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Edit an Inspection Schedule

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Objective

To edit an inspection schedule.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Inspections tool.
      OR
      'Standard' level permissions on the Project level Inspections tool with the 'Schedule Inspections' granular permission.
  • Additional Information:
    • Schedules are grouped by template.
    • You can define the number of days before the due date that they want the inspection instance to be created.
    • Inspection due dates respect Working Days if they are configured.
    • The following fields cannot be edited:
      • Template
      • Type
      • Trade

Steps

  1. Navigate to the Project level Inspections tool.
  2. Click the Schedules tab.
  3. Click the name of the inspection schedule to edit.
  4. Click Edit.
  5. Edit the relevant Schedule Information:
    • Name: The inspection schedule's name.
    • Frequency: How often you want the schedule to be created.
    • First Inspection Due Date: The due date of the first inspection.
    • Days Created Before Due Date: How many days before an inspection's due date to create the inspection.
    • End By: The date after which no more inspections should be created.
      Note: This option only appears for frequencies other than 'Once'.
    • Total Inspections: How many inspections will be created based on the Frequency, First Inspection Due Date, and End By date.
  6. Edit the relevant Inspection Information for these fields:
    • Location: Use the location drop-down menu to select a location the [item] impacts. Either select from the predefined locations or Add a Multi-tiered Location to an Item. This location may be as general as the site location at the first tier or as specific as to where on the site the contractor will be working at the second tier.
    • Distribution: Add 'Standard' and 'Read Only' users to the distribution list to give them access to view a private inspection in the project. 
      Note: This will not send email notifications.
    • Private: Mark the checkbox next to Private to hide the inspection from anyone except for the 'Point of Contact', 'Assignee(s)', members added to the inspection's distribution list and 'Admin' level users on the project's Inspections tool.
    • Spec Section: Reference the specific contract documents or section of the specification book that's related to the inspection by choosing from the drop-down menu.
      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.
      Note: Click the X next to the item you selected to delete the field.
    • Assignee(s): Select the people who are performing the inspection. By default, Procore will populate this with the creator's name.
    • Responsible Contractor: Select the company that performed the work to be inspected. 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.
      Note: If you do not have any contracting companies added to your Directory, the 'Point of Contact' drop-down menu will appear empty. You will need to go into your Project level Directory to add a contractor and associate a contact with it before you can add in this field.
      Note: Click the X next to the item you selected to delete the field.
    • Point of Contact: Select the person from the point of contact's group who performed the work to be inspected. If you selected a 'Responsible Contractor' before this, you will only be able to choose the company the point of contact is associated with.
      Note: If you have a contractor added to your Directory that doesn't have a contact associated with it, the 'Point of Contact' drop-down menu will appear empty. You will need to go into your Project level Directory to associate a contact with your responsible contracting company before you can add in this field. Only users with 'Standard' level permissions or above on the Observation tool may be listed as the Inspection's 'Point of Contact'.
      Note: Click the X next to the item you selected to delete the field.
    • Attachments: Attach any relevant files from your computer, the project's Photos tool, the project's Drawings tool, the project's Forms tool, or the Project level Documents tool to your inspection for those performing the inspection can reference.
      Note: See Add a Photo to an Inspection so that it Populates in the Photos Tool.
  7. Click Update.