Edit a Project Level Inspection

Objective

To edit basic information about an inspection checklist such as the status, trade, inspection date, and so on.

Things to Consider

• Required User Permissions:
  • To edit any inspection in the project, 'Admin' level permissions on the Project level Inspections tool.
  • To edit the inspections you created, 'Standard' level permissions on the Project level Inspections tool.
• Additional Information:
  • You can only edit data in the 'General Information' and 'Inspection Details' sections of an inspection. 
  • When editing an inspection, you cannot edit the graded values of any inspection items. For example, you cannot change an item's grade from Y to N.
  • You cannot change the name of the inspection. An inspection's name is inherited from the inspection template's name.
  • You cannot add sections or items to an inspection. You can only add a new section by editing an inspection template.
    Note: Click Edit next to an inspection template in your 'Configure inspection settings...' page.
  • Important!  Reopening an inspection that was previously marked as 'Closed' will delete the item's signatures.

Prerequisites

• Create a Project Level Inspection

Steps

1. Navigate to the Project level Inspections tool.
2. You can edit an inspection's information inline from the List view or the inspection's Edit page.
   • Inline edit: 
     1. Locate the inspection you want to edit.
     2. Click into an editable field to edit the information. 
        Note: The changes will automatically be saved.
   • Edit page:
     1. Click Edit next to the inspection you want to edit.
     2. Click into an editable field to edit the selection. 
     3. Click Update to save any changes.

See Also

• Close an Inspection
• Delete an Inspection