Inspection Template Administration
Important
The Manage Inspection Templates permission is required. Only members whose account role includes this permission can access the Inspection Templates admin area.
Inspection templates define the structure of every inspection conducted in Procorem Inspect. When an inspector opens an area, records a finding, and generates a report, everything they see—the items to evaluate, the categories and groups those items belong to, the defect classifications available, and the report types produced—comes from the template assigned to that inspection. As an account administrator, you build and maintain templates in the Admin section.
Templates start unpublished. All building and editing happens before you publish. Once published, inspection items are locked and cannot be added or removed. Publishing is permanent. There is no way to unpublish a template. To revise a published template, copy it and edit the copy. Active status controls availability. A published template must also be marked Active before it can be selected for new inspections. Marking a template Inactive removes it as an option for new inspections but does not affect inspections already using it.
To access inspection templates, go to your Account Overview and click Manage Account to access Account Settings. Then click Inspection Templates in the left navigation panel. The Inspection Templates list displays all templates defined for your account.
A default template is provided. When the Procorem Inspect module is enabled for your account, Procorem automatically creates a default NSPIRE inspection template. You can use it as-is or copy it as a starting point.
Template Overview
The Template Overview page is your hub for the template. Its content and available actions differ depending on whether the template is published.
Before publishing; after publishing
New templates are created unpublished and inactive. All structural setup, including areas, categories, groups, classifications, and inspection items, is done before you publish.
Template Structure: The Building Blocks
A template is built from four reference lists that combine to define inspection items
Areas—The physical or logical zones inspected (for example, Outside, Inside, Units). Each area can contain nested Locations (for example, Kitchen → Sink).
Categories—Broad groupings used to organize inspection items (for example, Health & Safety).
Groups—A finer level of organization within a category (for example, Electrical).
Classifications—Defect severity levels assigned to inspection items and findings (for example, Life-Threatening). Classifications flagged as **Is Critical** display in red in findings and appear in the Exigent Report.
Note
After a template is published, categories, groups, and classifications can still be renamed or reordered. Area names and sort orders can also be edited, but the Save button is hidden for areas linked to inspection items in a published template.
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You can rename a template or change its version while it is unpublished. Edit Details is not available after a template is published. To use a different name or version, copy the template and update the copy before publishing.
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You can permanently delete a template only while it is unpublished. Deleting a template permanently removes it along with all its areas, categories, groups, classifications, and inspection items.