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Configure Advanced Settings: Project Level Inspections

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Objective

To configure the advanced settings for your project's Inspections tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Inspections tool.

Prerequisites

Steps

Configure the Inspections Tool's Settings

  1. Navigate to the Project level Inspections tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Configurations.
    • Default distribution: Click the Select drop-down menu and select one or more users to add them as default members of each inspection's distribution list.
    • Private by default: Mark this tickbox if you would like all inspections created to be private by default. This means that only 'Admin' users, members of the distribution list and users designated as 'Assignee(s)' will have access to the inspection.
    • Force user to create an Observation on item failure: Mark this tickbox if you would like 'Standard' or 'Admin' users to be taken directly into the observation creation screen when they mark an inspection item as Failed. 
      Notes:
      • Observation creation upon item failure will only be enforced if the user performing the inspection has 'Standard' or 'Admin' permissions on the Observations tool.
      • If the creation of an observation is cancelled, Procore will reset the status of the inspection item to 'No Status'.
      • The user performing the inspection must have permission to create an observation and must be using Procore for iOS version 6.11 or later or Procore for Android version 6.6.27 or later. If these conditions are not met, then the user will still be able to perform inspections and create observations, but they will not be automatically prompted to create an observation if they mark an inspection item as 'Fail'.
    • Configure Notifications: Choose who will receive an email or push notification when an action or event occurs in the Inspections tool.
      Note: To reset notifications to the default configuration, click 'Reset to Default'.
      • Mark the tickboxes for the roles you want notifications to be sent to for each available action or event listed:
        • Creator
        • Assignee
        • Distribution Group
        • Point of Contact
        • Signature Assignee
      • Mark one or both of the 'Notification Type' tickboxes:
        • Email
        • Push (iOS and Android)
      • Click Update to save your notification settings. 

inspection-notification-settings.png

Manage Inspection Templates

  1. Navigate to the Project level Inspections tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Templates.

View and Retrieve Deleted Inspection Templates

  1. Navigate to the Project level Inspections tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Template Recycle Bin.
  4. Click View on the template you want to view or retrieve.
  5. If you want to retrieve the template from the Recycle Bin, click Retrieve.