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Procore (en-CA)

Add a Related Item to an Inspection

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Objective

To add related documents, drawings RFIs, cost codes and so on to your project's inspection so that users can easily access these items when completing the inspection.

Things to Consider

  • Required User Permissions:
    • To add or delete a related item, 'Admin' level permissions on the project's Inspections tool.
    • To view the title of the related item, 'Read Only' level permissions or higher on the project's Inspections tool. 
  • Additional Information:
    • For a selection to appear in the 'Type' menu, the corresponding tool must be an active tool on the project. See Add and Remove Tools from a Project.
    • For a selection to appear in the 'Description' menu, you must be granted the appropriate permission to view that item in the corresponding Procore tool. 

Steps

  1. Navigate to the project's Inspections tool.
  2. Click the inspection that you want to work with.
  3. Click the Related Items tab.
  4. Click Edit.
  5. Choose the type of item you want to add.
  6. Select the items in Procore that you would like to add.
    Note: The date field will be automatically filled with the date the item was put into Procore.
  7. Optional: Add any notes to clarify why the item is related to the inspection.
  8. Click Add. 
  9. Click Save when you are done adding related items to save the page.