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Configure Advanced Settings: Project Level Inspections

Objective

To configure the advanced settings for your project's Inspections tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Inspections tool.

Steps

  1. Navigate to the Project level Inspections tool.
  2. Click the Configure Settings  icon.
  3. Click one of the links described below:
    • Configurations
    • Templates
    • Template Recycle Bin
    • Permissions Table

Configure the Inspections Tool's Settings

  1. Navigate to the project's Inspections tool.
  2. Click the Configure Settings  icon.
  3. Click Configurations.
    • Force user to create an Observation on item failure: Mark the checkbox if you would like 'Standard' or 'Admin' users to be taken directly into the observation creation screen when they mark an inspection item as Failed. 
      Notes:
      • Observation creation upon item failure will only be enforced if the user performing the inspection has 'Standard' or 'Admin' permissions on the Observations tool.
      • If the creation of an observation is canceled, Procore will reset the status of the inspection item to 'No Status'.
      • The user performing the inspection must have permission to create an observation and must be using Procore for iOS version 6.11 or later or Procore for Android version 6.6.27 or later. If these conditions are not met, then the user will still be able to perform inspections and create observations, but they will not be automatically prompted to create an observation if they mark an inspection item as 'Fail'.
    • Private by default: Mark this checkbox if you would like all inspections created to be private by default. This means that only 'Admin' users, members of the distribution list, and users designated as 'Assignee(s)' will have access to the inspection.

Manage Inspection Templates

  1. Navigate to the project's Inspections tool.
  2. Click the Configure Settings  icon.
  3. Click Templates.

View and Retrieve Deleted Inspection Templates

  1. Navigate to the project's Inspections tool.
  2. Click the Configure Settings  icon.
  3. Click Template Recycle Bin.
  4. Click View on the template you want to view or retrieve.
  5. If you want to retrieve the template from the Recycle Bin, click Retrieve

Set User Permissions for the Inspections Tool

If you have a small number of users without permission templates assigned to them, you might choose to manage user permissions to the project's Inspections tool using the steps below. If you have a large number of users, we recommend that you manage user permissions on Procore's project tools using permission templates. See Manage Permission Templates

  1. Navigate to the project's Inspections tool.
  2. Click the Configure Settings  icon.
  3. Click Permissions Table.

    inspections-inspections-settings-permissions-table.png
     
  4. Set each user's permission for the Inspections tab according to your preferences.
    • green-check.png Access
    • red-x.png No Access
      Note: To view a complete list of available tasks by permission level, see Permissions.
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