The Inspections tool provides your organization with an easy way to create a comprehensive set of boilerplate inspection checklists that can be reused and customized on individual construction projects.
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Action | None | Read Only | Standard | Admin | Notes |
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Add Conditional Logic to a Company Level Inspection Template |
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Add Custom Response Sets to a Company Level Inspection Template |
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Assign a Company Level Inspection Template to a Project |
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Clone a Company Level Inspection Template |
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Configure Advanced Settings: Company Level Inspections |
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Create a Company Level Inspection Template |
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Create a Custom Response Set for Inspections |
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Delete a Company Level Inspection Template |
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Delete an Inspection Type |
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Edit a Company Level Inspection Template |
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Edit a Custom Response Set for Inspections |
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Search and Filter for Inspection Templates |
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View the Change History of an Inspection Template |
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Below are the notable changes to the Company level Inspections tool.
Procore has introduced conditional logic to Company and Project level inspection templates, enhancing the flexibility and efficiency of inspections. Inspections Conditional Logic allows users to configure inspection line items so that responses control the display of subsequent items, reducing the need for multiple templates and improving accuracy. To learn more, see What is conditional logic within the Inspections tool?
Procore has streamlined the management of Company level inspection templates, allowing admins to associate templates with multiple projects simultaneously. This also allows you to now easily view which projects have a company level inspection template. To learn more, see Assign a Company Level Inspection Template to a Project.
When viewing the list of Inspection templates, two new columns show which templates require observations and photos, and for how many items. This gives you additional visibility into how your templates are configured. See Create a Company Level Inspection Template.
You can now do the following with inspection line items: require a photo and/or observation based on selected responses, add references such as attachments on company level templates, and lastly, you can now add signatures to an inspection line item. These updates to the Inspections tool focus on enhancing flexibility, granularity and accountability. See Create a Company Level Inspection Template.
Inspection templates have been updated with new features to improve consistency, efficiency, and clarity. See Inspections: Template Improvements for more information.