Skip to main content
Procore

Create a Project Level Inspection Template

Objective

To create an inspections template at your Project level for use in one project's Inspections tool.

Background

Creating Inspections templates at the Project level allows you to easily use the same or similar templates in your project without having to remake them each time. Templates created at the Project level will not sync to the Company level. If you want to use a template on more than one project, create the template at the Company level. You can also modify an existing Company level template to fit your project's unique needs.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the Project level Inspections tool.
  • Multiple choice response sets are created and managed by company level 'Admin' users in the company level Inspections tool. See Create a Multiple Choice Inspection Response Set 

Steps

  1. Navigate to the Project level Inspections tool.
  2. Click the Configure Settings icon (icon-config-settings.png).
  3. Click + Create on the Templates tab.
  4. Under General Information, enter the following:
    • Name: Title your inspection. This will show up on your inspections log page and will help you differentiate between your inspections within your project. This is a required field.
    • Type: Choose from the list of inspection types added to the company (e.g. Safety).
      Note: If you have not added inspection types to your project, see Configure Advanced Settings: Company Level Inspections. You will need to have 'Admin' level permissions on the Company level Inspections tool.
    • Trade: Give your inspection a trade (e.g. Electrical, plumbing).
      Note: Your company's trade list can be managed at your Company level Admin tool under Trade Configuration.
    • Description: Include any relevant details about the inspection.
    • Attachments. Attach any relevant files to the templates by clicking Attach Files. 
      Note: If you try to create an inspection template without a name or with a name that already exists, there will be an error message details the reason. You can create an inspection with the same name as one in the Recycle Bin, but once you name it the same, you cannot restore a template in the Recycle Bin without first editing an inspection template to change the name.
  5. Select the desired Standard Response Phrasing from the following options:
    Note: The response phrasing you select will apply to ALL items in this template, including items in previous inspections created from this template.
    • 'Pass' and 'Fail': Select this set to enable team members to choose between the responses 'Pass' and 'Fail' when performing the inspection.
    • Safe' and 'At Risk': Select this set to enable team members to choose between the responses 'Safe' and 'At Risk' when performing the inspection.
  6. Add sections and items to your inspection as follows:
    • + Add section: Click this button to add a section to your inspection template. Fill in the field with the title of your section. When you are done, simply click out of the section. 
      Note: You can click a section and use the drag-and-drop motion to rearrange inspection sections.
    • + Add item: Click into the bottom row to add and title your item within the current section. 
      Note: You can use a drag-and-drop motion to rearrange any items in an inspection section.
    • Inspection item details can be added at the Project level.
    • + Quick Add: See What is Inspection Template Item Quick Add?
  7. Select a response type for your inspection items. Choose from the following options:
    • Default 
      • Standard: Users can respond to items by selecting Pass/Safe, Fail/At Risk, or N/A.
    • Multiple Response
      • Add an existing multiple response set you want to associate with the item. See Create a Multiple Choice Inspections Response Set.

        2018-04-03_15-41-08.png

        Note: You can delete any section by clicking the trash icon (2019-02-01_11-42-41.png). You can delete any item by clicking the red "x" to the right of each item. You can reorder individual items within a section or you can reorder whole sections of your template by dragging your item/section by the icon with three horizontal lines.
  8. Click Create when you are finished creating your inspections template.
  • Was this article helpful?