Create checklists for the Inspections module

An inspection is an organized examination or formal evaluation of a property, building, or occupant. The results are compared to specified requirements and standards (codes) for determining whether the inspected entity complies with these requirements and standards.

An inspection checklist is a list of codes that an inspector uses while inspecting a property, building, or occupant.

Information on creating codes and code sets you can add to a checklist is available in Add codes and code sets to the Inspections module.

  1. Do one of the following.

    • (If you are already working in the ESO Suite) Click the Home icon in the upper left corner of the screen.

      1. In a web browser, go to https://www.esosuite.net/EsoSuite.

        The ESO Suite login screen appears.

      2. Enter your user name, password, and agency name, then click Let's Go.

        If MFA is enabled, the Multi-factor authentication dialog box appears, displaying one or more methods you can use to verify your login credentials. The number of methods that appear in the dialog box depends on what MFA methods your ESO Suite administrators enabled in the Admin module.

        Click graphics
        to open them.

        Information on enabling MFA and specific MFA methods is available in the Admin module online help, in Configure multiple-factor authentication.

        Note: If your ESO Suite administrators have disabled MFA ("opted-out"), this dialog does not appear.

      3. (If the Multi-factor authentication dialog box appears) Depending on which buttons appear in the dialog box, verify your login in one of the following ways.

        1. Click MFA verification via authenticator app.

          The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the authenticator application installed on your device.

        2. Open your authenticator application and note the authentication code currently displayed.

        3. Enter the authentication code displayed in the authenticator application.

        4. Click Log In.

        SMS

        1. Click MFA verification via SMS.

          The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the phone number recorded in your PM records and identified with MFA codes.

        2. Enter the authentication code sent to your MFA-registered phone number.

        3. Click Log In.

        1. Click MFA verification via email.

          The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to your agency or department email address, recorded in your PM records.

        2. Enter the authentication code sent to your agency or department email address.

        3. Click Log In.

    The ESO Suite landing screen appears.

    Click graphics
    to open them.

    Note: You can access and manage your MFA options through the PM module, on the Settings > Account page, as described in Manage a user account. If your agency or department has enabled MFA but has not purchased the full-featured version of the PM module, you can access your own MFA settings by clicking Change my Multi-Factor Authentication settings on the landing screen, then using the Settings > Account page that appears. If your agency has not enabled MFA, the Change my Multi-Factor Authentication settings link does not appear on the landing screen.

  2. On the top side of the home screen, click Admin.

    Tip: If your screen or browser window is too narrow to display all your agency's ESO Suite module icons, an options icon appears on the right side of the icon bar. If you click the options icon, a menu appears containing additional module icons.

    The Admin screen appears, displaying the Welcome screen.

  3. In the left pane, expand Fire > Inspections, then click Checklists.

    The Checklists screen appears.

  4. Do any of the following.

    1. In the upper right corner, click Add.

      The New Checklist dialog box appears, displaying the first screen of a checklist wizard.

      Note: You must fill in all fields indicated as REQUIRED on this screen.

    2. In Name, type the name of the checklist you are adding to the list.
    3. For Required on Inspection Types, click the list icon to the right of the field, select all the appropriate options from the menu that appears, then click OK or click outside the menu.

    4. Click Next - Select Codes.

      The next screen of the wizard appears, displaying a list of the codes you can work with for the checklist you are creating.

    5. (Optional) Do any of the following to find the codes you want to work with.

      • In the Search field, type the characters in the name of the list item you need to find.

        As you add each character, the list automatically reduces to only items containing that sequence of characters.

      Note: The process for searching a list shown below applies to any list in the ESO Suite.

      • In the upper right corner of the list, from the code set menu, choose Show All Code Sets or the name of the code set whose codes you want to see

        The list updates to display only the codes in the code set you selected.

      1. On the right side of the screen, click the filter menu.

        Note: The name of the menu varies, reflecting the option currently selected for filtering the list. Show All appears as the default selected option.

        The menu of filter options appears.

      2. Select the option you want to use to filter the list.

        The list updates to reflect your selection.

      Note: The process for filtering a list shown below applies to any list in the ESO Suite.

    6. Do any of the following.

      1. To the left any a code's name, click the information (i) icon.

        The Info dialog box appears, listing information about the code.

      2. Read the information about the code.
      3. Click Done.

      You can also deactivate a code if you do not want it to appear as an option when creating checklists.

      • For each code you want to include in the checklist, on the right side of the list, drag the slider button to the right, until On appears.
    7. Click Done.

    1. For the list item you want to edit, click Edit to the right of the item name.

      The Edit dialog box appears, displaying the values already specified for that list item.

    2. Change the information in the fields as needed.
    3. Click Done.

    • In the Search field, type the characters in the name of the list item you need to find.

      As you add each character, the list automatically reduces to only items containing that sequence of characters.

    Note: The process for searching a list shown below applies to any list in the ESO Suite.

    1. On the right side of the screen, click the filter menu.

      Note: The name of the menu varies, reflecting the option currently selected for filtering the list. Show All appears as the default selected option.

      The menu of filter options appears.

    2. Select the option you want to use to filter the list.

      The list updates to reflect your selection.

    Note: The process for filtering a list shown below applies to any list in the ESO Suite.

    Note: To give you time to finish building a checklist before it is available as a selection for inspection types, a checklist is not automatically activated when you create it. After you activate the checklist, you can add it to new or existing inspection types.

    You can also deactivate a checklist if you no longer want it to appear as an option when creating inspection types.

    • For the checklist you want to activate, on the right side of the list, drag the slider button to the right, until On appears.

    Note: The process for activating and deactivating a list item shown below applies to any list in the ESO Suite.