How to create a case for a complaint and mofify its automatically created inspection

The Complaints and new case view manage the citizen complaints in Cloudpermit. Citizens can make complaints to which Code Enforcement Officers of municipalities create cases if compliments are valid. An inspection request will be generated automatically during the case creation process. The inspection request will even be dispatched if the case contains enough information. Usually, the case includes only one inspection with multiple visits.

This tutorial will teach you how to create a case for the open complaint in the Complaints, and new cases view and modify the related inspection.  

  1. Go to the "Complaints and new cases" view. All open complaints will be shown on the map and listed under the "Results" section.
  2. You will have two options to create a case for the complaint.

Option 1:

  1. Go to the "Results" section in your "Complaints and new cases" view. Click on the selected complaint card.
  2. Click "Create Case."
  3. Fill out the case form.
  4. Select "Priority" by clicking the chosen icon (High, Normal, Low).
  5. Select the case category from the "Category" drop-down.
  6. Type a description of the case. Use the text edit tools to make highlights in your text.
  7. Click "Create."
  8. Success - You have now created your case for the complaint. The case includes a scheduled inspection by default. You can directly change the inspection's date, time, type, and the assigned inspector. Another way is to leave the inspection request and modify it later if needed.
  9. If you wish to modify your inspection request right away, click "Open the New Case" and follow the instructions in steps 7 - 12 in option 1.
  10. Otherwise, click "Close."

Option 2:

  1. Click the selected property pin on the map. The complaint card opens. Click "Create Case."
  2. Fill out the case form.
  3. Set a priority for your case by clicking the priority icon (High, Normal, Low).
  4. Select the case category from the "Category" drop-down.
  5. Type out a description of the case and click "Create."
  6. Success - You have now created your case for the complaint. The case includes a scheduled inspection by default. If needed, you can directly change the inspection's date, time, type, and the assigned inspector. Another way is to leave the inspection request and modify it later.
  7. Click "Open the New Case" to modify the request to continue to the next step.
  8. Success - You have now created your case. You will enter the "code enforcement case" workspace. Scroll down to the "Inspections" section. The automatically created inspection is there.
  9. To modify the inspection, click "Modify Request."
  10. Click "Change Date."
  11. Select the requested date and time slot. Click "Update and Close."
     
  12. If you wish to cancel your request, check the box " I want to cancel this request." Click "Cancel Now and Close."
  13. You have now deleted the inspection request from the case.


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