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Auto Assign an Inspector to an Inspection
Auto Assign an Inspector to an Inspection

Learn how to automate inspector assignments to help with streamlining inspections for enhanced efficiency and resource optimization.

Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Simplify your inspection process with the 'Auto Assign Inspector' feature, ensuring inspections are effortlessly assigned even when no clerk is manually selected. Experience streamlined workflow, reduced errors, and optimal resource utilization for a more efficient and organized dashboard.

โœ๏ธ How to set up your account to auto-assign a specific inspector to an inspection

  1. Click on the Settings tab at the top of your online dashboard > click on Reports > scroll down to 'Advanced Settings'.

2. The last option under 'Show Advanced Settings' is the "Auto Assign Clerk":

3. If you want to enable this feature, click on the drop down arrow and select the Inspector you want inspections to automatically assign to.

4. Once you have selected an Inspector, any inspections you create without assigning to a specific inspector (at the time of creation) will automatically assign to that inspector.

Here is an example of an inspection auto-assigning to the inspector "Jane Doe":

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