SFO Inspection Request — Sandbox Walkthrough

Start with the live walkthrough. It takes one untouched door from Access Control through a finished inspection. The T3W records after that are the finished sample, if you only want to open a result that is already saved. Follow the “On this page” notes for where each action sits.

Hard-refresh once Access Control keeps the previous page in the browser. Press Ctrl+F5 on the Access Control tab and on any inspection request you already have open. Until you do, the Select for IR column and the Door / Camera labels will not be there.
What is already in the sandbox Terminal 3 West Modernization, prefix T3W. T3W001 is closed: Carpenter Shop, revision 1, Partial Pass at 67%. T3W002 is the reinspection of the door that failed, and it is still scheduled. T3W003 was withdrawn. Leave all three. A request you submit in the live walkthrough becomes T3W004. Log in to Sandbox (SFOBox). Curtis and Sham have SFO ACS Internal Edit and SFO ACS AvSec Field Access. Shop statuses are filled by the inspection request. Those cells are locked.
Make ready→ Request→ Accept→ Inspect→ Write-back→ Finished T3W sample
Step 1

Live walkthrough: take a door from Access Control through inspection

This is the path to drive in the meeting. The door is SE-01338, Hallway EGRESS, on Terminal 3 West Modernization. It is ACS, it is not motorized, and nobody has requested it yet. Ready for Inspection is No. Carpenter Shop and the other shops are already filled in and locked: Carpenter, Tech, Lockshop, and AvSec are Not Started. Mechanical Shop is N/A because the door is not motorized.

It is safe to leave this door wherever you stop This is a sandbox. To run it again, use SE-01339 (IC Connector Stairs Level 1 to AOA), SE-01340 (SSR ZC T040C), or SE-01341 (SECURE CONNECTOR ROOF). Those three are also not ready and have no inspection request. Do not reuse T3W001, T3W002, or T3W003.

A. Make Hallway EGRESS ready

On Access Control
  1. Open Program and choose All. Project stays grey until a program is chosen.
  2. Open Project and choose Terminal 3 West Modernization.
  3. In Search, type SE-01338. Search matches the Citiri ID, the door name, and the room.
  4. Leave Doors selected. It is the left half of the Doors / Cameras switch, under the filters.
  5. Under the metrics, the section buttons are Project Info, Design, Construction, and Inspection. Click Construction.

The frozen columns on the left are Project Name, Select for IR, then SFO Door / ACS Point #. The door name in that last column is Hallway EGRESS. The checkbox is in Select for IR. It is not in the door-name column.

This door is ACS = Yes and CAD is blank, so Ready for Inspection does not ask for Added to CAD. Set these fields. A blank or Not Started on any of them keeps Ready at No.

  • Door Frame Installed = Complete
  • Elec Roughed-In, Lenel Box QC / Location Review, Door Card Installed, Energized, Programmed, Integrated to SOC, Camera Association Complete, Pre-tested, Finish Work Completed, Tags Installed, Signage Installed = Yes
  • Projected Cx Date = any date
  • Contractor Functional Testing = any note, for example “Ready for demo”
  • Leave CAD blank. If you set CAD to Yes, you must also set Added to CAD to Yes or the door stays not ready.
Saving Edits stage in the browser. A yellow strip marks an unsaved cell. The toolbar shows Discard and Save Changes with a count. Nothing is written until you click Save Changes. A spinner covers the grid, then the row shows the saved values. If Save Changes reports that the save did not include any fields, hard-refresh and set the cells again.
What you should see
  • Ready for Inspection, the last Construction column, flips to Yes.
  • Click Inspection. Carpenter Shop, Tech Shop, and Lockshop Swap Cores read Not Started. Mechanical Shop is gray and reads N/A. AvSec Inspection is the approval date and stays blank. AvSec Final Sign Off is on the door record, and it is Not Started. These shop cells are text, not dropdowns. Do not try to type a shop status. The request sets them.
  • Click Cameras on the door-name cell if you want the cameras on this door. A camera that is already Ready for Inspection has a green check in front of its name. Hallway EGRESS does not need a ready camera for a Carpenter Shop request.
Open Access Control Hallway EGRESS (SE-01338)

B. Request the inspection

On the Access Control grid
  1. Check Hallway EGRESS in the Select for IR column. Request Inspection stays disabled until at least one row is checked. It then reads Request Inspection (1).
  2. Click that button. The panel opens on the right, titled Request Inspection. There is no door picker inside the panel. Check every door before you open it. All of them must be on the same project and the same kind (ACS door, non-ACS door, or camera).
  3. Inspection To defaults to Carpenter Shop, the first shop this door has not passed. Open the list. AVSEC (not available) is in it. Choosing AVSEC shows a red notice: the door needs Carpenter Shop and Tech Shop approval first, and Submit Request stays disabled. Mechanical Shop is also not available, because the door is not motorized. Put the list back on Carpenter Shop.
  4. Set Requested Date at least a week out, and Preferred Time to AM or PM. A closer ACS date still submits. The toast then warns that ACS requests are due one week before the requested date, by 5:00 pm. That warning does not block the submit.
  5. Optional: On-site Contact, Meeting / On-site Location, Subcontractor, BICE Project #, Permit #, Sheet / Detail / RFI, Description.
  6. Click Submit Request. Save Draft keeps it off the CAS queue.
What you should see
  • A toast with T3W004. Review Status is Received. Execution Status is not scheduled yet.
  • Carpenter Shop on the door stays Not Started while the request is only Received. Accept is what moves it to In Progress.
  • Document Control and the active CAS queue members get one branded HTML email. The button opens the request in CitiriOS. If no files are attached yet, the email includes a reminder to attach the Jack Plan, Floor Plans, Security Details, or Wiring Diagrams.

B2. Attach documents

On the new IR record, Attachments card
  1. Scroll to the Attachments card at the bottom of the request. Pick a category from Category for new files: Jack Plan, Floor Plans, Security Details, Wiring Diagrams, or Other.
  2. Use Attach files to upload one or more files. The upload finishes, then the category you picked is applied to each file.
  3. Repeat with a different category selected if you want more than one group.
  • The card lists files grouped by category, newest first within each group, with the uploader's name next to each file.
  • Submitting, sending back, and accepting all work the same whether or not any files are attached. Nothing here is required.
  • The accept email and the printed PDF list the same files by category.

C. Accept it as CAS

On the new IR record The buttons under the title, while the request is Received, are Accept, Send Back, Print IR, and Withdraw. Send Back is only for a request CAS has not accepted. Use it if you want to practice the return path: the reason is required, the number stays T3W004, and the requester resubmits with Resubmit. For the straight path, click Accept.
  • The accept window asks for Scheduled Date (required), Scheduled Time, Inspector of Record (search a contact), Inspector Department, and Acceptance Notes. Use the notes for where to meet and what to bring. Department can stay Carpenter Shop.
  • After Accept: Review Status Accepted, Execution Status Scheduled. Request Details shows Accepted By (you) and the notes.
  • Send Back is gone. Withdraw is still there until the request is closed. Withdraw cancels it and puts Carpenter Shop back to Not Started.
  • On Access Control, Inspection section, Carpenter Shop for this door is now In Progress. Still not editable.
  • The branded accept email goes to the requester, the on-site contact when one was set, and the inspector contact. The PDF is attached, and attachments are listed by category. The inspector opens the request to do the inspection on this same CitiriOS record; the stakeholder portal page is not in the sandbox yet, so the email has one CitiriOS button, not a separate portal link.

D. Record the inspection

On the IR record
  1. The Assets table columns are SL #, Door / Camera (Hallway EGRESS), Citiri ID (SE-01338), Room / Location, Checklist, Result, and Result Date. Click the row. A panel slides in from the right. The Citiri ID and the checklist name are links. Clicking them does not open the inspector. Click the rest of the row.
  2. Each checklist line has Passed, Failed, and N/A. A failed line needs a note. A Go/No-Go line also needs a photo: it shows Photo required to fail until you use Add photo.
  3. At the bottom, optional Comments, then one result: Approved, Approved with Comments, or Failed.
  4. Close with the × at the top right of the panel.

E. Confirm the write-back

  • Approved or Approved with Comments: Carpenter Shop becomes Complete and Carpenter Shop Approved Date is filled. Open the door, or look at the Inspection section on Access Control.
  • Approved with Comments and a failed checklist line: one High Issue is created for that line. The branded deficiency email goes to the project’s PDP Construction Manager, commissioning manager, and Special Systems Lead, and only when at least one of those contacts has an email. Terminal 3 West does not have them filled, so this exercise does not send that email.
  • Failed: Carpenter Shop stays In Progress. Reinspection Required is checked. No Carpenter Shop date is written. The next Carpenter Shop request that includes this door is marked a reinspection as soon as the door is added.
  • A Carpenter Shop pass does not commission the door. Status stays blank. A door is commissioned when AvSec passes. A camera is commissioned when Tech Shop passes.
  • With the one asset resulted, Close Request appears under the title. Closing moves Execution Status to Closed.
Hallway EGRESS (SE-01338) IR Log, to find T3W004

The sections below open the finished T3W sample. You do not have to repeat them if you just drove this door.

Step 2

Open Access Control and find the T3W doors

The request starts on the Access Control tab in CitiriOS Command. The sample doors are SE-01334 through SE-01337 on Terminal 3 West Modernization.

On this page
  1. At the top of the Access Control card, open Program and choose All.
  2. Open Project (it stays grey until a program is chosen) and choose Terminal 3 West Modernization.
  3. In the Search box on the right, type SE-0133.
  4. Leave the Doors button selected. It sits under the filters, to the left of Cameras.
What you should see
  • The grid is only Terminal 3 West Modernization. Cargo and other projects stay out of the search.
  • Checkpoint Departures, Concessions Support, and Electrical Room are the three doors on T3W001. UNITED Hallway EGRESS is the extra door on T3W002.
  • The toolbar under the metrics has ACS only, Request Inspection, Print IR, and IR Log. Request Inspection stays disabled until a row is checked. Print IR stays disabled unless exactly one row is checked.
  • The frozen columns are Project Name, Select for IR, then SFO Door / ACS Point #. The checkbox is in Select for IR.
  • Click Inspection under the toolbar. Carpenter Shop is Complete on Checkpoint Departures, Concessions Support, and Electrical Room, and In Progress on UNITED Hallway EGRESS. Tech Shop and Lockshop are Not Started. Mechanical Shop is gray and reads N/A. AvSec Inspection, the date column, is blank. Those cells are text. A Carpenter Shop pass does not change Status. A door’s Status moves to Commissioned & Construction only when AvSec passes. A camera’s Status moves when Tech Shop passes.

To open the finished request, use the button below. To reprint a door’s latest IR from the grid, check one door in Select for IR, then click Print IR. Cameras on the door-name cell lists that door’s cameras. A ready camera has a green check in front of its name.

Open Access Control Open T3W001

Next: stay on Access Control if you want to see the request panel, or open T3W001 for the record that was submitted.

Step 3

Request the inspection, and see AvSec blocked

T3W001 was requested from this grid for three ready doors: Checkpoint Departures (SE-01335), Concessions Support (SE-01334), and Electrical Room (SE-01336). Inspection To was Carpenter Shop. The number assigned on submit is T3W001, revision 0.

On the Access Control page
  1. With Program = All, Project = Terminal 3 West Modernization, and Search = SE-0133, check Checkpoint Departures, Concessions Support, and Electrical Room in the Select for IR column. The door name itself is the next column, SFO Door / ACS Point #.
  2. The blue button in the toolbar changes to Request Inspection (3). Click it. The panel has no list for adding another door. Check every door first.
  3. A panel opens on the right, titled Request Inspection.
On the request panel
  • Request (top band): project, inspection type ACS Door / Point, requested by, and the three door names. Inspection To is the required dropdown.
  • The dropdown opens on Lock Shop, the first shop these doors have not passed. Carpenter Shop reads Carpenter Shop (not available) because the approval date is already filled and Reinspection Required is not checked.
  • Choose AVSEC. The option reads AVSEC (not available). A red notice lists each door and says it needs Carpenter Shop and Tech Shop approval before AvSec. Submit Request stays disabled. Mechanical Shop is also unavailable because none of these doors are motorized.
  • Choose Carpenter Shop. The same kind of notice says each door already has a Carpenter Shop approval. Submit Request stays disabled. Cancel the panel. Do not submit a new request for these three doors.
  • Schedule (middle band): Requested Date, Preferred Time (AM/PM), After-hours, On-site Contact, Meeting / On-site Location, Subcontractor.
  • Details (lower band): BICE Project #, Permit #, Sheet / Detail / RFI, Description.
  • Footer: Cancel, Save Draft, Submit Request.
Leave this sample as it is T3W001 is already submitted. Cancel the panel if you opened it only to see the AvSec block. A new Submit Request creates another IR number.

T3W001 was submitted for November 8, 2026, AM, meeting location “T3W Level 2 lobby.”

Open Access Control Open the submitted request
Step 4

Review the request: send back, resubmit, then accept

T3W001 was sent back once, resubmitted as revision 1 with the same number, then accepted and scheduled. The record now shows the end of that review.

On the T3W001 record
  1. The highlight bar at the top of the page shows IRD-00000, IR Number T3W001, Project, Inspection To, Review Status, and Execution Status. The only standard button there is Delete, on the right. Slack shows in that bar only after Slack is connected to the org.
  2. The inspection panel starts under the highlight bar. The large title is T3W001, with Revision 1 under it. Status pills sit on the right of that title.
  3. While a request is Received, the buttons under the title are Accept, Send Back, Print IR, and Withdraw. On this closed record those review buttons are gone. Print IR remains.
  4. Send Back is only on a Received request. The reason box is required. The IR number stays the same and the requester is emailed. After Accept, Send Back is gone. Withdraw is the way to cancel an accepted request that is not closed, and it sets that shop back to Not Started.
  5. Resubmit replaces Send Back after a decline. It returns the request to Received and raises the revision. T3W001 went from revision 0 to revision 1. The reason used was “UAT: missing permit number, please resubmit.” That reason is not still on the closed record. Accept clears it. Request Details shows Accepted By and Acceptance Notes instead. Notes on T3W001 are blank, because it was accepted before that field existed.
  6. Accept opens Scheduled Date, Scheduled Time, Inspector of Record, Inspector Department, and Acceptance Notes. This request is November 10, 2026 at 9:00 AM, inspector David Thompson, department Carpenter Shop.
What you should see now
  • Pills: Accepted, Closed, Partial Pass.
  • Counts under the buttons: Assets 3, Inspected 3, Passed 2, Failed 1, Pass Rate 67%.
  • Request Details: Carpenter Shop, ACS Door / Point, requested November 8, 2026 AM, scheduled November 10, 2026 9:00 AM, Requested By Faizan Shaik, meeting location T3W Level 2 lobby.
Open T3W001

Next: click Print IR on this page, or use the print link in the next step.

Step 5

Print the IR

Accept emails this PDF to the requester, the on-site contact, and the inspector. CitiriOS does not create a calendar invite. On T3W001 the file is T3W001.pdf.

On the T3W001 record Click Print IR. It is the button with the printer icon, directly under the T3W001 title. The PDF opens in a new browser tab.
What you should see
  • Header: IR number T3W001, revision, project, inspection to, requested date, and schedule.
  • Asset lines for Checkpoint Departures, Concessions Support, and Electrical Room, with the result on each line.
Open the T3W001 PDF Back to T3W001
Step 6

Record the three results

The inspector opens the IR, taps a door, marks the checklist, and chooses one result. These three results are already saved on T3W001.

LineDoorResultWhat it did
1 Checkpoint Departures Approved All 25 checklist lines Passed. Carpenter Shop date written. No Issue.
2 Concessions Support Approved with Comments One line failed: DOOR CONDITION - Appearance, note “Door scuffed at lower panel,” with a photo. One High Issue. Carpenter Shop date still written.
3 Electrical Room Failed Door flagged for reinspection. No per-line Issue. No Carpenter Shop date from this request.
On the T3W001 record
  1. Scroll to the Assets table under Request Details. Columns are SL #, Door / Camera (the display name), Citiri ID (SE-01335 and the others), Room / Location, Checklist, Result, and Result Date.
  2. Click a row. The Citiri ID and the checklist name are links to those records. Clicking the rest of the row opens the inspector. A panel slides in from the right.
  3. The checklist is the first section. Each line has Passed, Failed, and N/A. A failed line needs a note in the box under the chips. A Go/No-Go line also shows Photo required to fail until a photo is attached with Add photo.
  4. The Result section is at the bottom of that panel: Comments, then Approved, Approved with Comments, and Failed.
  5. Close the panel with the × at its top right, then open the next door.
This request is closed The chips and result buttons are locked. Use them to read what was recorded. Changing a result means reopening the work on a request that is still Scheduled, such as T3W002.
Open T3W001 assets

Next: open the doors and the Issue to see the write-back.

Step 7

See the write-back on the doors and the Issue

A passing result sets that shop to Complete (AvSec uses Approved) and writes the shop’s approval date. Approved with Comments also raises one High Issue per failed checklist line. A Failed result leaves the shop In Progress and checks Reinspection Required. The shop cells on Access Control are locked. Open the Inspection section to read them.

On a door record Open the door, then look at Carpenter Shop, Carpenter Shop Approved Date, and Reinspection Required. On the Issue, the highlight shows priority High and stage Identify. The description names T3W001, Concessions Support, and the failed line. Status on these doors is still blank. Carpenter Shop does not commission a door.
RecordWhat to confirm
Checkpoint Departures (SE-01335) Carpenter Shop is Complete. Carpenter Shop Approved Date is October 29, 2026. Reinspection Required is unchecked. Tech, Lockshop, and AvSec are Not Started. Mechanical Shop is N/A.
Concessions Support (SE-01334) Same Carpenter Shop status and date. The High Issue hangs off this door.
Electrical Room (SE-01336) Carpenter Shop is Complete. Reinspection Required is unchecked, because the later reinspection passed. The Carpenter Shop date was written by that passing reinspection.
High Issue “T3W001 Carpenter Shop inspection, Concessions Support: DOOR CONDITION - Appearance failed. Notes: Door scuffed at lower panel.”
Checkpoint Departures Concessions Support Electrical Room High Issue
Step 8

Reinspect the failed door

Electrical Room failed on T3W001, so the next Carpenter Shop request that includes it is marked a reinspection as soon as the door is added. That request is T3W002. UNITED Hallway EGRESS was added with it and is a normal line, still not inspected.

On T3W002
  1. Under the title, look for the Reinspection pill next to Accepted and Scheduled.
  2. In the Assets table, Electrical Room shows Reinspection in the row and result Approved. UNITED Hallway EGRESS shows Not Inspected.
  3. Click the Electrical Room row. The checklist lines are Passed, and the result at the bottom of the panel is Approved.
  4. Because that reinspection passed, Reinspection Required is cleared on the door and the Carpenter Shop date is filled. Open Issues from the earlier failed cycle for that door and shop are closed. T3W001’s Issue stays open, because it belongs to Concessions Support, which was Approved with Comments.
What is still open on purpose
  • T3W002 stays Scheduled until UNITED Hallway EGRESS has a result. Carpenter Shop on that door is In Progress because the request is accepted and the line has no result. Then the request moves to Inspected, and Close Request appears under the title.
  • On a fully inspected request, Close Request is the blue button under the title. T3W001 already shows Closed.
Open T3W002 UNITED Hallway EGRESS
Step 9

Read the IR Log and the report

The IR Log is the list that replaces the CAS spreadsheet. The report groups the same requests by Inspection To.

On the IR Log
  1. The list name IR Log is the dropdown at the top left of the list, next to Inspection Requests.
  2. Confirm three rows: T3W001 Closed, Partial Pass, 67%, reinspection unchecked; T3W002 Scheduled, reinspection checked, 1 passed of 2 assets; T3W003 Withdrawn and Cancelled, Technology, revision 1. Leave T3W003. It is why the next new number is T3W004.
  3. The list header has search, refresh, sort, and filters. New, Import, Change Owner, and Printable View are not on this list.
  4. Click the IR number to return to the record.
On the report The report title is SFO IR Log. Rows are grouped by Inspection To. T3W001 and T3W002 are under Carpenter Shop. T3W003 is under Technology. Use the back arrow in the report toolbar to leave the viewer.

From Access Control, the same list opens from IR Log in the toolbar under the metrics, to the right of Print IR.

Open IR Log Open T3W003 Open SFO IR Log report
Step 10

Who gets an email, and when

Inspection Request notices are branded HTML, built from five Classic Email Templates in Setup under the SFO Inspection Request folder. Each one has the SFO logo, the SFO blue header rule, a button, and a plain-text fallback for clients that block HTML. Changing the wording of a template in Setup changes the next email, no deploy needed. There is still no calendar invite. One notice goes out for each event below. The weekly summary is the AvSec email, grouped by project.

WhenTemplateToSubject
Submit or resubmit SFO_IR_New_Request Document Control and each active member of the SFO CAS IR queue. The queue itself has no email address. The button opens the request in CitiriOS. New inspection request T3W004 for Terminal 3 West, or Resubmitted inspection request T3W004 for Terminal 3 West.
Send back SFO_IR_Sent_Back Requester, and the on-site contact when one is set Inspection request T3W001 sent back for changes, with the reason in a highlighted panel
Accept SFO_IR_Accepted Requester, the on-site contact when one is set, and the inspector of record Inspection request accepted, with the PDF attached, who accepted it, the acceptance notes, and attachments grouped by category
High Issue created SFO_IR_Deficiencies The project’s PDP Construction Manager, commissioning manager, and Special Systems Lead. The email is sent only when at least one of those contacts has an email. Terminal 3 West has none of them filled, so the sample High Issue does not send this email. Access Control deficiencies found for the project, with one line per Issue and a link to each
Weekly summary SFO_IR_Weekly_AvSec_Summary Public group SFO AvSec Weekly Summary SFO ACS weekly inspection summary, with a passed/failed count, this week’s results, and next week’s schedule

The new-request, sent-back, and accepted emails also show the IR's attachments grouped by category (Jack Plan, Floor Plans, Security Details, Wiring Diagrams, Other), or a reminder line to attach them when there are none yet. See Step 1's attachments card.

Sandbox mail Deliverability is All email. The only org-wide address in SFOBox is not verified, so the message is sent as the person who clicked the button, from the Salesforce substitute address. The request still saves if mail fails, and the page says why. Curtis, Sham, and Faizan are in the CAS queue and the AvSec group. In production the same mail uses the default org-wide address, Document Control.
Not built yet Withdraw does not send an email. There is no second button for the stakeholder portal, because the portal IR page does not exist in this sandbox yet; every button today opens the CitiriOS record link.
AvSec weekly summary group CAS IR queue
Other pages

Surfaces outside the happy path

These pages are in the sandbox and were adjusted with the solution. They are not stops on the Access Control → request → inspect path.

Lists and setup

Awaiting CAS Review Same list page as the IR Log. Open the list dropdown at the top left and choose Awaiting CAS Review, or use the button. It shows requests whose review status is Received. T3W001 and T3W002 are Accepted, and T3W003 is Withdrawn, so this list is empty until the next submit. After you submit Hallway EGRESS, T3W004 sits here until CAS accepts it.
Awaiting CAS Review T3W project Internal Edit permission set Viewer permission set AvSec Field Access

On the project, the IR prefix field is T3W. That prefix plus the project sequence is the IR number.

IR asset rows

Each door on a request is its own line. On the request, read Door / Camera (the display name) and Citiri ID (SE-01334 and so on). The line still has a system name such as IRA-00000. You do not need that name to run the inspection. The related list on the request is Line Number, Door / Camera, Citiri ID, Checklist, Result, Result Date, and Reinspection.

Checkpoint Departures, Approved Concessions Support, with comments Electrical Room, failed on T3W001 Electrical Room, reinspection passed UNITED Hallway EGRESS, not inspected

T3W002 print

The reinspection PDF. Electrical Room is marked as a reinspection. UNITED Hallway EGRESS is still not inspected.

Open the T3W002 PDF