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During busier periods, InventoryBase have created a feature to simplify assigning a clerk to an inspection.

To use this new feature, add an inspection as normal, selecting the Inspection Type, Date and Time as usual. From the Clerk dropdown menu, click First to Accept

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By selecting 'First to Accept', InventoryBase will smartly determine which clerk is notified to accept the inspection first.

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InventoryBase will automatically email the recommend clerk. If they decline the job, it will then be offered to another clerk. Once a clerk accepts, the job will proceed as normal.

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If there are no clerks available, InventoryBase will notify you. In this scenario, you can either re-arrange the appointment, or outsource the job through Workstreams.

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If any changes are made to the conduct date/time, or the inspection type is changed, InventoryBase will then repeat the procedure to find a recommended clerk again.

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