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Edit a Custom Response Set for Inspections

Objective

To edit a custom response set for inspections.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Inspections tool.
  • Additional Information:
    • You may edit a custom response set that is currently in use, but any changes you make will be applied to all existing inspection templates containing the set.

Steps

  1. Navigate to the Company level Inspections tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Response Types in the sidebar.

Mark a Custom Response Set as Inactive

By default, a custom response set will be marked as 'Active' and can be added to a Company level inspection template.

Important! Response sets that are currently in use cannot be marked as 'Inactive.'

  1. Click the checkbox to remove the mark in the 'Active' column next to the response set you want to deactivate.
    Note: This action prevents other users from adding the response set to Company level inspection templates.
    mark-inspection-response-set-inactive.png
    Note: You can reactivate the response set at anytime by marking the checkbox in the 'Active' column.

Add Additional Options to a Custom Response Set

  1. Click Edit next to the custom response set that you want to modify.
  2. Click +Add Response to add new response options, or click into a field for an existing response option to edit the information. 
    add-inspection-response-choice.png
  3. Click Update to save your changes.

Change the Color Associated with a Response Option

  1. Click Edit next to the custom response set that you want to modify.
  2. Select the color that you want to associate with the response option from the following:
    • Green: Associated with a 'Conforming' response.
    • Red: Associated with a 'Deficient' response.
    • Gray: Associated with a 'Not Applicable' response.
  3. Click Update to save your changes.

Delete Options from a Custom Response Set

  1. Click Edit next to the custom response set that you want to modify.
  2. Click the x next to the response option that you want to remove.
    delete-inspection-response-choice.png
  3. Click Update to save your changes.

 

If you would like to learn more about Procore's inspections management software and how it can help your business, please visit our construction site inspection software product page icon-external-link.png.