Creating a new permit file, with optional steps to generate a report, certificate, or
reinspection.
- Navigate to the dashboard.
- Search for the property.
- On the property page, click Add new permit file.
- Click Choose a unit on this property (if there isn't a unit, choose PRIMARY) or add a
new one.
- Click select a permit file type. Types are set up during onboarding — usually rental or
property transfer. The permit file type holds the certificate types.
- Add the origination category (also set up with admin), such as "application received" —
what action prompted the permit. This is recorded as an event.
- Click Create new permit file and go to profile.
- The permit file holds the inspection, certificate, events, etc. The origination event is
viewable under Events.
- Click New inspection to start an inspection.
- Click Edit checklist — checklists can be set up with the admin (see checklist
instructions).
- Click the checklist you are using.
- Click Update inspection to use selected checklist.
- Enter any inspection-related data. Click Dispatch to mobile if sending to the app.
- Click Create new inspection.
- Click Start inspection!
- Select the spaces set up on the checklist.
- Click Inspect selected space.
- Click Table view & batch actions (tree view is not currently recommended).
- Enter the status of the violation.
- Click Choose a batch status if batching all — use batch status first, then change any
individual items as needed.
- Add a finding in the text box; canned findings can be set up and stored.
- Click Save and continue to photos.
- Click Done! Back to inspection profile.
- Click Add Photos.
- Click Choose.
- Click Upload.
- Select the uploaded photo.
- Click Inspect! (edit ordinances, pass/viol, photos and findings, remove space).
- Click Photos and findings.
- Click Add/remove photos.
- Click Attach to checklist item.
- Click Done! Return to space summary.
- Click Done! Back to inspection profile.
- Click Finalize inspection.
- Click Choose a determination.
- Click Violations identified (Fail) (or the appropriate determination).
- Click Finalize inspection ID [n].
- If you would like a follow-up event on the calendar, add the number of days, then click
Finalize and lock.
Note: A certificate can be created after the inspection is complete.
- Click Create new certificate w/steps.
Note: An inspection report can also be created.
- Click Build Inspection report.
- Click Generate Inspection Report in new tab — the report opens in a new tab; use
Ctrl+P to print.
Note: A reinspection can be created after an inspection.
- Click Reinspect.
- Click to dispatch.
- Click Generate follow-up inspection.
- Confirm "Dispatched to mobile application" — the reinspection has been dispatched.