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  • Compliance Case - the top-level register responsible for tracking an instance of a pool compliance investigation.

  • Compliance Inspection - various assessments are conducted as part of a compliance investigation, including:

    • A non-technical inspection

    • A technical inspection

    These are each implemented as separate schemas, and can be related to the Case record many times.

  • Pool and Spa Survey - a self-service customer survey is available via a public form.

    On submission, it finds any open compliance cases of the same property address and attaches itself, and then updates the case workflow state to alert the case officer. It also creates technical assessments when there is a case match and the user has indicated on the survey that they have a pool.

Pools Compliance Video

Below is a video outlining the main features of the Pools Compliance module

Pools Compliance video


Setting up a new Pools Compliance event

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