Bring in your existing inspection checklists, JSAs and toolbox talks

Most safety teams already have a library: inspection forms, JSAs / JHAs and toolbox talks built over years. Bring it into LaunchPad Safety instead of starting over. Your wording stays yours. Administrators and Safety Personnel can import.

Upload files

1. Open Safety library and click Bring in your existing library, then Upload files.
2. Choose one or more files: PDF (scans too), Word (.docx), Excel (.xlsx), PowerPoint (.pptx), text, or photos of paper forms. Up to 25 MB and 200 pages per file. Old .doc / .xls / .ppt files: save them as .docx / .xlsx / .pptx or PDF first.
3. Tick the box confirming the documents are your company's own (or you are licensed to use them), then click Import. Each file is read in turn; you see what came out of each one.

The agent: - Sorts each file into inspection templates, JSAs / JHAs and toolbox talks. A binder of JSAs or a book of weekly talks becomes one library document each. Pages that aren't safety documents (covers, contents) are skipped, with the reason. - Copies your wording exactly. It doesn't reword, add requirements or add regulation citations. - Sets aside what isn't a checklist item (header fields, signature lines, corrective action logs, notes boxes) and says where each lives in Procore. Open Set aside from the original on the document to see the list. - Notes for the reviewer say where it was unsure, and anything worth a second look. - Toolbox talks get a Spanish version, marked as a translation for a Spanish speaker to check.

Copy templates from Procore

If your templates are already in a Procore company, choose Copy from Procore, pick the company, tick the templates and click Copy. They are copied word for word, in Procore's order. This is how you bring a template from one Procore company into another you've connected: copy it in, approve it, then publish it to the other company.

Review, approve and publish

Every import arrives as a Draft marked Imported. Open it, click Open the original to compare, fix anything with Edit, then Approve. Then publish it to Procore and add it to your projects in Procore (the project's Inspections → Configure → Templates → Import).

Answers in Procore. Each item is answered with your company's own answer set when it has one with the same name (for example "Acceptable, Unacceptable, NA") or an Acceptable / Pass style set; otherwise with Procore's standard Pass / Fail / N/A, which every company has. So an S / U / N/A form is answered Pass (S), Fail (U) or N/A; the template's description in Procore says so. To keep your own labels, create the answer set once in Procore (Company Admin → Inspections) and use it on any template, then publish.