Failed Inspections SOP

INSPECTION FAIL REVIEWS

Steps to Review an Inspection Fail

1. Access the Ticket and Account:

○ Open both the ticket and the account related to the inspection fail under review.

2. Navigate to the Associated Jurisdiction:

○ In the account, click on the Associated Jurisdiction at the top of the ‘Details’ tab.

○ Go to the Details tab and scroll down to find the Inspection section.

○ Look for the link to access the AHJ (Authority Having Jurisdiction) portal at the top of the Details

tab.

○ The login username and password are located right under the link. Copy and paste these into

the AHJ portal login fields.

3. Verify the Inspection Fail:

○ The Inspection team should copy and paste the fail from the portal word-for-word.

○ To verify the fail in the AHJ portal, search for the account being reviewed. The easiest method is

typically by permit number, though this can vary by portal.

○ The permit number is found in Salesforce under the Installations object in the AHJ Building

Permit section.

○ Be aware that some AHJs may have separate permits for building and electrical work; make

sure you’re searching for the correct one.

○ If the portal doesn’t support searching by permit number, try searching by address.

4. Review and Document Notes:

○ After reviewing the inspection fail notes (either from the Inspection team or the AHJ portal), also

check the tech notes, if any.

○ Note what the inspection failed for and copy these notes into the new ticket for the work

required to fix the issue.

5. Determine Next Steps:

○ Use your best judgment to decide if a truck roll is needed or if the issue should be sent to

compliance.

○ If a truck roll is required, a ticket should already be made by the inspection department and

placed in the needs scope queue. Update the ticket description so the install crew clearly

understands what needs to be fixed.

○ If it needs to be sent to compliance, create a CO (Change Order).

6. Complete Ticket Information:

○ In the inspection ticket, ensure the Inspection Fail Reason and Inspection Fail Subtype are

filled in accurately. These fields are located towards the bottom of the ticket under the

Inspection section.

○ Inspection Fail Reason should already be filled in. Verify the correct reason is selected and

adjust if necessary. You can select 2 or 3 reasons if applicable.

○ Inspection Fail Subtype needs to be filled in with as many subtypes are applicable based on

the fail. Use notes directly from the AHJ for accuracy.

7. Finalize the Audit:

○ Fill in the Field Audit Completed, Field Audit Tech, and Field Audit Result with the relevant

information to ensure the audit is counted. These fields are located under the Field Audit

section within the ticket.

○ Add any additional details about the failed inspection review in the Field Audit Fail Details

section if needed.

8. Leave a Project Note:

○ Leave a project note on the account for the failed inspection review to make it easily trackable

by anyone in the company.