Create an Inspection Referral

Note:  To begin the process, the License must have been created in Pending or Active Status.

1. Navigate to the Organization’s Detail License/Approval window.

2. Select Actions - Create Inspection Referral.

   Result:  The Inspection Referral dialog box displays.

3. Select the Inspecting Agency Out Select Arrow .

   Result:  The Search Organization window displays.

4. Search for the appropriate Organization; use the Return Select arrow.

5. On the dialog box, select the Agency Staff Person Out Select Arrow.

   Result:  The Search Office Position window displays.

6. On the Search Office Position window, enter the office.

7. Select the Search push button.

   Result:  The List Office Position window displays.

8. Select (highlight) the agency person to whom the Inspection Referral is to be returned.

9. Select the Return Arrow icon. (Blue Arrow)

   Result:  The person’s name is returned to the Inspection Referral dialog box.

10. On the dialog box, you can type in additional information or directions in the Comments and/or Directions box.

11. Select the OK push button.

    Result:  The Print dialog box displays.

12. Select Print.

    Result:  The Inspection Referral prints out in the local office.  The Detail License/Approval window displays.  The Inspection Referral can be viewed in Correspondence.

(07-2011)