Background
Procore has added a new inspection template called '[NextWave Safety Solutions] Ladder Safety - Simple Checklist'. This inspection template has been automatically added to the Company level Inspections tool for all companies with the Inspections tool enabled. See the steps below for instructions on how to add this template to one or more of your project's Inspections tool.
We recommend that you use this checklist to establish basic ladder safety. The information provided in this template is general and intended as a guide only. Each project is unique and additional requirements may be enforced as deemed appropriate.
Important
This template is provided for informational purposes only and not for the purpose of providing legal advice. We recommend that you contact your attorney to obtain advice with respect to any particular issue. Use of this template does not guarantee compliance with any applicable laws and regulations.
Preview
![inspections-nextwave-safety-solutions-ladder-safety-simple-checklist.png](https://en-gb.support.procore.com/@api/deki/files/13385/inspections-nextwave-safety-solutions-ladder-safety-simple-checklist.png?revision=1)
Steps
Step 1: Optional. Edit the Inspection Template at the Company Level
If you want to make changes to the inspection template that will impact all projects the template is used on, we recommend editing the inspection template at the Company level before adding the template to your projects.
See Edit a Company Level Inspection Template OR
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Step 2: Add the Inspection Template to a Project
The inspection template needs to be added to the Project level Inspections tool in order for it to be used on that project.
See Add Company Level Inspection Templates to Your Project OR
Click here to view the steps.
- Navigate to the Project level Inspections tool.
- Click the Configure Settings
icon. Note: For more information on configuring your advanced settings, see Configure Advanced Settings: Inspections.
- Click the Templates tab.
- Click Import Company Templates.
Note: This button will be disabled if you have not first Created a Company Level Inspection Template.
- Mark the tickbox next to one or more company inspection templates to use on this project.
Notes:
- Only templates that you haven't added to your project will appear for you to select.
- To narrow your options down, filter templates by Type or Trade by clicking the Add Filter drop-down menu.
- Click Import Templates.
Note: Project templates may be modified here throughout the duration of the project, but changes will only be reflected on project inspections that are created from the modified template.
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Step 3: Optional. Edit the Inspection Template at the Project Level
If you want to make changes to the inspection template that will only impact one project the template is used on, we recommend editing the inspection template at the Project level after you have added it to your project.
See Edit a Project Level Inspection Template OR
Click here to view the steps.
- Navigate to the Project level Inspections tool.
- Click the Configure Settings
icon.
- Click Templates.
- Click Edit next to the inspection template that you want to edit.
Note: An
icon indicates a Company level Inspection template has been added to the project.
![inspections-company-level-managed.png](https://en-gb.support.procore.com/@api/deki/files/23738/inspections-company-level-managed.png?revision=1)
- 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.
- 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 (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
(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
: 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.
- 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.
- To delete a template section or item, click the rubbish bin
icon to the right of the item heading.
- Add new sections, items and item details to your inspection template:
- + Add section
- + Add item
- + Quick Add
Note: You can reorder individual items within a section of your template by dragging your item with the reorder
icon. To reorder an entire section, click the toggle on
icon next to Reorder Sections and drag the sections of your choice. Turn off Reorder Sections to continue editing your template.
- Click Update to save your changes.
Back to Steps
Step 4: Perform the Inspection
See Perform an Inspection OR
Click here to view the steps.
Tip
To save time, use the TAB and ENTER keys on your keyboard to switch between sections and buttons.
- When you press TAB, it will save your input and move to the next section or button.
- When you press ENTER, it will activate the button you are on.
- Navigate to the Project level Inspections tool.
- Click View next to the inspection you want to perform.
Note: You will notice a number after the title of your inspection. This number denotes the number of the type of inspection you are performing. For example, if you have 7 inspections in Windows inspections and you wish to create and perform another windows inspection, you will see 'Windows #8' as the title of the inspection for organisational purposes.
- Scroll down to the 'Inspection Items' section. As you perform your inspection, mark the items or sections according to their accompanying response option.
![clipboard_ee662449665f9cc101edc548256aed988.png](https://en-gb.support.procore.com/@api/deki/files/17229/clipboard_ee662449665f9cc101edc548256aed988.png?revision=1&size=bestfit&width=650&height=307)
Note: Each inspection item has an activity feed that includes the following information: Response Changes, Attachments, Photos, Comments and Observations.
- If you are performing an inspection that includes a section that is no longer applicable to the project, toggle the Mark section as N/A on to mark all inspection items in that section as N/A. Any previously marked inspection items in that section will be overridden with N/A and the section will be collapsed. Expand the section again by clicking the caret on the right or turn off the toggle by clicking it again. This gives the items in a section no status and the history will reflect the status changes.
- Optional: Add comments to an inspection item.
- Optional: Add attachments to an inspection item.
- Optional: Create an observation from an inspection.
- As you perform the inspection, the wheel at the top of the page will provide a breakdown of your responses.
![inspections-view-piechart.png](https://en-gb.support.procore.com/@api/deki/files/11649/inspections-view-piechart.png?revision=1)
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Step 5: Close the Inspection
Once the inspection has been performed, the final step is to close the inspection.
See Close an Inspection OR
Click here to view the steps.
- Navigate to the Project level Inspections tool.
- Click View next to the inspection you want to close.
- Click the vertical ellipsis
and select Close.
- Click Confirm.
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