Inspection Types
- Bibek Kharel
- Jared Fontenot
This page will allow Admin users to edit configurations of MGO Project Type Inspections.
MGO Project Types examples: Permitting, Planning & Zoning, Code Enforcement
NOTE: As of 02/24/204 this page is currently still in development but does function, please be aware that some features may not be user friendly.
Navigate to the Inspection Types page by expanding Work Orders on the left sidebar
To get started
Select your jurisdiction
Select the project type
The Categories and requirements for that project type will be listed
Create a New Category
On the top right side of the Inspection Types page, click the +New button
Enter the Name of the Category you want to create in the new text box.
Click Save New Category button on on the top right of the page.
Confirm the new Category was created by scrolling down the page to find it.
The Categories should be in alphabetical order.
Inspection Categories
On the Inspection Types page, several categories of inspections are listed, each containing various types of inspections.
Show Disabled Categories
Navigate to the the Inspection Types page
Click the toggle to turn on Show Disabled Categories.
Disabled categories are shown in red.
How to Enable / Disable Categories
The toggle switch positioned on the inspection category header allows for the enabling and disabling of inspection categories
If toggled on, the requirement category will be enabled.
If toggled off, the requirement category will be disabled.
Changing Name of the Inspection Categories
On the Inspection Types page, Navigate to the Category to edit.
Click on the Pencil icon to the left of the Category name.
Change the name in the text box.
To Accept the new name you can press Enter or click the checkmark. To cancel the new name, click the X.
Inspection Types
On the Inspection Types page, several types of inspections are listed under categories
Changing Name of the Inspections
1. On the Inspection Types page, Navigate to the Inspections to edit.
2. Click on the Pencil icon to the left of the Inspection name.
3. Change the name in the text box.
4. To Accept the new name you can press Enter or click the checkmark. To cancel the new name, click the X.
Create and Edit New Inspection
Create a New Inspection
1. Navigate to the desired Category.
2. Click the +New button next to the category name.
3. A new page will open, featuring various fields.
4. Input information into the required fields and then select the "Save" button.
5. A confirmation message will appear upon saving.
Edit an existing Inspection
1. Navigate to the desired Inspection .
2. Click the Gear icon next to that Inspection.
3. A new page will open, featuring various fields.
Deactivate, or Reactivate, a Inspection
Navigate to the Inspection, then click the gear icon to edit it.
On the top right of the page, use the Toggle next to Active to disable/enable the Inspection.
NOTE - Inspections that will be disabled MUST be removed from all workflows where they are present first to avoid any issues.
Auto-Schedule Work Order
a. This will automatically schedule new workorder
User Group Assignment
a. Selected User Group will be automatically assigned to this requirement.
Default Asignee
a. Selected User will be automatically assigned to Inspection type
Attach Inspection Report On Notification
Select Contacts to Notify On Completion
a. Selected contacts will receive notifications upon the completion of the inspection.
