Inspections in Public Sector

Note Public Sector Solutions is now Agentforce Public Sector. You may see references to Public Sector Solutions in Salesforce applications and documentation.

Use inspections to evaluate regulatory compliance, such as whether a business meets fire or heath and safety regulations. During an onsite visit, inspectors or compliance officers ask a fixed set of questions to verify that the site or business conforms to regulatory codes and required safety measures. Checklists and action plans guide them through assessment questions and tasks on their visit. Based on their observations, inspectors record violations and violation enforcement actions.

Inspections are best suited for straightforward compliance evaluations or assessments that use a list of questions that don’t need conditional logic or edits. For more complex evaluations, set up and use Dynamic Assessments. See Dynamic Assessments in Public Sector. While you can migrate Dynamic Assessments between orgs, you need to recreate the inspection setup manually in the target org.

	Dive deeper into Salesforce Help. Licensing and Permitting Manage Complaints Investigative Case Management CRM Analytics for Public Sector Solutions
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• Inspections Setup
  Configure inspections for onsite visits to check for regulatory code compliance, record results, and create violations.
• Conduct Inspections in Public Sector
  Conduct inspections by using the Inspection Management desktop or mobile app.
• Conduct a Dynamic Assessment for an Inspection
  Complete accurate, consistent, and complex evaluations for regulatory inspections by using a Dynamic Assessment.
• Manage Complaints in Public Sector
  Review public complaints related to inspections and assessments, see their supporting documents, and schedule a visit to investigate the concern.