Inspections and Plan Review: End-to-End Field Reporting and Plan Management

The Inspections and Plan Review module in PASconcept is designed to streamline field inspection reporting and digital plan management for engineering, architectural, and private provider firms. This feature ensures seamless coordination between office and field staff, enables centralized plan storage and review, and supports compliance with regulatory forms like those used by Miami-Dade and other municipalities.

It combines digital inspection logging, plan uploads, version control, and client notifications into one intuitive workflow—making it easier than ever to track progress, share findings, and maintain organized project documentation.

Key Capabilities:

Inspection Reporting:

• Mobile and Web Input: Inspectors can log inspections from the field using either the mobile app or desktop browser.

• Official Forms: Supports preloaded basic templates with automatic job and inspector data population.

• Photo Attachments: Capture and attach photos directly to each inspection for visual documentation.

• Signature Fields: Includes inspector signature areas and optional checkboxes for designating whether the report is complete or requires follow-up.

• Editable and Read-Only Modes: Administrators can configure whether reports are editable post-submission or locked for compliance.

Plan Review Management:

• Plan Upload and Versioning: Upload architectural and engineering plans, with automatic version control and easy side-by-side comparisons.

• Reviewer Annotations: Reviewers can add notes, comments, and markups directly on the file or as supplemental review notes.

• Client Access Portal: Clients can be granted access to view submitted plans, review comments, and upload revised versions.

• Approval and Rejection Workflows: Each plan version can be marked as "Approved," "Rejected," or "Approved with Comments."

Integrated Scheduling and Tracking:

• Inspection Calendar: View past and upcoming inspections on a calendar linked to each job.

• Reviewer Assignment: Assign internal or external reviewers to specific plan sets with due dates and status tracking.

• Status Visibility: Track the progress of both inspections and plan reviews with color-coded tags like "Pending," "In Review," "Completed," and "Requires Action."

Client and Inspector Notifications:

• Automatic Emails: Notify clients when an inspection is completed or when plan comments are available.

• Status Updates: Alerts users when a plan submission has been approved or a revision has been requested.

• Downloadable Reports: Finalized inspection reports and annotated plans can be downloaded as branded PDFs with company logo, inspector details, and timestamped data.

Benefits:

Implementation Steps:

1. Activate the Module:

Ensure that the Inspections and Plan Review module is enabled for your company. Contact PASconcept support if needed.

2. Assign Permissions:

Grant access to inspectors, reviewers, and clients based on their roles. Configure who can submit, review, and download reports or plans.

3. Start Using the Module:

• For inspections: Navigate to a job → Select the Inspections tab → Click “New Inspection” and complete the form.

• For plan reviews: Navigate to a job → Select Plan Review → Upload the initial plan and assign a reviewer.

4. Monitor Progress:

Use the dashboard or calendar views to check inspection status and plan review assignments across jobs.

5. Share and Archive:

Once finalized, download or share inspection reports and plan approvals with stakeholders. All files remain archived within the project.

Example Usage Scenario:

Inspection Log:

An inspector logs into PASconcept on-site using a mobile device and completes a Miami-Dade C.1 form after conducting a structural inspection. They attach photos, sign the report, and submit.

Plan Review:

Meanwhile, a reviewer in the office uploads a revised mechanical plan and marks it as “Approved with Comments.” The system notifies the client, who downloads the PDF and sees the annotated feedback.

Tracking and Audit:

The project manager logs in and sees that the inspection was completed, the plan was approved, and both records are time-stamped and archived under the job.

By using PASconcept’s Inspections and Plan Review module, your team can eliminate paperwork, stay compliant, and deliver transparent, timely updates to clients—all within a single, easy-to-use system.