How do I apply the site safety inspection template to a project?
Answer
The Inspections tool includes an industry-led Site Safety Audit Inspection template that you can use as starting point for customizing your project's own site safety template.
To view the template and apply it to a project:
- Navigate to the company's Inspections tool (Note: You must have 'Admin' level permissions to the Inspections tool).
- In the Inspections page, locate 'Procore Example Template - Site Safety Inspection' in the list.
- Click the View button.
The following illustration shows you the template.
- If you want to edit the template to suit your company's specific business needs, see Edit a Company Level Inspections Template.
- After customizing the template, you can apply it to a project in your company's account. See Add Inspection Templates to Your Project.