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Add Company Level Inspection Templates to Your Project

Objective

To add company level inspections templates to your project.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the project's Inspections tool.
  • Once a company template is copied to your project, it becomes a project template, which may be modified without affecting the company template from which it originated.

Steps

  1. Navigate to your project's Inspections tool.
  2. Click the Configure Settings  icon. 
  3. This will load your project's 'Project Inspection Templates' sub tab of your advanced settings configurations.
    Note: For more information on configuring your advanced settings, see Configure Advanced Settings: Inspections.
  4. In the "Inspection Settings" section, click the + Add Templates button.
    Note: This button will be disabled if you have not first Created a Company Level Inspection Template.
  5. Click the checkbox next to one or many company inspection templates to use on this project.
    Note: To narrow your options down, filter templates by trade by clicking the drop-down menu next to 'Filter templates by trade:" Only templates that you haven't added to your project will appear here for you to select.
  6. Click Add Templates.
    Note: Project templates may be modified here throughout the duration of the project, but changes will only be reflected on project inspections that are created from the modified template.
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