Defining an inspection type

You can define an inspection type under the Activities and Fees node or under a milestone node. When you define an inspection type under Activities and Fees, you can associate it with the milestone at which Infor Public Sector adds the inspection. When you define an inspection type under a milestone node, Infor Public Sector automatically associates the inspection type with that milestone.

Note: The Location field in an inspection record can be used to further differentiate inspection types. For example, the same application might have multiple Electrical inspections, each with a different location, such as Kitchen, Basement and North Wall. Infor Public Sector considers these as three different inspections, instead of reinspections of the same type.
  1. Select [CDR module] > Setup > Application Workflow.
  2. In the Application Types tree, browse to the inspection types for the correct application type or milestone.
  3. Click the Inspections node.
  4. Click Add above the grid.
  5. Type a name for the inspection type in the Inspection Type field.
    The name must be unique within the application type but can be reused in other application types.
  6. Type a description of the inspection type in the Description field.
  7. Select the Show in Portal check box if you want inspections of this type to be shown in Infor Rhythm for Civics.
    Rhythm for Civics is a cloud-based web portal for Infor Public Sector. You can also select the Is Public check box to show inspections to members of the public. You can enter an alternative description of the inspection type to be displayed in the portal in the Portal Description field. See the Infor Rhythm for Civics Administration Guide for more information.
  8. Enter any other information about the inspection type.
    You can leave the Add On field empty to indicate that the inspection type will not be added automatically but can be added manually. You can enter a milestone in the Add On field to indicate that the inspection type will always be added at that milestone. If you enter a milestone, you can also use the Add On Condition field to specify a formula that calculates whether the inspection type is added at the milestone indicated in the Add On field. If the Add On Condition is satisfied or if no Add On Condition is entered, Infor Public Sector adds the inspection when the application enters the specified milestone. You can also use the Maximum Inspection Fee and Maximum Inspection Condition Formula fields to indicate a fee for reinspections and calculate whether to add that fee to an application. You must define the fee type you want before you can use it as a maximum inspection fee. Finally, you can use the Schedule Condition Formula field to calculate whether the inspection can be scheduled.
  9. Click Save.
    Infor Public Sector saves the inspection type to the application type and shows it in the grid. If you specified a milestone, the inspection type is also displayed in the grid for the Inspections node under that milestone.
  10. When you're finished defining inspection types, click Close and set up access control for each type.