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Procore

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.
Project Inspection Templates
Inspections Settings
  1. Click the Configurations sub tab.
    • 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. 
      • Things to Consider
        • 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 the checkbox if you would like to mark all inspections you create to be private by default. This means that only 'Admin' users, members of the distribution list, and members of the inspectors field will have access to the inspection.
    Permissions Table
    1. Click the Permissions Table sub tab.
    2. Set each user's permission for the Inspections tab according to your preferences.
      1. check.png Access
      2. x.png No Access
    3. For a list of what users can do at each permission level in Inspections, see the Permissions Matrix.
      • In the example screenshot below, the user has 'Standard' level permissions.

        permission_table.png

     


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