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            Create an Inspection Visit in Public Sector

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            Create an Inspection Visit in Public Sector

            Create visits with associated action plan templates, and assign visits to an inspector.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create visits, locations, and action plans for visits: Industries Visit OR Public Sector Access OR Public Sector Field Access

            Create a Location for a Visit

            Visits require a location, so first create a location for the site visit.

            Tip
            Tip Save time by creating a record-triggered flow that automatically creates a location when an account is created or updated. That way, you don’t have to manually create locations, and accounts and locations stay current and in sync.
            1. From the App Launcher, find and select Locations.
            2. Click New.
            3. Enter a location name.
            4. Select the location type.
            5. In Visitor Address, search for and select or add the address based on locations or accounts.
            6. Save your work.

            Create a Visit

            Create visits for inspectors from a related list on the license application or public complaint record page, or from a Visits list view page.

            1. In the Inspection Management app, go to the license application record related to the inspection.
            2. On the Visits related list, click New.
            3. For Place, select the location or address for the inspector to visit. If necessary, create a location.
            4. Select the visit priority and account.
            5. For Parent Visit, select a previous visit related to this visit.
            6. For Context, select an application or a complaint.
            7. For Visit Type, search for and select an inspection type.
            8. Specify the planned start and end times for the visit.
            9. Provide any special instructions to the inspector.
            10. For Visitor, select People and then select the name of the inspector that you want to assign for this visit.
            11. Save your changes.

            Create a Visited Party

            Create visited parties to track the contact persons at the account being visited.

            1. From the App Launcher, find and select Visited Parties.
            2. Click New.
            3. Enter a visited party name.
            4. Select the contact for the visited party.
            5. Select the associated visit for which you are adding a visited party.
            6. If this contact is the main point-of-contact for the visited party, select Is Primary Contact.
              Each visited party can have only one primary contact per visit.
            7. Save your work.

            Relate an Action Plan Template to a Visit

            Relate an inspection action plan template to a specific inspection visit.

            1. On a visit record page, on the Action Plans component, click New Plan.
            2. Enter a name.
            3. Search for and select the published action plan template that you want to assign to the visit.
            4. Click Next.
            5. Select the tasks that you want to add to the inspection.
            6. Save your changes.
              Inspection assessment indicator records are created for the inspection.

            Now that you've created a visit, add it to an inspector's calendar. For instructions, see Events and Calendars. Select the visit record in the Related To field of the event.

             
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