Leadership Inspection (Mobile Device)
This card gives a step-by-step guide on how to create a safety supervisor observation form on mobile device (iOS)
Prerequisite: Download Procore app on iOS device
Step 1: Open App
Step 2: Select dropdown at the top to change project
Step 3: Select the correct Procore instance & Project from the dropdown. To select instance select "< Back"
Step 4: Find Inspections Tile from the list of tools and click into it. If you select the + it will open a new inspection rather than opening the inspections homepage
Step 5: Inspections homepage will show all current inspections. Either find an existing inspection if you started it already, or select the orange + to create a new one.
Step 6: Choose inspection template. In this case choose: "Safety Supervisor Observation"
Step 7: New form will open. Now populate it with the below info:
- Distribution (this is who this form will be sent to)
- Responsible Contractor
- Point of Contact
- Worker Names
- Signature
Once above is entered select "Save"
Step 8: Inspection categories will then open. If any item is marked as "Fail" or X, you will need to create an observation.
To complete each section mark each it with tick or X. If the section is not applicable to your task, select "Mark Sections as NA"
Step 9: If any corrective actions were needed, enter them into the applicable section.
Step 10: If an item fails, you will be prompted to create an observation. When the observation is created, you need to add the following:
- Photos (if applicable)
- Title (if the default does not meet requirements)
- Assignee
- Distribution
- Location
- Due Date
Step 11: Enter the following:
- Hazard
- Contributing Condition
- Contributing Behavior
- Description
- Severity
- Scope
- Action required
Step 12: Click "Save" to complete