Inspections: Template Improvements

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This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: November 21, 2023

Template Improvements for a Simpler, Swifter more Seamless Experience

Improvements to Procore's Inspections templates are now available to improve efficiency, enhance clarity, and increase accountability. This release includes four key new features: the much-anticipated cloning of templates at the project level, the ability to easily see who created the inspection with a 'Created by' field displayed on inspection records (web only), the ability to specify details on Company level templates and a simplified user interface for all Inspections templates. With these innovative features, teams can move more swiftly, capture more pertinent inspection information, hold team members accountable, and save time. A more seamless experience means better inspection management which supports optimal project execution.

Details

Cloning of project templates

Previously only available at the Company level, you can now save time by cloning Company and Project level templates at the project level with a few clicks. See Clone a Project Level Inspection Template.

Details will be specified on Company level templates

Similar to Project level availability, you can now add details to Company level inspection items to provide greater context on your inspection records. See Create a Company Level Inspection Template.

'Created by’ to be displayed on an inspection record

For better clarity and accountability, you can now see who created an inspection record. See View Project Level Inspections.

Updated UI for Inspections Templates

The new UI offers a simplified experience that provides an easier inspection management process.

New Company Level Template UI

New Project Level Template UI