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Inspections Setup
Configure inspections for onsite visits to check for regulatory code compliance, record results, and create violations.
Required Editions
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- Inspections Prerequisites
Before you set up inspections in Public Sector Solutions, complete the prerequisites. - Create Regulatory Code Records
Define regulatory codes, or sets of rules that are required to ensure safety and quality for the issuance of certain licenses and permits, in Public Sector Solutions. - Create Assessment Indicator Definitions
Define the conditions that inspectors evaluate to ensure code compliance. - Create Assessment Task Definitions
Group assessment indicator definitions into assessment task definitions for inspectors to use during a site visit. - Configure an Assessment Question Status to Automatically Create a Violation
Configure the Fail picklist value on the Assessment Question Status field to automatically create a regulatory code violation record. - Create Action Plan Templates for Inspection Visits in Public Sector Solutions
Create a template that includes all of the tasks required for a specific type of inspection in Public Sector Solutions. Use the template to create an action plan of that type for a specific inspection visit. - Create Inspection Types
Represent the various types of inspections required to issue licenses and permits. - Create Violation Types
Represent the various types of violations recorded during inspections for license and permit applications. - Add an Action to Create Visits from Application Record Pages
Add the Create Visit button to business and individual license application pages to easily create a visit for an inspection. - Customize the Visit Lightning Record Page
Help inspectors, compliance officers, and caseworkers conduct efficient visits with a custom Lightning record page that includes essential actions, important details, and useful tabs and related lists. - Create a Mobile Signature Lightning Record Page
Create a Signature Task record page for inspectors to use to capture a signature on a mobile device at the end of an inspection visit. - Create an Inspection Visit in Public Sector Solutions
Create visits with associated action plan templates, and assign visits to an inspector.
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