Create Project Level Inspection Template

New Inspection Template

Note: This must be done via Procore online.

In the Inspections page, click the cog/setting symbol next to the page title.

This will take you straight to the Templates setting page – from here, click +Create in the top right-hand corner.

In the General Information section enter the name of your inspection, and select the type and trade form the dropdown lists.

• Add a short description of what the inspection is for, and add any attachments. 

Scroll down the page to the Inspection Items section. 

Click +Add Section.

Enter the section title (e.g. Site Control & Management from the Weekly HSSQ Inspection template).

Click +Add Item to add your inspection points/questions.

Enter the item name/question.

If there are further details or notes you would like add to help the person who completes the inspection, add the, to the Details line. 

Select the Response Type from the provided dropdown. 

To delete a section or item, click the bin symbol next to it.

You can re-order the items if you click and drag on the symbol highlighted below next to the relevant item.

Repeat this process until all of your sections and items are entered – then click Create at the bottom of the page. 

This will now show you your completed Inspection Template.

If you need to edit the template, click Edit in the top right-hand corner. 

If you want to delete the template, click the three dots in the top right-hand corner then select Delete.