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Procore

Create an Inspection (Android)

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Also available on  ios-gray-icon.jpg  web-gray-icon.jpg

Objective

To create an inspection using the Procore app on an Android mobile device.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the Project level Inspections tool.
  • Additional Information:
    • This action can also be performed while an active network connection is not available on your mobile device (offline mode). Tasks performed in offline mode will be synced with Procore after a network connection has been reestablished.
    • You can configure what items are created with the quick create icon-plus-quick-create-mobile2.png icon, see Configure Quick Create Settings.

Steps

  1. Open the Procore app on an Android mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Inspection.
    OR
    Tap the Inspections tool and tap the create icon-plus-quick-create-mobile2.png icon.
  3. Tap to select a template you want to create an inspection from. 
    Note: Inspection templates are created by users with 'Admin' permissions to the Company level Inspections tool. If none appear here, contact an Inspections Admin user to have them Create a Company Level Inspection Template or Add Inspection Templates to Your Project.
  4. Tap into the following fields to enter information as appropriate:
    • Trade: Select trade related to the inspection. 
      Note: If trades have not been added in the Company level Admin tool, the 'Trade' field will appear as an empty field. Trades can be added by users with 'Admin' permissions to the Company level Admin tool. See Add or Delete Trades.
    • Inspection Date: Select the date the inspection was or will be performed.
    • Due Date: Select a date that the inspection needs to be completed by.
    • Inspectors: Select one or more inspectors who will be responsible for 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.
    • Location: Select a location associated with the inspection. 
      Note: You can also scan a location's QR code to enter a location.
      1. Tap the QR icon in the top right corner.
      2. Point the camera of your device to the QR code to scan it.
        Procore scans it automatically and add the location to the inspection.
    • Responsible Contractor: Select the company that performed the work to be inspected.
      Note:
      • 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.
      • If no contracting companies exist in the project's Directory, you will not be able to select a 'Point of Contact'.
    • Point of Contact: Select a person to be the point of contact for the inspection. If you selected a 'Responsible Contractor' before this, you will only be able to choose a contact who is associated with that company.
      Note: Only users with 'Standard' level permissions or above on the Observation tool may be listed as the Inspection's 'Point of Contact'.
    • Spec Section: Reference the specific contract documents or section of the specification book that's related to the inspection by choosing from the spec section selector.
      Note: If the Specifications tool is enabled on the project, the selections in this menu are populated with the spec sections from that tool, and it will display as a link upon saving the inspection. If the Specifications tool is disabled on the project, the selections in this menu are populated with values from the project's Admin tool.
    • Description: Tap to enter a description of the inspection for your project.
    • Private: By default, inspections are not private. Tap the toggle ON if you want to set the inspection to Private.
    • Attachments: Tap to attach a file or photo to the inspection. 
      • Files from Device: Select if you want to attach a file from your device's Files.
      • Photos from Device: Select if you want to attach a photo from your device's Gallery.
      • Photos from Procore: Select if you want to attach a photo from the project's Photos tool.
      • Camera: Select if you want to take a new photo to attach. 
    • Inspection Items: Tap to view inspection items that have been carried over from the inspection template. These items are not editable.
  5. Tap Create.