Pular para o conteúdo principal
Procore

Como uso o modelo de inspeção “Inspeção de segurança do local” em meu projeto?

  1. Última atualização
  2. Salvar como PDF

Resposta

A ferramenta Inspeções de nível de empresa inclui um modelo de Inspeção de segurança do local com base no setor e que você pode usar como um ponto de partida para personalizar o modelo de segurança do local para seu projeto. 

Visualização

inspections-site-safety-inspection.png

Etapas

Etapa 1: opcional. Editar o modelo de inspeção no nível de empresa

Se você quiser fazer alterações no modelo de inspeção que venham a afetar todos os projetos nos quais o modelo é usado, recomendamos que edite o modelo de inspeção no nível de empresa antes de adicionar o modelo aos seus projetos.

Consulte Editar um modelo de inspeção de nível de empresa OU

Clique aqui para visualizar as etapas.  

  1. Navigate to the Company level Inspections tool.
  2. Locate the template and click Edit.
  3. Under General Information, click on any editable field to make your changes.
  4. Under Inspection Items, click on any editable field to make your changes.
  5. To delete a template section or item, click the trash bin icon-delete-trash6.png icon at the end of the section or item.
  6. To bulk edit your inspection items, mark the checkbox next to the # symbol to select all the sections of your inspection.
    bulk-edit-inspections.png
  7. Choose from additional editing options:

Bulk Edit Response Type

  1. Click Edit Response Type
  2. Select the response type from the response type menu.
  3. Click Apply.

Bulk Edit Inspection Requirements 

  1. Click Edit Require Observations On or Edit Require Photos On.
    Note: If the requirement is not provided by the user, the inspection response will not be saved.  
    1. Status: You can select either a 'Conforming' or 'Deficient' status, or you can select both.
    2. Responses: You can select either 'Pass', 'Fail', or 'N/A' responses, or you can select a combination of the three. You can also select 'Not Required'. 
    3. Click 'X'  to remove any of your response types. 

Add Sections and Items

  1. Click + Add section to add more sections.
  2. Click + Add item to add more items.
  3. Click + Quick Add to quickly add multiple section items at one time.
    Note: You can reorder individual items within a section of your template by dragging your item with the reorder icon-reorder-grip.png icon. To reorder an entire section, click the toggle on icon-toggle-on-android.png icon next to Reorder Sections and drag the sections of your choice. Turn off Reorder Sections to continue creating your template. 
  4. Click + Add References to attach files from your computer for additional inspection item details.
  5. Click Update to save your changes.

Retornar para as etapas

Etapa 2: adicionar o modelo de inspeção a um projeto

É necessário adicionar o modelo de inspeção à ferramenta Inspeções de nível de projeto para que ele possa ser usado nesse projeto.

Consulte Adicionar modelos de inspeção de nível de empresa ao seu projeto OU

Clique aqui para visualizar as etapas.  

  1. Navigate to the Project level Inspections tool.
  2. Click the Configure Settings  icons-settings-gear.png  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.

Retornar para as etapas

Etapa 3: opcional. Editar o modelo de inspeção no nível de projeto

Se você quiser fazer alterações no modelo de inspeção que venham a afetar apenas um projeto no qual o modelo é usado, recomendamos que edite o modelo de inspeção no nível de projeto depois de adicioná-lo ao seu projeto.

Consulte Editar um modelo de inspeção de nível de projeto OU

Clique aqui para visualizar as etapas.  

  1. Navigate to the Project level Inspections tool.
  2. Click the Configure Settings icon-settings-gear-android.png icon.
  3. Click Templates.
  4. Click Edit next to the inspection template that you want to edit.
    Note: An icon-company-level.png icon indicates a Company level Inspection template has been added to the project. 
    inspections-company-level-managed.png
     
  5. Under 'General Information', edit the following fields:
    Note: If the template you are editing is a Company level Inspection template, certain fields cannot be edited in the Project level Inspections tool. These fields are indicated by an icon-company-level.png  icon.
    • Name icon-company-level.png: Title your inspection. This will show up on your inspections log page and will help you differentiate between your inspections within your project. This is a required field.
    • Type icon-company-level.png: Choose from the list of inspection types added to the company (e.g. Safety). (Note: If you have not added inspection types to your project, see Configure Advanced Settings: Company Level Inspections. You will need to have 'Admin' level permissions on the Company level Inspections tool.)
    • Trade icon-company-level.png (Optional): Give your inspection a trade (e.g. Electrical, plumbing). (Note: Your company's trade list can be managed at your company level's Admin tab under 'Trade Configuration.) 
    • Company Description icon-company-level.png: Company level Inspection templates may include a separate description.
    • Description (Optional): Include any relevant details about the inspection.
    • Attachments: Attach any relevant files to the templates by clicking Attach Files. 
      Note: If you try to create an inspection template without a name or with a name that already exists, there will be an error message that details the reason. You can create an inspection with the same name as one in the Recycle Bin, but once you name it, you cannot restore a template in the Recycle Bin without first editing an inspection template to change the name.
  6. To edit existing sections and items on the template, click on the field you want to edit. 
    Note: Existing sections and items cannot be edited on Company level inspection templates in the Project level Inspections tool.
  7. To delete a template section or item, click the trash bin icon-delete-trash6.png icon to the right of the item heading.
  8. To bulk edit your inspection items, mark the checkbox next to the # symbol to select all the sections of your inspection.
    bulk-edit-inspections.png
  9. Choose from additional editing options:

Bulk Edit Response Type

  1. Click Edit Response Type
  2. Select the response type from the response type menu.
  3. Click Apply.

Bulk Edit Inspection Requirements 

  1. Click Edit Require Observations On or Edit Require Photos On.
    Note: If the requirement is not provided by the user, the inspection response will not be saved.  
    1. Status: You can select either a 'Conforming' or 'Deficient' status, or you can select both.
    2. Responses: You can select either 'Pass', 'Fail', or 'N/A' responses, or you can select a combination of the three. You can also select 'Not Required'. 
    3. Click 'X'  to remove any of your response types. 

Add Sections and Items

  1. Click + Add section to add more sections.
  2. Click + Add item to add more items.
  3. Click + Quick Add to quickly add multiple section items at one time.
    Note: You can reorder individual items within a section of your template by dragging your item with the reorder icon-reorder-grip.png icon. To reorder an entire section, click the toggle on icon-toggle-on-android.png icon next to Reorder Sections and drag the sections of your choice. Turn off Reorder Sections to continue creating your template. 
  4. Click + Add References to attach files from your computer for additional inspection item details.
  5. Click Update to save your changes.

Retornar para as etapas

Etapa 4: realizar a inspeção

 Dica
Também é possível realizar inspeções usando os aplicativos móveis do Procore para iOS e Android. Consulte Realizar uma inspeção (iOS) e Realizar uma inspeção (Android).

Consulte Realizar uma inspeção OU

Clique aqui para visualizar as etapas.  

 Tip

To save time, use the TAB and ENTER keys on your keyboard to switch between sections and buttons.

  • When you press TAB, it will save your input and move to the next section or button.
  • When you press ENTER, it will activate the button you are on.
  1. Navigate to the Project level Inspections tool.
  2. Click View next to the inspection you want to perform.
  3. Scroll down to the 'Inspection Items' section. Respond to the items or sections according to their response option.
    Notes:
    • Each inspection item has an activity feed that includes the following information: Response Changes, Attachments, Photos, Comments, and Observations. 
    • If an item requires a signature, you may need additional permissions to create a contact if they are not already in your Directory. See Inspection User Permissions.
    • If you are performing an inspection that includes a section that is no longer applicable to the project, toggle the Mark section as N/A on to mark all inspection items in that section as N/A. Any previously marked inspection items in that section will be overridden with N/A, and the section will be collapsed. Expand the section again by clicking the caret on the right, or turn off the toggle by clicking it again. This gives the items in a section no status, and the history will reflect the status changes. 
  4. Optional: Add comments to an inspection item.
  5. Optional: Add attachments to an inspection item. 
  6. Optional: Create an observation from an inspection.
  7. As you perform the inspection, the wheel at the top of the page will provide a breakdown of your responses.

Retornar para as etapas

Etapa 5: fechar a inspeção

Após a realização da inspeção, a etapa final é fechar a inspeção.

Consulte Fechar uma inspeção OU

Clique aqui para visualizar as etapas.  

  1. Navigate to the Project level Inspections tool.
  2. Click View next to the inspection you want to close. 
  3. Click the vertical ellipsis icon-ellipsis-options-menu.png and select Close.
  4. Click Confirm.

Retornar para as etapas

 

If you would like to learn more about Procore's inspections management software and how it can help your business, please visit our construction site inspection software product page icon-external-link.png.