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Procore Support (en-au)

How can I use the '[OSHA] Daily Inspection of Trenches and Excavations' inspection template on my project?

Background

Procore has added a new inspection template called '[OSHA] Daily Inspection of Trenches and Excavations'. 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.

This template is by no means all-inclusive. We recommend that you add items or delete items that do not apply to your business. We recommend you carefully consider each item before deciding to delete it. We recommend you refer to OSHA standards for specific guidance that may apply to your work situation.

 Important
Use of this template does not guarantee compliance with any applicable laws and regulations, nor does it guarantee avoidance of any specific incident. We recommend that you contact your attorney to obtain advice with respect to any particular issue.

Preview

inspections-osha-daily-inspection-of-trenches-and-excavations.png

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

Click here to view the steps.  

  1. Navigate to the Company level Inspections tool.
  2. Locate the template and click Edit.
  3. Choose from these editing options:
    • To modify a field, click on any of the editable fields and either type over the existing entry or select a different entry from the drop-down list. 
    • To change the Standard Response Phrasing, click the desired response set.
      Note: The response phrasing you select will apply to ALL items in this template, including items in previous inspections created from this template.

      2019-02-01_11-30-51.png
       
    • To add or edit an item's response type, in the Response Types dropdown menu, select one of the following options:
      • Default 
        • Standard: Users can respond to items by selecting Pass/Safe, Fail/At Risk or N/A.
        • Number: Users can respond to items in the form of any positive or negative number up to 15 characters.
        • Text:  Users can respond to items with free-form text. There is no character limit to text responses.
        • Date: Users can respond to items by adding an appropriate date.
      • Multiple Response
    • To delete a template item, click the 'x' to the right of the item heading.
    • To delete a template section, click the 'x' to the right of the section heading. Click Delete to confirm your decision to delete the section.
    • To add an item, click into the empty row beneath the section's last inspection item (see following image).
      Note: You can use a drag-and-drop operation to reorder items in an inspections section.
    • To add a Section, click + Add section to add a section to your inspection template. Enter a title for your section. When you are done, simply click out of the section. 
      Note: You can use a drag-and-drop operation to reorder items in an inspections section.
  4. Click Update to save your changes.

Back to Steps


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.  

  1. Navigate to the Company level Inspections tool.
  2. Locate the template and click Edit.
  3. Choose from these editing options:
    • To modify a field, click on any of the editable fields and either type over the existing entry or select a different entry from the drop-down list. 
    • To change the Standard Response Phrasing, click the desired response set.
      Note: The response phrasing you select will apply to ALL items in this template, including items in previous inspections created from this template.

      2019-02-01_11-30-51.png
       
    • To add or edit an item's response type, in the Response Types dropdown menu, select one of the following options:
      • Default 
        • Standard: Users can respond to items by selecting Pass/Safe, Fail/At Risk or N/A.
        • Number: Users can respond to items in the form of any positive or negative number up to 15 characters.
        • Text:  Users can respond to items with free-form text. There is no character limit to text responses.
        • Date: Users can respond to items by adding an appropriate date.
      • Multiple Response
    • To delete a template item, click the 'x' to the right of the item heading.
    • To delete a template section, click the 'x' to the right of the section heading. Click Delete to confirm your decision to delete the section.
    • To add an item, click into the empty row beneath the section's last inspection item (see following image).
      Note: You can use a drag-and-drop operation to reorder items in an inspections section.
    • To add a Section, click + Add section to add a section to your inspection template. Enter a title for your section. When you are done, simply click out of the section. 
      Note: You can use a drag-and-drop operation to reorder items in an inspections section.
  4. Click Update to save your changes.

Back to Steps


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.  

  1. Navigate to the Company level Inspections tool.
  2. Locate the template and click Edit.
  3. Choose from these editing options:
    • To modify a field, click on any of the editable fields and either type over the existing entry or select a different entry from the drop-down list. 
    • To change the Standard Response Phrasing, click the desired response set.
      Note: The response phrasing you select will apply to ALL items in this template, including items in previous inspections created from this template.

      2019-02-01_11-30-51.png
       
    • To add or edit an item's response type, in the Response Types dropdown menu, select one of the following options:
      • Default 
        • Standard: Users can respond to items by selecting Pass/Safe, Fail/At Risk or N/A.
        • Number: Users can respond to items in the form of any positive or negative number up to 15 characters.
        • Text:  Users can respond to items with free-form text. There is no character limit to text responses.
        • Date: Users can respond to items by adding an appropriate date.
      • Multiple Response
    • To delete a template item, click the 'x' to the right of the item heading.
    • To delete a template section, click the 'x' to the right of the section heading. Click Delete to confirm your decision to delete the section.
    • To add an item, click into the empty row beneath the section's last inspection item (see following image).
      Note: You can use a drag-and-drop operation to reorder items in an inspections section.
    • To add a Section, click + Add section to add a section to your inspection template. Enter a title for your section. When you are done, simply click out of the section. 
      Note: You can use a drag-and-drop operation to reorder items in an inspections section.
  4. Click Update to save your changes.

Back to Steps


Step 4: Perform the Inspection

 Tip
Inspections can also be performed using Procore's iOS and Android mobile applications. See Perform an Inspection (iOS) and Perform an Inspection (Android).

See Perform an Inspection OR

Click here to view the steps.  

  1. Navigate to the Company level Inspections tool.
  2. Locate the template and click Edit.
  3. Choose from these editing options:
    • To modify a field, click on any of the editable fields and either type over the existing entry or select a different entry from the drop-down list. 
    • To change the Standard Response Phrasing, click the desired response set.
      Note: The response phrasing you select will apply to ALL items in this template, including items in previous inspections created from this template.

      2019-02-01_11-30-51.png
       
    • To add or edit an item's response type, in the Response Types dropdown menu, select one of the following options:
      • Default 
        • Standard: Users can respond to items by selecting Pass/Safe, Fail/At Risk or N/A.
        • Number: Users can respond to items in the form of any positive or negative number up to 15 characters.
        • Text:  Users can respond to items with free-form text. There is no character limit to text responses.
        • Date: Users can respond to items by adding an appropriate date.
      • Multiple Response
    • To delete a template item, click the 'x' to the right of the item heading.
    • To delete a template section, click the 'x' to the right of the section heading. Click Delete to confirm your decision to delete the section.
    • To add an item, click into the empty row beneath the section's last inspection item (see following image).
      Note: You can use a drag-and-drop operation to reorder items in an inspections section.
    • To add a Section, click + Add section to add a section to your inspection template. Enter a title for your section. When you are done, simply click out of the section. 
      Note: You can use a drag-and-drop operation to reorder items in an inspections section.
  4. Click Update to save your changes.

Back to Steps


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.  

  1. Navigate to the project's Inspections tool.
  2. Click View next to the inspection you want to close. 
  3. Click Close.

Back to Steps