Once you receive a New Inspection or Confirm an Inspection, you will have to assign an Oversight Office, Inspection Executor, and Inspector. Then, you will have to release the Inspection for the Inspector to receive it on their mobile device. Only then the Inspector will be able to start the Inspection.
Follow these steps to learn how to assign an Oversight Office, Inspection Executor, and Inspector to your Inspection:
Not sure what these terms mean? Click here to learn more!
Remember: You can only assign an Oversight Office, Inspection Executor, and Inspector to New or Confirmed Inspections.
Step 1: From your Dashboard, hover over Inspections. Then, click on Inspections to go to the Inspection Management page.
Step 2: Click on the relevant Inspection ID. Use the filters and the search bar to find the Inspection Case you are looking for.
Step 3: On the Inspection Details page, you will have the option to assign an Oversight Office, Inspection Executor, and Inspector.
Step 4: Click on Assign next to Oversight Office, select the Oversight Office, and then click on Assign.
Step 5: Click on Assign next to Inspection Executor (you will be able to search for your Sub-organizations and Associated organizations), select the Inspection Executor, and then click on Assign.
Step 6: Click on Assign next to Assigned Inspector, select the Inspector, and then click on Assign.
Please note: You can give your Inspector the option to split this Inspection on their mobile device by ticking the box at the end of the pop-up window.
To release an Inspection, follow the instruction below:
When you have assigned the Inspection to an Inspector and organization, the next step is to release the Inspection.
An Inspection with a Released status means the Inspector will receive a notification with the details of the Inspection. An Inspection with a Released status cannot be edited.
Step 1: From the Inspection Details page, click on Release (you will only be able to release this Inspection after assigning an Inspector).
Alternatively, you can select the Inspection from the Inspection Management page and then click on Release.
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