Routes - View Assigned Inspections
The Assigned Inspections section in the Route Planner page displays a map and a list of inspections assigned to you for the selected day.
Example of Assigned Inspections Section:
If there are no inspections and the map is blank please contact your administrator to have them assign inspections or ensure you have selected the correct date from the date selector.
Map
The map shows your assigned inspections for the day with pins indicating where a property is located.
Example of Assigned Inspections Map:
Example of a Map Pin:
The letter in the pin refers to the inspection type , so in this example, it is an A type (All Inclusive) inspection. If you click on the colored pin, you are presented with more details:
The policy number is a link that will open the Inspection Overview page in a new tab.
The details of the property owner are displayed, together with the inspection type, how old the inspection is and the status.
The Cancel Appt button allows you to cancel the appointment. If you do cancel the appointment then it is removed from the Assigned Inspections list and Planned Route list for the selected day. You should ensure that you make another appointment to ensure the inspection is scheduled.
The color of the pin is determined by the status of the inspection and will update as you work on your inspections in the route. In the example below, it can be seen that one inspection has been completed (blue pin), another is currently started (orange pin), while the others are scheduled and still to be started (grey pins):
Colored Pins:
Grey= Scheduled
Orange = Started
Blue = Completed
Assigned Inspections List
Underneath the map is the list of your inspections for the day.
Example of Planned Route List:
This list displays the relevant information for each inspection:
'#': The number on the planned route
Policy: Displays the policy number and includes a link to start the inspection. Also, displays how old the inspection is.
Insured: Displays the policy holders’ name
Address: Displays the full address of the property
Type: Displays the inspection type.
It is color coded to show the current status: Grey = Scheduled Orange = Started Blue = Completed
Time Started: The time the inspection was started. (Only displayed once you add an answer into the inspection.)
Completed: The time the inspection was set to completed. The time between started and completed is also displayed. (Only displayed if you have set the inspection to completed.)
Buttons: Button available to cancel the appointment.