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Procore

Edit a Project Level Inspection Template

Objective

To edit an inspection template in the Project level Inspections tool.

Things to Consider

  • Required User Permissions
  • Additional Information:
    • When editing a Company level inspection template in the Project level Inspections tool, only certain fields are editable.
    • Information on a Company level inspection template that is updated in the Project level is not synced with the source Company level inspection template.
    • Custom response sets can only be added to templates at the Company level. See Add Custom Response Sets to a Company Level Inspections Template.

Steps

  1. Navigate to the Project level Inspections tool.
  2. Click the Configure Settings icon-settings-gear-android.png icon.
  3. Click Templates.
  4. Click Edit next to the inspection template that you want to edit.
    Note: An icon-company-level.png icon indicates a Company level Inspection template has been added to the project. 
    inspections-company-level-managed.png
     
  5. Under 'General Information', edit the following fields:
    Note: If the template you are editing is a Company level Inspection template, certain fields cannot be edited in the Project level Inspections tool. These fields are indicated by an icon-company-level.png  icon.
    • Name icon-company-level.png: 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 icon-company-level.png: Choose from the list of inspection types added to the company (e.g. 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 icon-company-level.png (Optional): Give your inspection a trade (e.g. Electrical, plumbing). (Note: Your company's trade list can be managed at your company level's Admin tab under 'Trade Configuration.) 
    • Company Description icon-company-level.png: Company level Inspection templates may include a separate description.
    • Description (Optional): 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 that details the reason. You can create an inspection with the same name as one in the Recycle Bin, but once you name it, you cannot restore a template in the Recycle Bin without first editing an inspection template to change the name.
  6. To edit existing sections and items on the template, click on the field you want to edit. 
    Note: Existing sections and items cannot be edited on Company level inspection templates in the Project level Inspections tool.
  7. To delete a template section or item, click the trash bin icon-delete-trash6.png icon to the right of the item heading.
  8. To bulk edit your inspection items, mark the checkbox next to the # symbol to select all the sections of your inspection.
  9. Choose from additional editing options:

Bulk Edit Response Type

  1. Click Edit Response Type
  2. Select the response type from the response type menu.
  3. Click Apply.

Bulk Edit Inspection Requirements 

  1. Click Edit Require Observations On or Edit Require Photos On.
    Note: If the requirement is not provided by the user, the inspection response will not be saved.  
    1. Status: You can select either a 'Conforming' or 'Deficient' status, or you can select both.
    2. Responses: You can select either 'Pass', 'Fail', or 'N/A' responses, or you can select a combination of the three. You can also select 'Not Required'. 
    3. Click 'X'  to remove any of your response types. 

Add Sections and Items

  1. Click + Add section to add more sections.
  2. Click + Add item to add more items.
  3. Click + Quick Add to quickly add multiple section items at one time.
    Note: You can reorder individual items within a section of your template by dragging your item with the reorder icon-reorder-grip.png icon. To reorder an entire section, click the toggle on icon-toggle-on-android.png icon next to Reorder Sections and drag the sections of your choice. Turn off Reorder Sections to continue creating your template. 
  4. Click + Add References to attach files from your computer for additional inspection item details.
  5. Click Update to save your changes.