Contents x
    Weintraub: Assign and Approve Requested Inspections
    • 21 Nov 2024
    • 1 Minute to read
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Contents

    Weintraub: Assign and Approve Requested Inspections

    • Updated on 21 Nov 2024
    • 1 Minute to read
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    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

    Reschedule

    Click dropdown to Reschedule inspections

    8

    Refresh
    Click the refresh icon to update the requested list.

    9

    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.

    Reschedule Inspections

    • Select inspections you would like to reschedule

    • Click the arrow next to the Approve All button, then select Reschedule

    • Select reschedule date and click OK

    What's Next