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Procore (en-CA)

How do I apply the site safety inspection template to a project?


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:

  1. Navigate to the company's Inspections tool (Note: You must have 'Admin' level permissions to the Inspections tool). 
  2. In the Inspections page, locate 'Procore Example Template - Site Safety Inspection' in the list.
  3. Click the View button.
    The following illustration shows you the template.

  4. If you want to edit the template to suit your company's specific business needs, see Edit a Company Level Inspections Template.
  5. After customizing the template, you can apply it to a project in your company's account. See Add Inspection Templates to Your Project.

See Also