Weintraub: Assign and Approve Requested Inspections
  • 10 Sep 2024
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Weintraub: Assign and Approve Requested Inspections

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Article summary

❕ For Weintraub Staff

This article outlines processes that are only relevant to Weintraub staff.

How to navigate to Requested Inspections

  • In the left navigation, click Inspections, then select the Requested tab

About the Requested Tab

1

Requested Date
Click the calendar icon to view requests by a different date

2

Inspector/Community View
Switch between Inspector View and Community View based on your assigning and approving preferences.

3

All, Private Party, Third Party Inspections

Switch between requests of All Inspections, Private Party Inspections, and Third Party Inspections based on your approving preferences.

4

Search
Quickly search requested inspections by community name, inspection, address, inspector, requestor, and more.

5

Assign
Select a group of inspections or one inspection, then click Assign to assign to an inspector

6

Approve All
Select Approve All to assign and schedule all inspections for the selected date.

7

Refresh
Click the refresh icon to update the requested list.

8

Multiple Office Mode
Switch to Multiple Office Mode to view Scheduled, Requested, or Completed inspections across multiple offices.

View Inspection Details in Grid

  1. Expand/collapse to see inspection details

  2. View the name of the inspection requestor

  3. Hover over the chat icon to see notes left by the requestor

  4. Click the permit number to view the permit

  5. Select the checkbox in front of the inspection, community, or inspector to assign to an inspector

Assign Inspections

  • Select an inspector, community, or inspection(s), then click Assign

Approve All Inspections

  • After you have reviewed the requests and have assigned the appropriate inspectors, click Approve All to finalize the schedule for the selected date:

  • You will get a confirmation with the number of inspections you are approving, for how many inspectors and for which scheduled date. To approve the schedule, type “Approve” in the confirmation field. Then click OK.