InspectionPlus Settings

An assignee on an inspection is someone with the Service or Sales Representative role configured on their user profile within IntelliDealer. A user's role is configured in Administration > Settings > User Profiles > Evaluation/Inspection Area dropdown

An approver can have any other role within the system. Who the best approver might be will change depending on the nature of the form created in the Template Builder.

A Default Approver For All Locations can be selected from the dropdown that automatically assigns that user as the approver for every created form. This user becomes the approver for ALL locations as well if not specifically changed in the Location dropdown.

Upon initial setup, a Branch Manager is the Default Approver For All Locations.

By changing the Region or Location in the dropdown you can modify which Type of Inspection should be assigned to whichever approver would be best suited to sign-off on a completed form at that location.

Interactions on the Inspection are recorded on the side panel on the right hand side of the screen.

Access to this side panel is controlled by System Switch 923 - Access to Change logs, plus cancel inspections.

Note:  User profiles that can appear as assignees or approvers must be logged in to the same location.

Security Switch: 923 - ID InspectionPlus

Revision 2025.02