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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.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application.

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?

Inspections Tutorials

Action

None

Read Only

Standard

Admin

Notes

Add a Contact when Performing an Inspection
Web| iOS| Android

   

Icon Mindtouch Table Check Gp

Icon Mindtouch Table Check Gp

Users must also have 'Read Only' level permissions or higher to the project's Directory tool with the 'Create Contacts (Where Available)' granular permission

Add a Related Item to an Inspection
Web

     

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Add Comments to an Inspection Item
Web| iOS| Android

   

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Icon Mindtouch Table Check

 

Add Company Level Inspection Templates to Your Project
Web

     

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Add Conditional Logic to a Project Level Inspection Template
Web

     

Icon Mindtouch Table Check

 

Add Attachments to Inspection Items
Web| iOS| Android

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Add Signers to an Inspection
Web| iOS| Android

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Add Signers to an Inspection Item
Web| iOS| Android

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Bulk Create Inspections
Web| iOS| Android

 

Icon Mindtouch Table Check Gp

Icon Mindtouch Table Check Gp

Icon Mindtouch Table Check

 

Clone a Project Inspection Template to a Company
Web| iOS| Android

     

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Close an Inspection You Created
Web| iOS| Android

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Close Any Inspection
Web| iOS| Android

     

Icon Mindtouch Table Check

 

Configure Advanced Settings: Inspections
Web

     

Icon Mindtouch Table Check

 

Create a New Location for an Inspection
Web| iOS| Android

   

Icon Mindtouch Table Check Gp

Icon Mindtouch Table Check Gp

The 'Only allow locations to be created in the Location Manager' setting must be disabled in the Locations settings of the project's Admin tool.

Create an Inspection
Web| iOS| Android

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Create an Inspection Programme
Web

 

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  • Create/Edit Inspection Programmes

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Create a Reinspection
Web| iOS| Android

   

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  • Create a Reinspection

Icon Mindtouch Table Check

 

Create a Project Level Inspection Template
Web

     

Icon Mindtouch Table Check

 

Create an Observation from an Inspection
Web| iOS| Android

   

Icon Mindtouch Table Check Gp

Icon Mindtouch Table Check Gp

Users must also have 'Standard' level permission or higher on the Observations tool.

Create Project-Only Equipment
Web

   

Icon Mindtouch Table Check Gp

Icon Mindtouch Table Check Gp

Users must also have one of the following permissions to the project's Equipment tool:

  • 'Read Only' with the 'Create Project-Only Equipment' granular permission.

  • 'Standard' or 'Admin'

Delete an Inspection
Web

     

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Delete an Inspection Template
Web

     

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Edit a Project Level Inspection Template
Web

     

Icon Mindtouch Table Check

 

Edit an Inspection Programme
Web

 

Icon Mindtouch Table Check Gp

  • Create/Edit Inspection Programmes

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Edit an Inspection You Created
Web| iOS| Android

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Edit Any Inspection
Web| iOS| Android

     

Icon Mindtouch Table Check

 

Email Inspections
Web| iOS| Android

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Export an Individual Inspection
Web

 

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Perform an Inspection
Web| iOS| Android

   

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Icon Mindtouch Table Check

 

Retrieve an Inspection From the Recycle Bin
Web

     

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Search and Filter for Inspections
Web| iOS| Android

 

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Sign a Completed Inspection
Web| iOS| Android

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

Sign an Inspection Item
Web| iOS| Android

   

Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

View Inspection Programme
Web

 

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Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

View Project Inspection Insights Web

 

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  • View Project Inspections Insights

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  • View Project Inspections Insights

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View Project Level Inspections (Not Private)
Web| iOS| Android

 

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Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

View Project Level Inspections (Private)
Web| iOS| Android

 

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Icon Mindtouch Table Check Gp

Icon Mindtouch Table Check

'Read Only' and 'Standard' level users must also be the Inspection's CreatorAssigneePoint of ContactRequested Signature or a member of the Distribution List.

View the Activity Feed of Items in an Inspection
Web| iOS| Android

 

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Icon Mindtouch Table Check

Icon Mindtouch Table Check

 

View Change History of an Inspection
Web

     

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View Signatures on an Inspection
Web| iOS| Android

 

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Icon Mindtouch Table Check