Inspector mode
Schedule and conduct agency inspections of your member organizations, issue citations with abatement deadlines, and track each citation to closure — the loss-control / regulator visit workflow.
Inspector mode (Agency oversight → Inspections, /agency/inspections) is for a pool or agency that
performs loss-control visits or regulatory inspections of its member organizations. Inspections and their
citations are the agency's own records — they live in the agency's workspace, not the member's. You need
the Agency Inspector or Agency Admin role.
The inspection lifecycle
- Schedule — in Schedule an inspection, pick the member organization, name the inspector (the box suggests your agency's own people; you can also type an outside inspector), set a date, and click Schedule. The inspection starts as Scheduled.
- Mark conducted — once the visit happens, click Mark conducted on the row. (Adding a citation also marks it conducted automatically.)
- Add citations — click Citations to expand a row, then record the standard cited, a description, the severity, and an abatement-due date. Each open citation counts toward the row's "Open citations" total.
- Abate — when the member fixes the finding, click Mark abated on that citation. When every citation is abated, the inspection moves to Closed.
Reading the board
- Overdue abatements turn the row red and show in the Overdue column — the citations past their abatement date that still aren't resolved.
- Use Export CSV to download the citations/inspections register.
What happens automatically
- You can only inspect organizations that are members of your agency — the target is verified against your agency's membership, never trusted from the request.
- Citing a scheduled inspection sets its conducted date for you.
- An inspection closes itself once all its citations are abated.
Related
- Agency oversight & the cross-member loss run · Agency-issued permits · Constituent reports · Agency admin
Want to see this working?
Open a sandbox with your industry's data already in it — no signup, nothing to install.