Create an Inspection (iOS)

Objective

To create an inspection in the Procore app using an iOS mobile device.

Things to Consider

• Required User Permissions
• You can configure what items are created with the quick create  icon, see Configure Quick Create Settings.

Prerequisites

• Create a Company Level Inspections Template
• Add Inspection Templates to Your Project

Steps 

1. Open the Procore app on an iOS mobile device and select a project.
   Note: This loads the Tools screen for the project.
2. Tap the quick create  icon and select Inspection.
   OR
   Tap the Inspections tool and tap the create  icon.
3. Tap the template you want to use for the inspection.
   Note: Inspection templates are created by users with 'Admin' permissions to the Company level Inspections tool. If none appear here, contact an Inspections Admin user to have them Create a Company Level Inspection Template or Add Inspection Templates to Your Project.
4. Tap into the following fields to add the appropriate information:
   • Status: Select the status of the inspection. New inspections are in 'Open' status by default.
     Note: An inspection's status should be set to 'open' when someone begins performing the inspection. It should remain open until there are no more deficient items on the inspection. At this point, you should change the status to 'closed' to indicate that no further action is needed.
   • Add Attachments: 
     •  Camera: Tap to open your device's camera and take a photo to add to the inspection. 
     •  Photos: Tap to select an image from your device's photo library or Procore Photos. After you select the photos, click Add or Done.
     •  Files: Tap to select a saved file from your device's files.
   • Trade: Select a trade related to your inspection.
     Note: If you do not have trades added to your company, the 'Trade' field will appear as an empty field. You will need to add these to the Company level Admin tool before you can fill this field out. See Add or Delete Trades.
   • Inspection Date: Select the date the inspection is taking place.
   • Due Date: Select the date the inspection needs to be completed by. 
   • Assignees: Select one or more assignees that will be responsible for the inspection. ​​​
   • Location: Select a location associated with the inspection.
     Note: You can also scan a location's QR code to enter a location:
     1. Tap the QR code  icon in the upper right on the Locations menu.
     2. Point the camera of your device to the QR code to scan it.
        Procore automatically scans your location and adds it to the inspection.
   • Responsible Contractor: Select the company that performed the work to be inspected.
     Note:
     • If you selected a point of contact before this, you will only be able to choose from the contractor that point of contact is associated with.
     • If no contracting companies exist in the project's Directory, you will not be able to select a 'Point of Contact'.
   • Point of Contact: Select a person to be the point of contact for the inspection. If you selected a 'Responsible Contractor' before this, you will only be able to choose a contact who is associated with that company.
     Note: Only users with 'Standard' level permissions or above on the Observation tool may be listed as the Inspection's 'Point of Contact'.
   • Specification Section: Select a specification section to associate with the inspection.
   • Private. Move the toggle to the ON  or OFF  position. Private inspections are only visible to the 'Point of Contact', 'Assignee(s)', members added to the inspection's distribution list, and 'Admin' level users on the project's Inspections tool.
   • Description: Enter a description of the inspection.
5. Tap Create.

See Also

• Edit an Inspection (iOS)