Overview

Most Permit applications have a field in which the Inspection Type must be specified. This is the page in which you define the various Inspection Types. When a building permit application is being created, either internally (by municipal staff) or externally (by customers and other types of clients using the the PSDCitywide PortalThe PSDCitywide Portal is an online customer-facing application used to submit Permitting applications. See the PSDCitywide Portal User Guide for details.), the Inspection types created here will appear in a drop-down list attached to the Inspection Type field.

Inspection Types accessibility: Home 🢡 Permitting 🢡 Building Permits 🢡 Manage 🢡 Inspection Types

Add an Inspection Type

1. Click on  +Add  ❶. The New Inspection Type dialog box appears:
   
2. Enter a Name ❷ for the Inspection Type.
3. Ensure the Active ❸ flag is set to Yes. If set to No, the fee will not be available when creating new permits. “No” might be the setting for a new field to be used some time in the future, or it could be the setting for an existing field that is no longer used (but not deleted, so that data pertaining to it is retained in the system).
4. Set the Estimated Completion Time (how long the inspection is expected to take) ❹ in hours or minutes.
5. Select Yes if the Tasks associated with the inspection are to be Enforced ❺; No if enforcement is not required. (See the discussion below on Inspection Tasks.)
6. Click  Add  ❻.

Edit an Inspection Type

1. Click on the Edit tool  ❼. The Edit Field dialog box will appear with the above fields.
2. Make the required changes.
3. Click on Edit.

Delete an Inspection Type

1. Click on the Delete tool  ❽.When prompted, click on Remove.

Set the Inspection Type Position

Various types of inspections are more common that others. Consequently, it makes sense to position the most common types at the top of the list and the remained ones to follow accordingly. To reposition an Inspection Type:

1. Click on the row for the inspection type to be repositioned.
2. Use the up/down arrows ❾ to move the selected inspection type either up or down the list. The Position number associated with it will change as it is moved.

View/Set the Inspection Type Tasks and Other Details

Clicking on an Inspection Type Name ❿ will open the following screen:

It includes the basic information already entered above pertaining to the Inspection Type ❶ (in this case "Deck Inspections"), as well as a section in which a list of Inspection Tasks ❷ associated with the Inspection Type are enumerated. These are the tasks that can be Enforced ❸ (meaning an inspection must involve all of them) or not.

Add a New Task

1. Click on  +New Task  ❹. The New Task dialog box appears:
   
2. Provide a Name ❺ for the Task.
3. Click  Add  ❻.

Delete a New Task

Click on the Delete icon  to delete the task.

Adding Additional Inspection Information

Attaching Files

Numerous attachments can be added to an Inspection Type record. These could involve municipal bylaw information, procedural steps in performing an inspection, various technical data sheets, etc.

Add an Attachment

1. Click on Attached Files ❶. The current list (if any) of attached files appears on the screen, any one of which can be edited or deleted by clicking on the corresponding icon ❷.
2. Click on  +New File  ❸. The Add Files dialog box appears:
   
3. Either drag & drop or select files(s) ❺ to be added.
4. Optionally, provide a Description for each added file ❻.
5. Click  Upload File  ❼.
6. Click Save ❽. 

Predefined Comments

Comments can be added to an Inspection Type. These may be helpful suggestions from colleagues, alerts from management, etc.

Add a Comment

1. Click on Predefined Comments ❶. The current list (if any) of Comments appears on the screen.
   
2. Click  +New Comment  ❷. The Add Comment dialog box appears:
   
3. The current Date and Time appear in their respective fields, but they can be changed by clicking on the icons within each of the fields ❸.
4. The Added By ❹ field contains your Citywide login name. It cannot be changed; that is, you cannot attribute a comment you are writing to someone else.
5. Enter Comments ❺.
6. Click  Add  ❻.
7. Click Save ❼.  

Other Menu Options

Inspections

Clicking on Inspections ❶ will show the number of inspections for the selected Inspection Type in the system, as well as the list corresponding to that number. The relevant details appear under each of the columns.

Clicking on the Inspection # link ❷ will open the Inspection record.

Clicking on the Permit # link ❸ will open the Permit record.

Log

Clicking on the Log ❶ option produces a log of all changes made to the Inspection Type spanning the date the Inspection Type was created ❷ to the Last Update ❸.