Quais permissões granulares estão disponíveis para a ferramenta Inspeções de nível de projeto?

Background

In Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned .

The table below shows the granular permissions that are available for the project's Inspections tool.

Responder

Beta

Most Granular Permissions for the project-level Inspections tool listed below are currently in open beta and must be enabled via Procore Explore for access.

Company Administrators can enable the The Inspections: Granular Permissions Beta in Procore Explore (US 2 | UK).

The following permissions are exceptions to this beta requirement and are available by default:

  • Create a Reinspection

  • Create and Edit Inspection Schedules

  • View Project Inspection Insights

Granular Permission Name

Granular Permission Description

Add Attachments to Inspection Items

Grants a user the privilege to upload and attach files to specific items within an inspection.

Add Comments to an Inspection Item

Grants a user the privilege to add text comments to individual items within an inspection.

Bulk Create Inspections

Grants a user the privilege to generate multiple inspections simultaneously.

Can be Assigned to Inspections

Allows the user's name to appear as a selectable option in the "Assignee" field of an inspection.

Can be included on distribution lists

Allows the user's name to be added to an inspection's distribution list to receive relevant updates and emails.

Close an Inspection the User Created

Grants a user the privilege to mark an inspection as "Closed," provided they were the original creator.

Close an Inspection where You are the Assignee

Grants a user the privilege to close an inspection if they are the designated assignee.

Close any Inspection

Grants a user the privilege to close any inspection in the project, regardless of creator or assignee.

Configure Inspections

Grants a user the privilege to access and modify the backend configuration settings for the project's Inspections tool.

Create a Project Level Inspection Template

Grants a user the privilege to build new inspection templates specifically for the project.

Create a Reinspection

Grants a user the privilege to create a reinspection in the project's Inspection tool.

Create an Inspection

Grants a user the privilege to create a brand-new inspection.

Create/Edit Inspections Schedules

Grants a user the privilege to create or edit schedules for inspections in the project's Inspection tool.

Delete an Inspection Schedule

Grants a user the privilege to permanently remove an existing inspection schedule.

Delete and Retrieve an Inspection Template

Grants a user the privilege to delete an inspection template or restore it from the recycle bin.

Delete and Retrieve any Inspection

Grants a user the privilege to delete any inspection or restore it from the recycle bin.

Edit a Project Level Inspection Template

Grants a user the privilege to modify an existing inspection template at the project level.

Edit any Inspection

Grants a user the privilege to alter the details of any inspection in the project.

Edit any Inspection where You are the Assignee

Grants a user the privilege to modify an inspection only if they are listed as the assignee.

Edit any Inspection You created

Grants a user the privilege to modify an inspection only if they were the one who originally created it.

Email Inspections

Grants a user the privilege to send inspection details to others via email directly from the tool.

Export an Individual Inspection

Grants a user the privilege to export a single inspection into a downloadable file format (like a PDF).

Export an Individual Inspection with Observations

Grants a user the privilege to export a single inspection along with any linked observations attached to it.

Import Company Level Inspection Templates to Your Project

Grants a user the privilege to copy existing inspection templates from the overarching company level down into the specific project.

Manage Project Saved Views

Grants a user the privilege to create, edit, or delete custom filtered views of the inspections list.

Perform an Inspection

Grants a user the privilege to actively fill out, respond to items, and execute an inspection.

Reopen an Inspection where You are the Assignee

Grants a user the privilege to change a closed inspection back to an open status if they are the assignee.

Reopen an Inspection You created

Grants a user the privilege to reopen a closed inspection if they were the original creator.

Reopen any Inspection

Grants a user the privilege to reopen any closed inspection in the project.

Search and Filter for Inspections

Grants a user the privilege to utilize search bars and filter criteria to find specific inspections.

Sign an Inspection

Grants a user the privilege to apply a digital signature to the overall inspection.

Sign an Inspection Item

Grants a user the privilege to apply a digital signature to an individual line item within an inspection.

View all Private Inspections

Grants a user the privilege to see all inspections marked as "Private" across the entire project.

View Change History of an Inspection Schedule

Grants a user the privilege to see the audit log of who changed what on an inspection schedule.

View Change History of any Inspection

Grants a user the privilege to view the audit log of edits and updates made to any inspection.

View Emails Linked to an Inspection

Grants a user the privilege to read email correspondence that has been attached or linked to an inspection.

View Inspection schedules

Grants a user the privilege to see the schedules established for upcoming inspections.

View Private Inspections Associated to Users in the Same Company

Grants a user the privilege to see private inspections, but only if they are associated with another user who belongs to their same company.

View Project Inspection Insights

Grants a user the privilege to view analytical dashboards and data insights related to the project's inspections

View Project level Inspections

Grants a user the core privilege to view the standard list of inspections on the project.

View Related Items

Grants a user the privilege to see other linked items (such as RFIs, Observations, or Drawings) attached to an inspection

View Signatures on an Inspection

Grants a user the privilege to see the digital signatures that have been applied to an inspection.

View the Activity Feed of Items in an Inspection

Grants a user the privilege to view the chronological feed of updates and actions taken on specific inspection items

See Also

Loading related articles...