Creating an inspection

There are a few different ways of creating an inspection.

The typical workflow for creating inspections would be to complete an existing inspection and then set a new due date, which will generate a new inspection. However the first inspection (on generation of a tenancy) would need to be setup at the start. It's also possible to manually create an inspection from the tenancy directly.

It's important to note that on the initial generation of an inspection, the inspection hasn't actually been booked, you have just set the due date and the status will be 'need to book'.

To create an inspection manually, head to the tenancy page, click 'inspections' and then 'create inspection':

You will then be asked to set a due date and an inspection will then generate with that due date, with the status 'need to book'.

When progressing a lettings application, you will be asked to set an inspection due date in the 'tenancy agreement' tile. If a date is entered here, when the tenancy is created an inspection will generate with that due date, with the status 'need to book'.

When creating a tenancy directly from a property page (bypassing the lettings application process), you won't see the option to select an inspection due date. Instead, the system will use the inspection settings for 'first inspection after tenancy start date' and generate the inspection with the relevant due date, with the status 'need to book'.

When completing an existing inspection, you will see the option to set a new due date for the next inspection. Doing this will generate that inspection ready for the future with the status 'need to book'. For more information on completing an inspection, see here.

Once an inspection has the status 'need to book' you can move to the next step, scheduling the inspection.