Schedule an Inspection

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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 case must have inspections/tasks added to the workflow. For more information on adding tasks to the workflow, see Add a Workflow Task.
A case's status may need to be a specific status in order to schedule inspections. Ask your administrator if a case must have a specific status in order to schedule inspections. If you have administrator rights, see the Status Codes section of the PLL Admin for 15.3 Guide for more information.

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

From the Inspection Request Panel

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

TIP: For a quick start guide on this subject, see Make an Inspection Request in PLL on MyCityworks.

This will open a new tab in the browser and display the Add: Inspection Request panel.

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

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

Select the inspection(s) and click Submit.

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

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

For an explanation of the Inspection Request panel fields, see Inspection Request Panel Fields.

Using the Schedule/Add Inspection Icon

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

TIP: For a quick start guide on this subject, see Make an Inspection Request in PLL on MyCityworks.

This will open a new tab in the browser and display the Add: Inspection Request panel.

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

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

Select the inspection(s) and click Submit.

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

A clock will appear next to the inspection in the Workflow panel once the request has been made.

Using the Calendar

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

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

This will open a new tab in the browser and display the calendar panel.

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

NOTE: If you select multiple inspectors at the same time, this will cause the calendar to divide into columns and allow 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.

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

Click Close.

A clock will appear next to the inspection in the Workflow panel once the request has been made.

Last updated 4/13/2020.