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Procore Support (en-au)

How do I apply the site safety inspection template to a project?

Answer

The Inspections tool includes an industry-led Site Safety Audit Inspection template that you can use as starting point for customizing your project's own site safety template. 

To view the template and apply it to a project:

  1. Navigate to the company's Inspections tool (Note: You must have 'Admin' level permissions to the Inspections tool). 
  2. In the Inspections page, locate 'Procore Example Template - Site Safety Inspection' in the list.
  3. Click the View button.
    The following illustration shows you the template.

    site-safety-template.jpg
     
  4. If you want to edit the template to suit your company's specific business needs, see Edit a Company Level Inspections Template.
  5. After customizing the template, you can apply it to a project in your company's account. See Add Inspection Templates to Your Project.

See Also