Clone a Project Inspection Template to a Company

Objective

To clone a project inspection template to a company.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the Company level Inspections tool.

  • Additional Information:

    • Project level item references will not carry over to Company level templates.

Prerequisites

Steps

  1. Navigate to the Project level Inspections tool.

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

  3. Click the Templates tab.

  4. Click View.

  5. Click the ellipsis icon-ellipsis-vertical.png icon, then click Clone to Company.
    Note: Project level item references will not carry over to Company level templates.
    clone-project-inspection-to-company.png