Inspections (Project Level)
Procore's Project level Inspections tool gives you the ability to create comprehensive checklists to capture all of the requirements associated with the different inspections types that take place during the construction project lifecycle. With this tool, an 'Admin' level user can either create a unique template for each inspection or choose to modify, add to, or edit a company template on a project-by-project basis. Templates can be managed in the Inspections (Company Level) tool.
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The following table highlights which user permissions are required to perform the described user action.
- Denotes an action supported in Procore's iOS and/or Android mobile application.
|Add a Related Item to an Inspection||1|
|Add Company Level Inspection Templates to Your Project|
|Close an Inspection||2|
|Configure Advanced Settings: Inspections|
|Create a Project Level Inspection|
|Create a Project Level Inspection Template|
|Create an Observation from an Inspection|
|Delete an Inspection|
|Delete an Inspection Template|
|Edit a Project Level Inspection||2|
|Edit a Project Level Inspection Template|
|Export an Inspection as a PDF or CSV|
|Perform an Inspection|
|Retrieve an Inspection From the Recycle Bin|
|Search and Filter for Inspections|
|View Project Level Inspections|
|View the Activity Feed of an Inspection|
|View Change History of an Inspection|
1 'Read only' and 'Standard' level users can view related items. 'Admin' users can add related items.
2 'Standard' level users can only close and edit inspections that they have created.
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
|Owner / Construction Manager|
Below are the notable changes to the Project level Inspections tool.
Updated the Project level Inspections tool to add the ability to create project level Inspection Templates on the Configure Inspection Settings page.
Company level Inspection Templates can now be removed from a project from the project's Inspections tool's Configure Inspection Settings page.
Updated the Project level Inspections tool to switch the "Point of Contact" column to "Spec Section" on the Inspections index page.
Updated the Inspections tool to introduce Inspection Template Syncing. This includes a new 'Item Details' field that pairs with the 'Item Name' field. It also includes template locking, which makes certain fields uneditable on the Project level template. When a Company level template is pulled into a project, the items and sections from the Company level are NOT editable (except for the 'Item Details' field). Users can also add items and sections to the template on the Project level. However, those updates will have no affect on the Company level template.
Updated the Inspections tool for users with 'Admin' level permission to add a new "Print w/ Observations" button on the show page of an inspection. When a user clicks this button, the system appends single item PDFs for observations tied to that inspection to the end of the PDF.