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HomeMy WebLinkAbout2025-10-29 Clariti Inspection Rqst Guide Clariti Portal – Requesting Inspections City of Palm Desert | Self-Service User Guide Contents Overview of this Guide ............................................................................................. 3 Link to Request Inspections: .................................................................................... 3 Prerequisites to Requesting: .................................................................................... 3 Step By Step ........................................................................................................... 3 After You Submit ..................................................................................................... 9 Tips ...................................................................................................................... 10 Frequently Asked Questions .................................................................................. 10 Glossary ............................................................................................................... 10 Need Help? ........................................................................................................... 12 Overview of this Guide Short, click-by-click instructions for requesting inspections on an issued permit. Save or print for your own reference. Link to Request Inspections: https://palmdesert.my.site.com/s/login/ Prerequisites to Requesting: • You have a Clariti Portal account and are able to sign in. • Your permit status is Issued. • You know the Field Contact name and phone number. Step By Step 1) Sign in 1. Go to https://palmdesert.my.site.com/s/login/. 2. Enter your credentials and sign in. 2) Open your permit 1. Top menu → My Activities. 2. Locate your Record Number or Permit Number. 3. Click the permit to open the record. 3) Start a request 1. In the permit record, go to the top right corner. 2. Click the Dropdown button. 3. Select Request for Inspections. 4) Master Inspections List 1. Review all Pending inspections available to request. 2. Check the box for each inspection you want. 3. Scroll to the bottom and click Next. 5) Request Inspection Date 1. For each selected inspection, enter the Requested Date. 2. Choose AM or PM. 3. Enter the Field Contact name and phone number. o Example: Field Contact = "Alex Lee", Phone = "760-555-0123". 4. Optional: check Update Selected Items to apply the same date and contact to all selected inspections. Tip: If you need different dates or contacts per inspection, leave Update Selected Items unchecked and fill them individually. 6) Confirm and submit 1. Scroll to the bottom and click Next. 2. Review the Confirmation screen. 3. Click End. 4. When the Submission Confirmation appears, click OK. 5. You will return to the Permit Record. 7) Verify and track 1. On the permit record, scroll to the bottom right to Related Inspections. 2. Review the high level status for each inspection. 3. Click an Inspection Number to open details and see Status, Comments, and Files. After You Submit • City staff will review your request and schedule your inspections. • After you see the Confirmation screen, click End. When the Submission Confirmation appears, click OK to close it. • You will be returned to your Permit Record. From there, scroll to the bottom right to Related Inspections to see each inspection at a high level. Click an Inspection Number to open the inspection and view Status, Comments, and Files. • Watch your Portal and email inbox for updates or requests for clarification. Tips • My Inspections and Inspections show Scheduled, Requested, In Progress, and Pending inspections. • If you cannot find your permit, verify it is Issued and listed in My Activities. • If Request for Inspections is missing, open the permit record and check the dropdown again. Confirm the permit is Issued. • If you step away mid-process, your selections are not saved until you click End and OK. Frequently Asked Questions I do not see any inspections to choose. • The permit may not be Issued yet. • Required prerequisites on the permit may not be complete. I get an error on submit. • Refresh the page and try again. • Confirm the Requested Date, AM/PM, and Field Contact are entered. I cannot find Related Inspections. • On the permit record, scroll to the bottom right panel titled Related Inspections. I need all inspections on the same day. • On Request Inspection Date, check Update Selected Items. Glossary Permit Record: The screen that shows all details for a specific permit. Master Inspections List: The list of inspections available to request for your permit. Field Contact: The on site person who meets the inspector. Home Screen Overview Use it to Top menu → My Inspections See , , and inspections at a glance Top menu → My Activities Permit Record Home page → Inspections tile Jump straight to inspections views Need Help? If you need additional assistance, please call 760-776-6420 or email buildingsafety@palmdesert.gov. When emailing, please take a screenshot and include your Permit Number, requested date, and a brief description of the problem.