SCHEDULING AN INSPECTION FROM THE WAITLIST

The inspection scheduling process begins with a written request. This request is entered
into the database and added to a waitlist to be assigned an inspection date. Once a date
has been agreed upon by the parties involved, the request status will be changed from
Waitlisted to Scheduled, an inspection date entered, and an inspector assigned. Here
are the steps required to complete this process.

From the Main Menu, depending upon the inspection type, select either
Schedule an Inspection or Reinspection. The process is the same for
both.

The next screen to load will be the preliminary scheduling screen.

Select Schedule Waitlisted Requests

The next screen to load will be the Waitlisted Screen

Click on the Property Address box to get a list of properties on the Waitlist.
You can either begin typing the address or select from the list. If the property
address is not listed, chances are the Inspection Request was not entered into
the database and/or was not added to the Wait List. In some instances, the
inspections are scheduled immediately and not waitlisted.

The screen will load with the following information, based on the initial input.
1. Inspection Request Date
2. Request Status
3. Inspection Type

1
2

To schedule, change the Request Status from Waitlisted to Scheduled

by clicking on the drop-down box.

Enter inspection date in the Scheduled Inspection Date Box as well that
the Inspection Date Box. Usually these are the same dates. There may be
rare instances where the scheduled inspection date may not be the same as

the actual inspection date. However, chances are this action would not occur
at this screen.

Select Inspector from drop down list.

A completed screen for scheduling an inspection should have the following

information:
1. Request Status updated to show Scheduled
2. AScheduled Inspection Date AND Inspection Date,
3. An Assigned Inspector

If you are only scheduling inspections, click Schedule & Exit Button. You
will get a Saved Message.

If an Inspection has alread occurred and you are also entering the inspection
results, select Schedule and Update Button.

If you forget to change the Request Status from Waitlisted to Scheduled, and you
click the Scheduled button, you will get the following error message. Basically this
message is saying that you can only schedule an inspection if the Request Status is =
Scheduled.

If an Inspection Request is Cancelled, complete the following steps.

Select Cancelled from the Request Status drop-down list,

Enter reason for cancellation in the Request Comments Box
Click Cancelled Button.
You will not be able to save, unless a reason is given for the cancellation.

Please Note: If an Inspection Request has already been entered and you need only
to CHANGE a Scheduled Inspection Date or to Reschedule, use the Update menu
option. Please do not create a new request.
UPDATING SCHEDULED DATES
From the Main Menu, select from the Update Section,
Depending upon the inspection type, select either Update Inspection or
Reinspection
From the Update Screen, select Current Scheduled Inspections

From the Inspection Update Screen, click on the Inspection Status Tab.
You can modify the inspection date. If this is a rescheduled date, please make
note of the original date under the Inspection Comments tab.

Property Lookups

If you need to view the status of an inspection request, scheduled inspection, or the results
of an inspection, select Inspection History from the Main Menu. The following screen will
load.

Begin typing the property address or select from list.

The tabs at the top label the groups of records that are displayed when you
select the tab. (i.e. the Inspections Tab will show all inspectons that occurred
at the property.

Use the record selector at the bottom of the form to advance through the history.