BP> Reports> Inspection by Permit

Inspection by Permit Report

 

Summary

 

The Inspection by Permit report displays the inspection type details for a range of permits and sorts those details by permit number.

 

Related Links

 

Click here for information on Permit Status Maintenance.

Click here for information on Inspection Type Maintenance.

 

Step by Step

 

1     Open the Inspection by Permit report window (BP> Reports> Inspection by Permit).

 

2     Configure the report. 

 

  • Check the toggle next to each Permit Status you would like to include in the report.
    • By default, all permit statuses will be selected. You can use the Select All or Deselect All icons to select or deselect all the displayed permit statuses.
    • Permit Statuses are created and maintained on the Permit Status Maintenance window (BP> Maintenance> Permit Status). Click here for information on Permit Status Maintenance.
  • Check the toggle next to each Step Status you would like to include in the report.
    • Step statuses specify the current state of inspection types and can be used to change the permit status or to apply a fee to the permit.
    • By default, all step statuses will be selected. You can use the Select All or Deselect All icons to select or deselect all the displayed step statuses.
  • The Sort Options drop-down menu is used to determine how the report will be sorted.
    • The Inspection by Permit report will always be sorted first by permit number.
  • Check the Page Break by Permit toggle to limit the generated report to one permit per page.
  • Check the Include Inspection Notes toggle to include any notes recorded in the Notes field of the Permit Maintenance window (BP> Maintenance> Permit> open a permit> Inspection tab> Notes field).
  • The Inspector/Dates and Permit/Lot tabs are used to filter the inspections that will be included in the report. Enter the desired information ranges in any of the fields on these tabs to filter the included inspections.
  • The Permit tab is used to add specific permits to the report. Adding individual permits to the report will override any filter information entered on the Inspector/Dates or Permit/Lot tabs.
    • Click the Create icon to add a permit to the report. This will open the Permit Selection window.
    • Highlight a permit and click the Confirm icon to add the selected permit to the report. You can repeat this process to add as many permits as desired.
  • The report will display the Application Number, Permit Number, Tax Lot, Lot Address, Inspector, Inspector Phone number, Inspection Type, Inspection Status, status of the Internal toggle, Scheduled date/time, Required date/time, Actual date/time, and Notes if toggled.

 

3     Print the report. 

 

  • Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.
    • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
    • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
    • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.