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Inspections - Release Notes

July 2025

Inspections> Email Report Staff List

You can now add multiple staff members to the Email Report section simultaneously.

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Learn more about emailing inspections

June 2025

Inspections > Visit History

We moved the Visit History to the Visits button on the upper toolbar, featuring a clear display of visit counts, improving access and visibility.

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Learn more about preparing for inspections

Inspections > Calculate Violations

You can now automatically calculate violation due dates based on violation-specific reinspection schedules. The system handles date calculations to ensure compliance timeline accuracy.

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May 2025

Inspections > Violation History PDF Reports

You can now export Violation History reports as PDFs directly from the Visit Count window.

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Inspections > Email Logs

We added Email Logs to the Inspection Details section, allowing users to track the delivery and receipt of all emails related to the inspection.

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March 2025

Inspections > Custom Fields

We added the Custom Fields section to the Inspection forms.

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Inspections > Billing > Billing Emails

The recipient email addresses now appear in the Email Address for Bill Recipient section (if the contact's record in the Contact Info section doesn't include an email address, add it here manually).

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We've also added the Approve & Email button to the bill approval message, enabling you to approve and send bills with a single click, rather than the previous two-step process.

Note: The Approve and Email button only appears when you provide an email address in the Email Address for Bill Recipient field.

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January 2025

Violation Rows

You can now define whether violation rows will expand automatically.

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To set violation rows to expand automatically, in the Back-Office, go to Management > Department Settings > Department Configuration > Inspection, and then set Inspection Violation rows expand automatically to Yes.

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Preplan Assignments by Exact Time

You can now set Pre-plan assignments to exact time:

Previously this option was available only for Inspection assignments.

  1. In Department Configuration (Management > Department Configuration), click Inspection.

  2. Set the Assignments by exact time to Assign Inspections and Pre-plans by time of day.

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Inspections and Pre-plans: Permissions by Field (User Profiles)

You can now control which inspection and pre-plan fields appear for specific user profiles.

Note: Any fields you disable will be hidden in the inspection and pre-plan forms.

  1. Double-click the user profile you want to update.

  2. In the Profile Permssions window, open the Permission by Field tab.

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  3. Using the checkboxes to the right of the fields, disable the appropriate fields.

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  4. When done, click Update Relevant Users. Click Exit to close the window.

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