Closing Inspection

Summary: This article explains how to perform a Closing Inspection on the Mobile App.

1. Select Closing Inspection Only from the Inspection page.
   
2. An XN Number will automatically be created, and the current inspection information will be displayed.
3. Use the search field to find a specific address.
4. The list of displayed addresses can be filtered using the following filters:
   1. Closing
   2. All
5. The Show Map Toggle can be enabled to display a map based on your geolocation.
   • Note: This feature will no work if you have not allowed the App permission to use your location.
6. The Location Services Toggle will show the ten closest properties to you based on your geolocation.
   • Note: This feature will no work if you have not allowed the App permission to use your location.
7. Select an address to perform an inspection on.
   • Note:
     A blue dot represents an address with an open work order.
     A red dot represents an address with open violations.
     A greendot represents an address with open ARC items.
     A ! symbol represents an address with open Closing items.
     If the address has an open work order and an open violation, the dot with default to red.
8. The Property page displays the following information:
   • Open Violations
     • If none exist, field will display as No Open Violations.
   • Open ACC Requests
     • If none exist, field will display as No Open ACC Requests.
   • Open Work Orders
     • If none exist, field will display as No Open Work Orders.
   • Closed Violations
     • If none exist, field will display as No Closed Violations.
   • Closed ACC Requests
     • If none exist, field will display as No Closed ACC Requests.
       
       
9. Open Items can be selected to view their details.
   • • Note: Options vary per association but typically items can be approved/declined or stepped from here as well as editing existing fields.
10. Select New Violation to create a new violation.
    1. 1. Select a CCR Item.
       2. Select the First Step.
          • Note: This will vary based on the selected CCR Type.
       3. Enter the Fee Amount.
       4. Select a Follow Up Date and Due Date.
       5. Select a Cure Date.
       6. Select a Hearing Date.
       7. Attachments can be added using the following options:
          1. Uploaded from your device’s storage by selecting the Cloud Icon .
          2. Or, taking a photo by selecting the Camera Icon .
       8. Select the Checkmark Icon  to save changes.
          
11. Select New Work Order to create a new work order.
    1. Select a Homeowner from the Homeowner List.
       • The Association can be changed by selecting the current association and selecting from the association list.
    2. Select an appropriate Action Item. Example: Service/Maintenance Request or Work Order.
    3. Select the Action Step.
       • Note: This will vary based on the selected Action Item.
    4. Select a Follow Up Date and a Due Date.
    5. Select a Service Provider.
    6. Enter a Subject in the provided field.
    7. Enter a Description.
       • Note: This will fill in the Action Item Description field.
    8. Enter an Email to tag in the Action Item.
    9. The Attach Location Toggle will use your current geolocation as a reference point in the Action Item.
    10. Attachments can be added using the following options:
        1. Uploaded from your device’s storage by selecting the Cloud Icon .
        2. Or, taking a photo by selecting the Camera Icon .
    11. Select the Checkmark Icon  to save changes.
        
12. Select End Inspection to end the inspection.
    1. The following confirmation message will appear:
       
       
       • “"End Inspection” Do you want to end this inspection, and enter the review stage?”
         1. Select No to return to the current inspection.
         2. Select Yes to step the Inspection to the review stage.
            • Note: This will place the inspection at the bottom of the Review Inspection.