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Procore

Search and Filter for Inspection Templates

Objective

To use the search and filter features to locate an inspection template.

Things to Consider

  • Required User Permission: 'Read-only' and above on the Company level Inspections tool. 
  • The search tool respects any selected filter parameters and will only search for items within the filtered results.

Steps 

To search for inspections 

  1. Navigate to the Company level Inspections tool.
  2. Enter a word or phrase in the Search bar. The query will return results that match the following fields:
    • template name
  3. Click Search (2018-11-01_15-52-48.png).

To Filter inspections 

  1. Click Add Filter.
  2. Select the filter you want to apply. The following filters can be applied and combined with one another to narrow results:
    • Type
    • Trade
       

 

 

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