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Create Inspection Entries

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Objective

To create Inspection entries in the project's Site Diary tool. 

Background

The Inspections section tracks inspections made by third-party inspectors that occur throughout the project. Use this section if you do not have Inspections on your project.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Site Diary tool.

Steps

  1. Navigate to the project's Site Diary tool.
  2. Scroll to the Inspection section.
  3. Enter the following information:

    • #: This uneditable field counts the number of entries in a section (e.g. the first entry created will be # 1, and the second entry will be # 2).

    • Register Date: This field specifies the date that the site diary entry applies to. This field will only display when viewing multiple days in the Site Diary tool and is uneditable.

    • Start: Enter the starting time by selecting the hours and minutes from the drop-down menus.

    • End: Enter the ending time by selecting the hours and minutes from the drop-down menus.

    • Inspection Type: Enter the type of inspection that was performed.

    • Inspecting Entity: Enter the type of inspector that performed the inspection.

    • Inspector Name: Enter the name of the person who performed the inspection.

    • Location: Select a location from the Location drop-down menu.
      Note: If the project allows for locations to be created from other tools, you can also create a new location to select. See How do I add a multi-tiered location to an item?

    • Area: (Optional) Enter the area within the specified location that was inspected. 

    • Comments: Enter any comments that may be needed to further describe the entry.

    • Attachments: Attach any additional files to the entry. Click Attach File(s) and then drag-and-drop a file from your computer to the Drag and Drop your File(s) area or click Upload Files to select a file from your computer. Once you save your item, users will be able to view the attachment in Procore's viewer or download the attachment. 

  4. Click Create.