1. Click Open Tab next to the last tab. The Open New View tool appears:

   

2. Click on an item from one of the following sections:
   • Favorites - Lists the views (including applied filters) that the user has marked as favorites, making it easy to locate frequently used information.

     Note: You can mark any view as a favorite by clicking the menu button and then the star in the upper-right corner of the view. The star turns yellow when marked.

   • Recent - Lists the module views that the user has opened most recently.
   • Menu - Provides an expandable menu with links to custom views and forms. Forms opened from here open to a blank record. (Only administrators can customize the menu.)
   • Open GIS Views - Displays a list GIS Views that can be opend in the Lucity Webmap.
   • Modules - Lists all of the modules that an agency owns.

     Note: When users open a module through the Modules list, they see the default view of that module, or if they do not have access to the default view they will see another view they haver access to. Items in gray text do not have established views.

     This tool requires the Lucity Apps > Lucity Web > View Modules List permission.

3. The module view or form opens in a new tab.

Method 1

1. Open the Survey Site Inventory module.
2. Select the Survey Site you want to add an inspection to.
3. Click the button to expand the record.
4. Select the Inspections grid and click the button. A new record appears using the selected Survey Site ID.
5. Continue to Filling out The Record...

Method 2

1. Open the Survey Site Inspection module.
2. Click the button. A new record appears.
3. Enter or select a Survey Site ID. (required)
4. Continue to Filling out The Record...

Filling out the Record

1. Fill out the Inspection Date (required).
   • The combination of Survey Site ID and Inspection Date must form a unique combination.
2. Complete other fields as desired.
3. Use the Maintenance Requested or Needs Repair fields to automatically create a request or work order for the site.
4. Click the button to save the record. The new Inspection record appears in the grid.

Required Relationships

Optional Relationships