Manage Staffed Inspection Sites

Staffed Inspection Sites are service centers, drive-in facilities, or staging yards. In WorkCenter, create and manage sites, associate resources to the sites, and configure resource shifts so appraisal assignments can be scheduled.

How to

  1. On the Manage menu in the navigation bar, select Staffed Inspection Sites.

  2. Select Create New Staffed Inspection Site.

  3. In the Site Details section, complete the information as necessary.

  4. Add information in the Relationships, Hours of Operation, and Group Type Information tabs as necessary.
  5. Select Save.

  1. On the Manage menu in the navigation bar, select Staffed Inspection Sites.

  2. Select the Active or InActive tab.

  3. Enter the desired search criteria.

  4. Select Search.

  5. View the search results on the page.

  1. Select the Hours of Operation tab.

  2. Select the check boxes next to the days of the week that the center is open.
  3. In the From field for each day, enter the time the center opens. In the To field, enter the time the center closes.
  4. Optionally, in the Lunch Break section, enter a lunch break duration and window.
  5. Select Save.

  1. Select the Relationships tab.

  2. Select Add Resource(s).

  3. Use the Resource Lookup to search for and select a resource.

  4. Select Add Shift for each day of the week the resource has a shift.

  5. Enter the shift start and end times.

  6. Select to add another shift on the same day.

  7. Once finished, select Save.

  1. Select the Relationships tab.

  2. In the Associated Resources & Schedule section, select the shift you want to remove.
  3. Do one of the following:
    • Select .
    • Select Clear Shift(s).
  4. Select Save.
  1. Select the Relationships tab.
  2. In the Associated Resources & Schedule section, select the check box(es) for the resource(s) you want to remove.

  3. Select Remove from Site.
  4. Select Yes, Remove.

  5. Select Save.

  1. Select the Group Type Information tab.

  2. Edit the information as necessary.

  3. Select Save.

Reference

Name Definition
Site Type

Select the type of site, such as Drive-in, Service Center, or Staging Yard.

Site Name Enter a name for the site.
Status Select Active or Inactive. Marking a site as inactive moves it to the Inactive tab. Its resources and shifts become available for reassignment but stay linked to that site, allowing quick reactivation without losing associations.
Dispatch Center Select the Dispatch Center associated with the site.
Site Options

Select the appropriate check boxes to further define the site.
Manager: Choose Resource

Assign a manager to the site. Do one of the following:

  • Select Choose Resource to locate and select a manager.

  • Enter the contact information manually in the appropriate fields.
Contact Information Enter contact information for the site.
Address Enter the site address.
Validate Select to validate the address (A complete address is required). When the address is validated, maps and directions to the resource and/or location are available.
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