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Create a Project Level Inspection Template

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Objective

To create an inspection template at the Project level for use in a project's Inspections tool.

Background

Creating inspection templates at the Project level allows you to easily use the same or similar templates in your project without having to remake them each time. Templates created at the Project level will not sync to the Company level. If you want to use a template on more than one project, create the template at the Company level. You can also modify an existing Company level template to fit your project's unique needs.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Inspections tool.
  • Additional Information:

Prerequisites

Steps

  1. Navigate to the Project level Inspections tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click the Templates tab.
  4. Click + Create.
  5. Under General Information, enter the following:
    • Name: Title your inspection. This will show up on your inspections log page and will help you differentiate between your inspections within your project. This is a required field.
    • Type: Choose from the list of inspection types added to the company (for example, Safety).
      Note: If you have not added inspection types to your project, see Configure Advanced Settings: Company Level Inspections. You will need to have 'Admin' level permissions on the Company level Inspections tool.
    • Trade: Give your inspection a trade (for example, electrical, plumbing).
      Note: Your company's trade list can be managed at your Company level Admin tool under Trade Configuration.
    • Description: Include any relevant details about the inspection.
    • Attachments. Attach any relevant files to the templates by clicking Attach Files. 
      Note: If you try to create an inspection template without a name or with a name that already exists, there will be an error message details the reason. You can create an inspection with the same name as one in the Recycle Bin, but once you name it the same, you cannot restore a template in the Recycle Bin without first editing an inspection template to change the name.
  6. Add sections and items to your inspection as follows:
    • + Add section: Click this button to add a section to your inspection template. Fill in the field with the title of your section. When you are done, simply click out of the section. 
      Note: You can click a section and use the drag-and-drop motion to rearrange inspection sections.
    • + Add item: Click into the bottom row to add and title your item within the current section. 
      Note: You can use a drag-and-drop motion to rearrange any items in an inspection section.
    • Inspection item details can be added at the Project level.
    • + Quick Add: See What is Inspection Template Item Quick Add?
  7. Select a response type for individual items from the Response Types dropdown menu.
    OR
    Select a response type for multiple items by following these steps:
    1. Mark the checkboxes next to the items to update.
    2. Click Bulk Actions.
    3. Click Edit.
    4. Select the response type from the Response Types drop-down menu.
    5. Click Apply.
       Note

      The following Response Type options are available:

      • Pass/Fail: Users can respond to items by selecting 'Pass' or 'Fail'.
      • Conforming/Non-Conforming: Users can respond to items by selecting 'Conforming' or 'Non-Conforming'.
      • Safe/At Risk: Users can respond to items by selecting 'Safe' or 'At Risk'.
      • True/False: Users can respond to items by selecting 'True' or 'False'.
      • Yes/No: Users can respond to items by selecting 'Yes' or 'No'.
      • Number: Users can respond to items in the form of any positive or negative number up to 15 characters.
      • Text: Users can respond to items with free-form text. There is no character limit to text responses.
      • Date: Users can respond to items by adding an appropriate date.
      • Custom Response: Add an existing custom response set you want to associate with the item. See Create a Custom Response Set for Inspections.
  8. Click Create.