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Procore

Which fields in the Inspections tool can be configured as required, optional or hidden?

Background

Certain fields in the Inspections tool can be configured as required, optional, or hidden from the inspection completely. For example, if you want to make comments required, or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. Not all fields are configurable. Fields not available for configuration are in gray italics with the default setting marked in the table. See Create New Configurable Fieldsets.

Answer

The tables below detail how fields can be configured for the Inspections tool.

Note:

  • A GREEN checkmark icon-permissions-green-check.png indicates the the possible settings for the field.
  • A RED 'x' icon-permissions-red-x.png indicates the field cannot be configured to this setting. 
  • A field name in GRAY italics indicates the field cannot be configured from its default setting.
Field Name Required Optional Hidden
Assignee icon-permissions-red-x.png icon-green-checkmark.png icon-permissions-red-x.png
Attachments icon-permissions-red-x.png icon-green-checkmark.png icon-permissions-red-x.png
Description icon-green-checkmark.png icon-green-checkmark.png icon-permissions-red-x.png
Distribution icon-permissions-red-x.png icon-green-checkmark.png icon-green-checkmark.png
Due Date icon-green-checkmark.png icon-green-checkmark.png icon-permissions-red-x.png
Inspection Date icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Location icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Name icon-green-checkmark.png icon-permissions-red-x.png icon-permissions-red-x.png
Number icon-green-checkmark.png icon-permissions-red-x.png icon-permissions-red-x.png
Point of Contact icon-permissions-red-x.png icon-green-checkmark.png icon-green-checkmark.png
Private icon-permissions-red-x.png icon-green-checkmark.png icon-permissions-red-x.png
Responsible Contractor icon-permissions-red-x.png icon-green-checkmark.png icon-green-checkmark.png
Spec Section icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Status icon-green-checkmark.png icon-permissions-red-x.png icon-permissions-red-x.png
Trade icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png