User Guide: Inspection Type Management

Last updated: January 15, 2026 Related Stories: US-39

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Overview

Inspection Type Management allows administrators to dynamically add, modify, and organize inspection types without code changes. This feature uses the Entity Manager to define inspection codes that are linked to permit types, enabling flexible configuration of inspection requirements for different permit categories.

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Prerequisites

Before configuring inspection types, ensure:

• User has System Administrator role
• Entity Manager App access is enabled
• Permit Types entity exists
• Inspection Codes entity is created
• Permit-Inspection Mapping entity is configured

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Understanding the Inspection Type Architecture

Entity Relationships

Relationship Flow:

1. User selects a Permit Type in the booking form
2. System queries Permit-Inspection Mapping filtered by the selected permit type
3. Available Inspection Codes are displayed based on the mapping
4. The associated Calendar determines scheduling options

Key Entities

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Accessing Inspection Type Management

Navigation

1. Log in to the GovAssist Admin Portal
2. Navigate to Entity Manager
3. Select the Inspection Codes entity from the sidebar
4. View the list of current inspection types

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Managing Inspection Types

Viewing Inspection Types

The Inspection Codes grid displays:

Adding a New Inspection Type

Step 1: Open Add Form

1. Click the + Add Record button
2. The inspection type form opens

Step 2: Enter Inspection Details

Step 3: Configure Additional Fields

Depending on your entity configuration:

Step 4: Save the Inspection Type

1. Review all entered information
2. Click Save to create the record
3. The new type appears in the grid

Modifying Inspection Types

1. Click on the inspection type row to open details
2. Update the desired fields
3. Click Save to apply changes

Note: Modifying inspection codes may affect existing appointments. Changes to the name will display on future bookings.

Deactivating Inspection Types

To remove an inspection type from scheduling without deleting:

1. Open the inspection type record
2. Set Is Active to false/unchecked
3. Save the record

Deactivated types:

• No longer appear in scheduling dropdowns
• Existing appointments retain the type
• Can be reactivated later

Deleting Inspection Types

Warning: Only delete inspection types that have never been used.

1. Select the inspection type record
2. Click the Delete button
3. Confirm deletion

Note: Deleting types with associated appointments will cause data integrity issues.

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Inspection Result Statuses

When inspections are completed, results use these status options:

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Linking Inspection Types to Permit Types

Permit-Inspection Mapping

Each permit type can have multiple inspection types available:

Step 1: Navigate to Mapping Entity

1. Go to Entity Manager
2. Select Permit-Inspection Mapping entity

Step 2: Create a Mapping Record

Step 3: Repeat for All Applicable Types

A typical building permit might include:

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Inspection Type Hierarchies

Category Structure

Organize inspection types by department:

Subcategories (Advanced)

For complex hierarchies, use a parent-child relationship via association fields:

Note: To implement hierarchies, create a parent_category association field on the Inspection Codes entity that references itself or a separate Categories entity.

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Appointment Form Integration

How Inspection Types Appear

When booking an inspection, the system:

1. Retrieves the permit type from the permit record
2. Queries Permit-Inspection Mapping for available inspection codes
3. Filters to show only active inspection types
4. Displays in the appointment form dropdown

Field Extraction

The appointment form uses these field mappings:

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Common Inspection Type Configurations

Residential Building Permit

Commercial Building Permit

Fire Permit

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Bulk Operations

Importing Inspection Types

For initial setup, use bulk import:

1. Navigate to Entity Manager > Inspection Codes
2. Click Import button
3. Upload CSV with columns:
   • inspection_code
   • inspection_name
   • is_active
   • description
4. Review mapping and confirm import

Exporting Inspection Types

1. Click Export in the grid toolbar
2. Select format (CSV, Excel)
3. Download the file

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Best Practices

Naming Conventions

1. Codes: Use consistent prefixes (BLDG-, ELEC-, FIRE-)
2. Names: Be descriptive but concise
3. Avoid: Special characters, abbreviations users won't understand

Organization

1. Group related inspection types
2. Use sequence numbers for workflow order
3. Document requirements in descriptions

Maintenance

1. Review inactive types quarterly
2. Archive rather than delete historical types
3. Update durations based on actual inspection times

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Troubleshooting

Common Issues

Q: New inspection type doesn't appear in booking form. A: Check that:

• Is Active is set to true
• Permit-Inspection Mapping exists for the permit type
• The mapping references the correct calendar
• Clear browser cache and refresh

Q: Cannot delete an inspection type. A: The type may have existing appointments. Deactivate instead of deleting.

Q: Inspection type shows wrong name. A: Verify the inspection_name field is updated. Existing appointments may retain the old name.

Q: Missing inspection types for certain permits. A: Create Permit-Inspection Mapping records linking the permit type to desired inspection codes.

Q: Inspectors don't see certain inspection types. A: Check inspector specialty assignments match the inspection type category.

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Related Documentation

• Entity Builder Configuration
• Calendar Configuration Wizard
• Inspector Certification Tracking
• Inspection Result Recording
• Form Builder Configuration

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Technical Reference

Source Components:

• Inspection Type Service: apps/calendar-app/src/services/inspectionType/
• API Routes: apps/calendar-app/src/services/inspectionType/inspectionTypeAPIRoutes.ts
• Result Status Options: apps/calendar-app/src/pages/Calendar/components/AppointmentListView/components/InspectionResultDialog/const.ts
• Permit Field Extraction: apps/calendar-app/src/pages/Calendar/components/BookAppointmentDialog/components/AppointmentForm/usePermitInspectionFields.ts

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For additional assistance, contact your System Administrator.