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Inspection Types

Inspection Types allow users the ability to track inspection history based on the type of inspection performed.  For instance, if you would like to be able to track initial inspections separately from closing inspections, you could create an inspection type for each.  Setting up different inspection types also gives you the ability to have custom online forms added into Broker Brain to be used with each different type of inspection.   
 
Important:
  • Any custom forms to be added must be sent to Broker Brain to be imported and integrated into the system.
  • If you are unable to add inspection types, make sure you have set the appropriate permissions for the Admin Team under Admin>Groups. Once there, in the privileges section, you must enable Admin Inspection Types, located under Admin Tab. See Groups for more information on setting privileges.
 
 
Adding an Inspection Type
 
1. To view or create Inspection Types, select the the Admin tab at the top of the screen, then the Types sub tab at left. A set of sub tabs will appear at the top of the Types screen.  Click on the Inspection sub tab, and the following screen will appear:
 
 
At the bottom of the screen you will see a Type List.  If you have never added types to Broker Brain, the only type you will see listed is Generic
 
2. In the Type field, enter the name of the first inspection type you wish to create.  If you have a specific form that has been imported into Broker Brain and should be used for that type of inspection, select it in the Form field.  Otherwise, leave it set to No Form and the Generic Broker Brain form will be used.  Click the Add button.  You will see each item you add appear in the Type List at the bottom of the screen as shown below.  Items will appear alphabetically.
 
 
Important:
  • You can change the name of inspection types or delete them by clicking the Update or Delete buttons next to each item listed.
  • You cannot delete inspection types if there are inspections in the system assigned to that type.