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Create an Inspection (iOS)

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Objective

To create an inspection on your iOS mobile device.

Things to Consider

  • Required User Permission: 'Standard' and above on the Project level Inspections tool.
  • Supported offline. Important! Please note that in order to view and perform actions offline in Procore, you will have to view the tool or item while your mobile device is connected to a network so that the data can be cached on your device for access offline.
    • Inspections created offline will only be available locally on the device until a network connection is restored and the device syncs with Procore's servers.

Steps 

You can perform this action from the Quick Action menu on the app's Dashboard, or landing page. Tap the + icon, and tap Create Inspection

  1. Tap the project you would like to work in on your mobile device.
  2. Tap the Inspections tool.
  3. Tap the + in the top right of the screen.
  4. Select a template from which to generate a new inspection checklist. 
    (Note: These templates have been created by a Company level Inspections Admin user in the Company level Inspections tool on a computer. If none appear here, contact the Inspections Admin user to have them Create a Company Level Inspection Template and/or Add Inspection Templates to Your Project.)
  5. Create your inspection by filling in the information in the new window.


     

    • Inspector(s): Select the people (up to four) who are performing the inspection. 
      ​(
      Note: If you do not have any contacts added to your Directory, the 'Inspector(s)' field will appear as an empty field. You will need to go into your Project level Directory add users to it before you can add in this field. If you add in a name, it will not be saved.)

    • Trade: (optional) Edit/add a trade related to your inspection. 
      (Note: If you do not have trades added to your company, the 'Trade' field will appear as an empty field. You will need to add these to the Company level Admin tool before you can fill this field out. See Add or Delete Trades.)

    • Status: By default, the "status" field will be set to "Open". You may change this to fit your needs.
      (Note: An inspection's status should be set to 'open' when someone begins performing the inspection. It should remain open until there are no more deficient items on the inspection. At this point, you should change the status to 'closed' to indicate that no further action is needed.)

    • Location:Use the location drop-down menu to select a location the the [item] impacts. Either select from the predefined locations, or Add a Multi-tiered Location to an Item. This location may be as general as the site location at the first tier or as specific as where on the site the contractor will be working at the second tier.

      • You may also scan a location's QR code to enter a location. Tap the QR button in the top right. Point the camera of your device to the QR code to scan it. Procore will scan it automatically and add the location to the inspection.

    • Date: Select the date the inspection will be performed.

    • Responsible Contractor: Select the company who performed the work to be inspected. If you selected a point of contact before this, you will only be able to choose from the contractor that point of contact is associated with. (Note: If do not have any contracting companies added to your Directory, the 'Point of Contact' drop-down menu will appear empty. You will need to go into your Project level Directory to add a contractor and associate a contact with it before you can add in this field.)

    • Point of Contact: Select the person from the point of contact's group who performed the work to be inspected. If you selected a Responsible Contractor before this, you will only be able to choose the party/company the point of contact is associated with. (Note: If you have a contractor added to your Directory that doesn't have a contact associated with it, the 'Responsible Party' drop-down menu will appear empty. You will need to go into your Project level Directory to associate a contact with your responsible contracting company before you can add in this field.)

    • Description: Add/edit a description of the inspection for your project.

    • Attachments: Attach any relevant files from your mobile device, or take a photo to attach.

    • Inspection Items: Any inspection items will be carried over from the inspection template. These are not editable.

  6. Click Save.
    (Note: In a moment, your new inspection will appear in the list of inspections on the left.)

 

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Last modified
12:35, 20 Sep 2017

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