Third Party Inspection Processing for Elevators

View Inspections Assigned to You

1. Login to the Salesforce Back Office

2. Navigate to the Inspections tab

3. Select My Inspections from the View dropdown and click Go

   • Note: Click the Edit link to update the list view to display only Inspections assigned to you

4. Click the Number link to view the Inspection record

Complete an Inspection

1. Login to the Salesforce Back Office

2. Navigate to the Plan Review/PTO tab

3. Select Elevators and Conveyances from the View dropdown and click Go

   • Note: The applications should be sorted by date of submission

4. Click the Permit link to view the Plan Review record

5. The Plan Review record screen displays. Click the Equipments quick link

6. The screen scrolls to the Equipments section. Click the Number link for the Equipment record

7. The Equipment record screen displays. Hover over the Permits quick link and click the Permit number link

8. The Plan Review record screen displays. Hover over the Inspections quick link and click the Inspection number link

   • Note: The Permit is in the Submitted, Pending Inspection status

9. The Inspection record screen displays. Click Checklist at the top of the record

   • Note: The Type and Checklist Type fields are automatically populated based on the application type. Update these files, if needed, by clicking Edit

   • Note: Only the Inspection Owner can complete the checklist. Verify the Inspection Owner in the System Information section of the Inspection record

   • Note: You can click the Inspection Checklist URL link to view the related checklist document

10. The Checklist screen displays. Complete the checklist questions

11. Click Save

12. The Inspection record screen displays. Click Edit

    1. Select the required inspection status from the Status dropdown. 

       • Note: When an inspection is passed, the Permit status automatically updates to Active

       • Note: When an inspection is denied, a Re-Inspection record is automatically created on the initial Inspection record

    2. Enter the correct date in the Inspection Completed Date field

       • Note: Enter all available information

13. Click Save

14. The Inspection record screen displays

If the initial Inspection is failed, a Re-Inspection record is automatically created on the initial inspection record

1. Navigate to the Inspection record

2. Hover over the Re-Inspections quick link and click the Number link

3. The Inspection record screen displays. Click Checklist at the top of the record

4. The Checklist screen displays. Complete the checklist questions

5. Click Save

6. The Inspection record screen displays. Click Edit

   1. Select Approved from the Status dropdown.

7. Click Save

   • Note: Any applicable fees should be manually added. Refer to the Charge an Inspection fee above