Capture Signatures on Inspections

Often times a city wants confirmation that the inspection an inspector has performed has occurred. Therefore, they can capture a signature when completing an inspection through the Attachments or Rel Docs panels on an inspection or case work activity.

EXAMPLE

Signatures may be captured when:

  • A city inspector performs a commercial building inspection and the inspector is asked to obtain a digital signature confirming that the inspection took place. The signature may be obtained from the contractor, developer, a worker/supervisor, etc. to confirm the inspection.
  • A code enforcement officer is asked to obtain a signature from the resident or business owner when an inspection for a code enforcement violation has been completed.

You can capture a signature from the Attachments panel on an inspection.

PREREQUISITES:

  • The Allow Signature check box must be selected on the inspection template. See Inspections in the Designer for 15.4 Guide for more information.
  1. Open an inspection and scroll to the Attachments panel.

  1. Enter the name or initials of the signer in the Signer Name field.
  2. Use the mouse or a finger to draw a signature of what was entered in the Signer Name field.

  1. Tap Save.

The signature is saved as an attachment.

When you view the signature, it shows the signer's typed name or initials, a description of the task, and the digital signature.

You can capture a signature from the Workflow panel on a case.

PREREQUISITES:

  • The Allow Signature check box must be selected on the task. See Add a Task in the PLL Admin for 15.4 Guide for more information.
  1. Open a case.
  2. Tap the edit icon to the right of the task.

The Task Edit panel appears.

  1. Tap Rel Docs.

  1. Enter the name or initials of the signer in the Signer Name field.
  2. Use the mouse or a finger to draw a signature of what was entered in the Signer Name field.

  1. Tap Save.

The signature is saved as an attachment.

When you view the signature, it shows the signer's typed name or initials, a description of the task, and the digital signature.

You can capture a signature directly to a task using Task Manager.

PREREQUISITES:

  • The Allow Signature check box must be selected on the task. See Add a Task in the PLL Admin for 15.4 Guide for more information.
  1. Open Task Manager.
  2. Tap Rel Docs.

  1. Enter the name or initials of the signer in the Signer Name field.
  2. Use the mouse or a finger to draw a signature of what was entered in the Signer Name field.

  1. Tap Save.

The signature is saved as an attachment.

When you view the signature, it shows the signer's typed name or initials, a description of the task, and the digital signature.