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Create an Inspection (Android)

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Objective

To create an inspection on your Android mobile device.

Things to Consider

  • Required User Permission: 'Standard' and above on the Project level Inspections tool.
  • Supported offline. Important! Please note that in order to view and perform actions offline in Procore, you will have to view the tool or item while your mobile device is connected to a network so that the data can be cached on your device for access offline.
    • Inspections created offline will only be available locally on the device until a network connection is restored and the device syncs with Procore's servers.

Steps 

  1. Tap the project you would like to work in on your mobile device.
  2. Tap the Inspections tool.
  3. Tap the + in the bottom right of the screen.
  4. Select a template from which to generate a new inspection checklist. 
    (Note: These templates have been created by a Company level Inspections Admin user in the Company level Inspections tool on a computer. If none appear here, contact the Inspections Admin user to have them Create a Company Level Inspection Template and/or Add Inspection Templates to Your Project.)
  5. Create your inspection by filling in the information in the new window.
    • Status: By default, the "status" field will be set to "Open". You may change this to fit your needs.
      (Note: An inspection's status should be set to 'open' when someone begins performing the inspection. It should remain open until there are no more deficient items on the inspection. At this point, you should change the status to 'closed' to indicate that no further action is needed.)
    • Inspection Date: Select the date the inspection was or will be performed.
    • Trade: (optional) Edit/add a trade related to your inspection. 
      (Note: If you do not have trades added to your company, the 'Trade' field will appear as an empty field. You will need to add these to the Company level Admin tool before you can fill this field out. See Add or Delete Trades.)
    • Inspectors: Select the people (up to four) who are performing the inspection. 
      ​(Note: If you do not have any contacts added to your Directory, the 'Inspector(s)' field will appear as an empty field. You will need to go into your Project level Directory add users to it before you can add in this field. If you add in a name, it will not be saved.)
    • Location: Use the location drop-down menu to select a location the the item impacts. Either select from the predefined locations, or Add a Multi-tiered Location to an Item. This location may be as general as the site location at the first tier or as specific as where on the site the contractor will be working at the second tier.
      • You may also scan a location's QR code to enter a location. Tap the QR button in the top right. Point the camera of your device to the QR code to scan it. Procore will scan it automatically and add the location to the inspection.
    • Point of Contact: Select the person from the point of contact's group who performed the work to be inspected. If you selected a Responsible Contractor before this, you will only be able to choose the party/company the point of contact is associated with. (Note: If you have a contractor added to your Directory that doesn't have a contact associated with it, the 'Responsible Party' drop-down menu will appear empty. You will need to go into your Project level Directory to associate a contact with your responsible contracting company before you can add in this field.)
    • Responsible Contractor: Select the company who performed the work to be inspected. If you selected a point of contact before this, you will only be able to choose from the contractor that point of contact is associated with. (Note: If do not have any contracting companies added to your Directory, the 'Point of Contact' drop-down menu will appear empty. You will need to go into your Project level Directory to add a contractor and associate a contact with it before you can add in this field.)
    • Spec Section: Reference the specific contract documents or section of the specification book that's related to the inspection by choosing from the spec section selector.
      (Note: If the Specifications tool is enabled on the project, the selections in this menu are populated with the spec sections from that tool, and it will display as a link upon saving the inspection. If the Specifications tool is disabled on the project, the selections in this menu are populated with values from the project's Admin tool.)
      (Note: Click the X next to the item you selected to delete the field.)
    • Description: Add/edit a description of the inspection for your project.
    • Attachments: Attach any relevant files from your mobile device, choose photos from Procore, or take a photo to attach.
      (Note: Tap Take Photo to take one photo and mark it up. Tap Quick Snap to take multiple photos without marking them up.)
    • Inspection Items: Any inspection items will be carried over from the inspection template. These are not editable.
  6. Tap Save.
    (Note: In a moment, your new inspection will appear in the list of inspections on the left.)

 

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Last modified
10:26, 10 May 2017

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