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Support Home > Products > Procore > Procore User Guide > Project Level > Inspections > Tutorials > Add a Related Item to an Inspection

Add a Related Item to an Inspection

Objective

To add related documents, drawings RFIs, cost codes etc. to your project's inspection so that users can easily access these items when completing the inspection.

Things to Consider

  • Required User Permission:
    • To add or delete a related item, 'Admin' level permissions on the project's Inspections tool.
    • To view the title of the related item, 'Read-only' level permissions or higher on the project's Inspections tool. 
  • Additional Information:
    • For a selection to appear in the 'Type' menu, the corresponding tool must be an active tool on the project. See Add and Remove Tools from a Project.
    • For a selection to appear in the 'Description' menu, you must be granted the appropriate permission to view that item in the corresponding Procore tool. 

Steps

  1. Navigate to the project's Inspections tool.
  2. Click on the inspection you would like to add a related item to.
  3. Click on the Related Items subtab.
  4. Click Edit.
  5. Choose which type of item you would like to add.
  6. Select which of the items in Procore related to the "type" that you would like to add.
  7. The date field will be automatically fill with the date the item was put into Procore.
  8. Add any notes to clarify why the item is related with the inspection.
  9. Click Add
  10. Repeat as necessary. 
  11. Click Save when you are done adding related items to save the page.

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Last modified
13:06, 12 Apr 2017

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