Conduct an Inspection by Using the Desktop App

Start an Inspection Visit

Start your visit in the desktop app.

1. In the Public Sector: Inspection Management app, from the app navigation menu, select Scheduled Inspections.
   
2. Review the inspections that are scheduled for you for the current day.
   • To filter the visits, click , and then filter by priority, status, or date.
   • To sort the visits, click , and then sort by date and time or priority.
3. Select a visit.
4. Take any of these actions.
   • To see the tasks to complete for the inspection, go to the Tasks tab.
   • To see visit and task notes, go to the Notes tab.
   • To see special instructions, details related to the inspection, and account information for the applicant, go to the Details tab.
5. To begin the inspection, click Start Visit.
   

Complete Inspection Tasks

Complete the tasks in the checklist in the desktop app.

1. On the visit page, go to the Tasks tab.
2. Complete the checklist.
   • Enter or select values for assessment questions and results. Depending on how your administrator has configured assessment indicator statuses, some results, such as Fail, automatically create a regulatory code violation. Or, on the Regulatory Code Violations related list, click New.
   • To read the applicable regulatory code, click View Regulatory Codes.
   • To add images to support your observations, click Upload Files.
   • To take notes, click the New Note quick action.
   • If required, record your signature or the signature of the appropriate contact.
   

End an Inspection Visit

End a visit in the desktop app.