Add Company Level Inspection Templates to Your Project

Objective

To add company level inspections templates to your project.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Project level Inspections tool.
• Additional Information:
  • After a company template is copied to your project, it becomes a project template, which can be modified without affecting the company template from which it originated.

Prerequisites

• Create a Company Level Inspection Template

Steps

1. Navigate to the Project level Inspections tool.
2. Click the Configure Settings    icon.
   Note: For more information on configuring your advanced settings, see Configure Advanced Settings: Inspections.
3. Click the Templates tab.
4. Click Import Company Templates.
   Note: This button will be disabled if you have not first Created a Company Level Inspection Template.
5. Mark the checkbox next to one or more company inspection templates to use on this project.
   Notes:
   • Only templates that you haven't added to your project will appear for you to select.
   • To narrow your options down, filter templates by Type or Trade by clicking the Add Filter drop-down menu.
6. Click Import Templates.
   Note: Project templates may be modified here throughout the duration of the project, but changes will only be reflected on project inspections that are created from the modified template.

Next Steps

• Create a Project Level Inspection
• Perform an Inspection