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Procore

Project Inspections - User Permissions

Inspections

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Project level Inspections tool?

Action None Read Only Standard Admin Notes

Add a Related Item to an Inspection

 Web

      icon-mindtouch-table-check.png

 

Add Comments to an Inspection Item

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
  • On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Add Company Level Inspection Templates to Your Project 

 Web

      icon-mindtouch-table-check.png

 

Add Attachments to Inspection Items

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
  • On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Add Signers to an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
  • 'Standard' level users can add as many signers to an inspection as necessary.

Add Signers to an Inspection Item

 Web     iOS     Android

   

icon-mindtouch-table-check-gp.png

+ Create Contact

icon-mindtouch-table-check-gp.png

+ Create Contact

  • On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
  • 'Standard' level users can add as many signers to an inspection as necessary.

Close an Inspection You Created

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Close Any Inspection

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Inspections

 Web

      icon-mindtouch-table-check.png  

Create an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Create a Project Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Create an Observation from an Inspection

 Web     iOS     Android

   

icon-mindtouch-table-check-gp.png

 

icon-mindtouch-table-check-gp.png

 

  • Users must also have 'Standard' level permission or higher on the Observations tool to take this action.
  • On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Delete an Inspection

 Web

      icon-mindtouch-table-check.png  

Create an Inspection Programme

 Web

 

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  • Create/Edit Inspection Programmes
check-green2.png icon-mindtouch-table-check.png  

Delete an Inspection Template

 Web

      icon-mindtouch-table-check.png  

Edit an Inspection You Created

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png

On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Edit Any Inspection

 Web     iOS     Android

      icon-mindtouch-table-check.png

On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Edit a Project Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Edit an Inspection Programme

 Web

 

icon-mindtouch-table-check.png

  • Create/Edit Inspection Programmes
check-green2.png icon-mindtouch-table-check.png  

Email Inspections

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export an Individual Inspection

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Perform an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Retrieve an Inspection From the Recycle Bin

 Web

      icon-mindtouch-table-check.png  

Search and Filter for Inspections

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
 

Sign a Completed Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Sign an Inspection Item

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

View Project Level Inspections

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Activity Feed of Items in an Inspection

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
 

View Change History of an Inspection 

 Web

      icon-mindtouch-table-check.png  

View Signatures on an Inspection

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.