Configure Advanced Settings: Project Level Inspections

Things to Consider

Prerequisites

Steps

  • Configure the Inspection Tool's Settings

  • Manage Inspection Templates

  • View and Retrieve Deleted Inspection Templates

Configure the Inspections Tool's Settings

  1. Navigate to the Project level Inspections tool.

  2. Click the Configure Settings icons-settings-gear.png icon.

  3. Click Configurations.

    • Default distribution: Click the Select drop-down menu and select one or more users to add them as default members of each inspection's distribution list.

    • Private by default: Mark this checkbox if you would like all inspections created to be private by default. This means that only 'Admin' users, members of the distribution list, and users designated as 'Assignee(s)' will have access to the inspection.

    • Configure Notifications: Choose who will receive an email or push notification when an action or event occurs in the Inspections tool. Note: To reset notifications to the default configuration, click 'Reset to Default'.

    • Click Update to save your notification settings.

inspection-notification-settings.png

Manage Inspection Templates

  1. Navigate to the Project level Inspections tool.

  2. Click the Configure Settingsicons-settings-gear.pngicon.

  3. Click Templates.

    • Add or delete Company level inspection templates to or from your project.

    • Manage Project level inspection templates.

View and Retrieve Deleted Inspection Templates

  1. Navigate to the Project level Inspections tool.

  2. Click the Configure Settingsicons-settings-gear.pngicon.

  3. Click Template Recycle Bin.

  4. Click View on the template you want to view or retrieve.

  5. If you want to retrieve the template from the Recycle Bin, click Retrieve.

See Also

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