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Procore

Add Signers to an Inspection

Objective 

To add signers to an inspection from the Procore web application.

Things to Consider 

  • Required User Permissions:
    • To add signers to an inspection, 'Standard' or 'Admin' level permissions on the Project level Inspections tool.
      Note: 'Standard' level users can add as many signers to an inspection as necessary.
    • To be designated as a signer, 'Standard' level permissions or higher on the Project level Inspections tool. 
  • Additional Information:
    • Signatures cannot be added while an inspection is in 'Closed' status. 
    • This action can be performed when an active network connection is not available on your mobile device (offline mode). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. 

Steps

  1. Navigate to the Project level Inspections tool.
  2. Click View next to the inspection.
  3. In the 'Inspection Details' section, locate 'Signatures'.
  4. Click Add Signature Requests.
    Note: If one or more signatures already exist, click Edit Signature Requests.
  5. Select the name of one or more users who you want to have sign off on an inspection.
  6. Click Save.
    Note: The selected name(s) will appear under 'Signatures'.

Next Steps