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Procore

Edit a Multiple Response Set for Inspections

Objective

To edit response options in a multiple response set for inspections.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the Company level Inspections tool.
    Note: You may edit a multiple 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.
    This reveals a list of company level inspections templates.
  2. Click Configure Settings ().
  3. Click Multiple Response Sets.

    2018-04-04_09-28-03.png

Mark a Multiple Response Set as Inactive

By default, a multiple 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 (see image below).
    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 Multiple Response Set

  1. Click Edit next to the multiple response set 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 appropriate 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 multiple response set you want to modify.
  2. Select the color 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 Multiple Response Set

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

Next Steps