Perform an Inspection (mobile)
In this video, you’ll learn how to perform an inspection from your iOS mobile device. Once the
correct inspection templates have been added to your project, you're ready to use one of them
to perform a new inspection on the jobsite. While you can choose to perform an inspection from
your computer or mobile device, Procore recommends that you perform an inspection on your
mobile device for a convenient experience while on the jobsite.
Inspections can help you and your team ensure that all work performed is in compliance with
the project’s specifications. It's critical to keep an accurate record of all project inspections as
protection and insurance. You can use the Inspections tool in Procore to create, perform, and
sign any inspections required on the jobsite.
Once your team’s Procore Admin has added the necessary inspection templates to your project,
you’re ready to perform an inspection. To perform this action, you’ll need at least ‘Standard’
level permissions or higher on the project level Inspections tool.
To start, navigate to the Inspections tool on your iOS mobile device. Tap the plus icon to create
a new inspection.
Since you can only create an inspection from a template, select the example Delivery
Inspection. From here, you can change the date, add the associated trade, location
responsible contractor, Point of Contact, and a relevant specification section. You can also set
the inspection to private so that only the inspection’s point of contact, inspector, and Admin
users on the Inspections tool will be able to access it. Next, you can add a description and an
attachment to provide additional context or special instructions for the inspector. When you’re
finished, tap Save.
Now you’re ready to perform an inspection. As you walk the jobsite, mark each item with the
appropriate response. To see the history of a particular inspection item, simply tap the
information icon. This shows you the item’s activity feed, which includes a record of when the
item’s status was changed, as well as when any photos were taken or any comments were
added. You can also add your own comments or photos, and, if during the inspection, you
identify an item that requires corrective action, such as noticeable damage from a conduit
delivery, you can tap Observations to quickly create an observation to send to the responsible
vendor.
When you return to the inspection, you’ll notice that items containing comments or photos will
include the following icons.
Once you’ve completed an inspection and all items are in a conforming state, you can add
signers to review and sign off on the inspection. Tap Add next to Signatures and select the
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appropriate team members. It’s important to note that any team member with ‘Standard’
permissions and above can be added as a signer to an inspection.
When you’re ready to add your signature, tap Sign next to your name and trace your signature
by dragging your finger across the touchscreen. Tap Submit to save your signature. Once a
signature has been added, the inspection status will automatically change from ‘Open’ to ‘In
Review’ and you will notice that Signed displays next to your name.
Once all required signatures have been gathered, tap Edit to change the inspection’s status to
Closed before hitting Save. It’s important to note that ‘Standard’ level users can only change
the status of an inspection that they have created. This closes the inspection and notifies all
users that all the items are in a conforming state and the inspection is complete.
Thanks for watching!
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