Access: City Regulators
Overview: The basics on creating, managing and sending inspections.
- Creating an Inspection
- Opening a Draft Inspection
- Reopening a Closed Inspection
- Deleting an Inspection
- Sorting Inspections
- Printing and Saving Inspections
- Emailing an Inspection
A handy video introduction to Inspections can viewed in the knowledge base article Introduction to Inspections (Video).
Creating an Inspection
First navigate to the 'Establishments' tab, search for your chosen establishment, and select the 'New Inspection' tab on their profile.
To begin a new, unscheduled inspection, navigate down to the 'Begin New Inspection' section.
To complete a scheduled inspection, follow the advice in the knowledge base article Scheduling Inspections.
Choose an inspection template. Note: Inspection templates can be created and changed in Account > Settings > Inspections > Templates, as covered in the video in Inspections Section Overview.
Choose the ‘Inspected on’ date. This usually happens in ‘real time’, but it may also be a date in the past if entering historical inspections, or the future if scheduling inspections.
Click Choose files to attach a photo from the inspection, or take a photo using a mobile device.
You may save the inspection at any time without completing all required questions and come back to it later. Click Save to save the inspection as a draft, or Close to close the inspection.
Opening a Draft Inspection
Once an inspection has been started and saved, it will appear as a ‘Draft’ within the activity feed on the establishment's page. Click the blue text with the template name to open it. Now you may finish all required questions or review the inspection, and close it. In order to close an inspection, all required questions must be answered and the Compliance status must be chosen. The questions that are required can be edited under Settings.
Reopening a Closed Inspection
If an inspection is closed but further adjustments are needed, select the inspection from the establishment's feed, scroll to the bottom of the inspection, and click the blue text Open. Confirm you would like to open the inspection, make any necessary changes, and click Close again. You'll be prompted to record any change notes. If you'd like to, enter them and click Submit, or click Decline.
Deleting an Inspection
If an inspection is closed but needs to be deleted (i.e. it's a duplicate, errors were made, etc.) it must be reopened following the steps above, then select the trash can icon in the top right corner to delete it.
Select the ‘Inspections’ tab from the top navigation bar to view a list of all inspections.
They may be sorted alphabetically or by date by clicking on one of the blue columns, which include:
Scheduled Inspection Date
Printing and Saving Inspections
Once an inspection is closed it may be saved as a PDF. Select the printer icon at the top of the inspection report and follow the prompt to save file locally. Then you may print or share.
Emailing an Inspection
Once an inspection is closed it may be emailed directly to multiple contacts.
Select the mail icon at the top of the inspection report and a modal will pop up to select contacts. This defaults to all contacts on the account, and these may be deleted by pressing the backspace or delete key, or new contacts may be added by typing their name and selecting the correct contact. Once you've chosen the contacts you'd like to send the inspection to, click Send.