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Inspections Prerequisites
Before you set up inspections in Public Sector (formerly Public Sector Solutions), complete the prerequisites.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To edit page layouts: | Customize Application |
| To assign permission sets: | View Setup and Configuration AND Assign Permission Sets |
Configure Inspections-Related Page Layouts
-
Add useful related lists on the pages related to inspections. Use this table as a
guide.
Page Layout Related Lists Assessment Indicator Definition - Assessment Indicator Defined Value
- Regulatory Code Assessment Indicators
- Violation Type Assessment Indicators
Assessment Task - Inspection Assessment Indicator
- Files
- Notes
Assessment Task Definition - Assessment Indicator Definition
- Files
- Notes
Inspection Assessment Indicator - Assessment Indicator Value
- Files
- Regulatory Code Violations
Regulatory Code - Regulatory Code Assessment Indicators
- Regulatory Code Violations
Regulatory Code Violation - Regulatory Transaction Fees
- Violation Enforcement Actions
Violation Type - Regulatory Code Violations
- Violation Type Assessment Indicators
Note This is not an exhaustive list. You can always update page layouts later, when a particular related list is required. - Give inspectors the ability to add notes to visits and assessment tasks: On the visit page layout and on the assessment task page layout, add New Note to the Salesforce Mobile and Lightning Experience Actions list.
Assign Permissions
-
Assign these permission sets to anyone who configures regulatory codes, assessment
indicator and assessment task definitions, and other inspection entities.
- Public Sector Access OR Public Sector Field Access
- Industries Visit
-
Assign these permission sets to users who create, assign, or conduct inspections or
visits.
- Public Sector Access OR Public Sector Field Access
- Industries Visit
- Action Plans
Set Field Level Security for Regulatory Code Violations
Enable read and edit access on the Assessment Response and Assessment Context fields on the Regulatory Code Violation object. See Field Permissions.
(Optional) Set Up Hierarchical View
Give inspectors quick access to records that relate to the accounts, applications, or complaints that they’re investigating. Hierarchical View is a Lightning web component that provides a structured, cascading view of related records so that you don’t have to navigate through successive tabs. For example, set up the Hierarchical View component on business license applications or public complaints to see related visits, code violations, and enforcement actions.
See Give Reviewers a Unified View of a Business or Applicant’s Records.
After completing these tasks, configure regulatory codes, assessment indicators, inspection type and violation types, and other inspection entities. If you’re using Dynamic Assessments to conduct onsite inspections, set up inspections before you set up Dynamic Assessments.
