Inspections is selected.

  1. Select the inspection(s) and click Submit.

  1. Select an inspector using the Lookup icon.
  2. Set the date and time of the inspection.
  3. Click Schedule Inspection.

A clock displays next to the inspection in the Workflow panel when an inspection is scheduled. Select to cancel the inspection.

Using the calendar to schedule inspections according to the inspector's schedule.

  1. On the Workflow panel, click Schedule Inspection(s) using Calendar.

This opens a new tab in the browser and displays the calendar panel.

  1. Select the check box next to the appropriate inspector in the upper-left column of the panel.

NOTE: If you select multiple inspectors at the same time, this causes the calendar to divide into columns and allows you to compare inspectors' schedules.

The inspections that appear in the list under Task Code depend on whether Available Inspections, Defined Inspections, or All Inspections is selected.

  1. Select the inspection and drag it to the appropriate day (column) and time slot (row) on the inspector's calendar.

  1. Click Close.

A clock displays next to the inspection in the Workflow panel once the request is made.