Inspection Steps Update (Agency View)

What is it?

Inspection Step UI Updates for Platform Users is an enhancement that modernizes the inspection interface for staff by introducing a streamlined layout, improved editing capabilities, and additional inspection details.

This update aligns Inspection Steps with other step types in the system, making them easier to manage while providing more flexibility when scheduling and updating inspections.
 

How does it work?

This update introduces a redesigned Inspection Step experience for Platform Users with improved structure and functionality.

With this update:

• Inspection Steps are now displayed in a slide-out panel instead of a full-screen view
• A standardized Step Details section provides key information such as assignment, status, and timestamps
• A new Inspection Details section includes:
  • Schedule Status (Unscheduled, Unscheduled with Request, Scheduled)
  • Inspection date and time
  • Contact name and phone number
  • Special Instructions (new)
• Platform users can:
  • Choose more flexible scheduling options (no time, AM/PM, or specific time)
  • Edit inspection details through an updated modal
  • View and reference Applicant request details directly
  • Update inspection status at any time
  • Toggle inspections between complete and incomplete
• If an Applicant has submitted a request:
  • Request details are pre-filled for easier scheduling
  • Requested values are highlighted for reference

These updates improve clarity, flexibility, and efficiency when managing inspections.
 

Why did we make this change?

Customers need a more streamlined and flexible way to manage inspections, especially when coordinating scheduling details and responding to applicant requests.

This update improves the staff experience by:

• Creating a more consistent and intuitive layout aligned with other steps in the system
• Making key inspection details easier to view and update in one place
• Supporting more flexible scheduling workflows, including optional times and editable details
• Providing better visibility into applicant-submitted information
• Reducing friction when managing inspection assignments and updates

How do I get access to this feature?

This feature is standard and will be available in the product immediately upon release.

Platform users will see these updates automatically when accessing Inspection Steps from a submission, case, inbox, or direct link.

Will access to the update cost anything extra?

No, access to the Inspection Step Updates (agency view), are included with your current subscription. This tool is designed to support both new and existing customers without incurring any additional costs.