Inspections - Clone Inspections Templates at Project Level
Need ability to clone inspections at the project level like can be done at the company level. This should apply to both company templates as well as project created inspections.
We are currently exploring options to bring this type of functionality to the Inspections tool. I will update this ticket with any applicable updates!
Mary-Kate Sutter commented
Ability to copy project or company level inspection templates and "save as". For example if templates are very similar, instead of starting from scratch, can copy and edit fields.
Corina Z. commented
Would like the option to clone the items in a project template. Currently the best workaround is to use the 'Quick-add' feature and copy and paste from an external document. The clone feature would be very helpful at the project level for users that do not have admin permissions to the company level Inspections tool and would save a lot of time by eliminating the copying and pasting.
Tom Rau commented
this would make developing project specific inspection forms much easier.
Brianna L Parker commented
This was noted as "Under Review" over 10 months ago. Any update about the status of this suggestion?
Brianna L Parker commented
Definitely needed. It would be very helpful to be able to clone a company level template at at project level so it can be edited. Some projects have specific needs within a certain inspection and it would take hours to manually create them all.
Michael Beadle commented
Integrating the cloning with information population based on the 'location' and/or 'trade' would save significant time for the field crews; these inspections are almost always repetitive by room, floor, or by subcontractor within a given project and project type.
Michael Martin commented
It would be much easier to clone an inspection at the project level for a new project and then have it populate over to the company level inspections templates just part of the flow vs. switching tab etc.
Mike Ernst commented
Our field staff is starting to taking the inspection process offline because of the inability to strike items from the company templates and make them project-specific. Cloning to make a project-level template should keep the fidelity of the applicable data (i.e., remaining items), yet keep everyone in Procore.
Lisa Leighton commented
We need the ability for our company level inspections to be copied to a project level inspection that can be fully edited. Not all items apply on all projects and it creates a lot of extra time to mark items as NA each time.
Geoff Clary commented
Add the ability to clone an inspection template on the project level. For example, if i have a framing inspection specific to building 1, it would be way more efficient to clone this inspection, make the changes necessary, and then I would have two framing inspections that are specific to their respective buildings.
Maria Rodriguez commented
Any update on this implementation that you could share with us? Thank you.
Pierina Clivio commented
I think it should be very useful to start a new inspection from the inspection we already did. I am used to work with a program that allowed to do that and i find this very helpful, because we don´t have to spend time re checking item that we have already checked. We can focus only in the items that are not checked in others visits we did to the field or items that are not correctly approved. But we don´t spend time in re viewing items that are already checked. Thank you .