Add the weather and crews fields to your Procore inspections (fieldset)

Procore's inspection header has no weather field of its own. LaunchPad Safety writes the job-site weather into a custom field on the inspection header when an inspection starts, and inspectors record the crews and subcontractors on site in another. Both have to exist in your Procore company and be on a fieldset for Safety inspections. This is done once per Procore company, in Procore. LaunchPad Safety can't do it for you: it needs the Admin rights on Procore's company Admin tool that the app doesn't ask for.

Before you start

• You need Admin rights on Procore's company-level Admin tool.
• Do this for each Procore company you connect. Fields and fieldsets belong to one company: a company you connect later starts without them, even if your first company has them.

Steps

1. Create the two custom fields. In Procore, open the company Admin tool and go to the custom fields for Inspections. Create:
   • Weather Conditions: type Rich Text (Long).
   • Crews and Subs On Site: type Project Directory User (Multi Select). A new field shows 0 Fieldsets until you add it to one in the next step.
2. Create the inspection fieldset. In the Admin tool, open Inspection Fieldset and create one, for example "Safety Inspection". In General Information, click Add Custom Field and add both fields. Leave them switched on and Required unticked. The banner at the top counts the custom fields in the fieldset (up to 10): it should say 2.
3. Use it for Safety inspections. Procore uses one fieldset per inspection type. Make sure the Safety type uses this fieldset.
4. Save, and apply it to your projects. Click Save Changes. When Procore asks Apply Changes to Projects?, click Apply Changes. This changes the inspection header only: your inspection templates and their items stay exactly as they are, and inspections already done are not changed.
5. Choose the weather field in LaunchPad Safety. Open Settings → Connect Procore and settings, find the company, choose Weather Conditions under Weather on each inspection, and click Save settings. See Choose your inspection template and corrective-action type.

If something goes wrong

• Weather Conditions isn't in LaunchPad Safety's weather list. The field isn't on an inspection fieldset yet (step 2), or it isn't a text type. Finish steps 1 to 4, then reload the settings page.
• Inspections show "Weather not recorded". Check the project has an address (with map location) in Procore. Weather comes from the US National Weather Service, so it is filled in for US projects only.
• The fields don't show on a project's inspections. The fieldset wasn't applied to that project. Open the fieldset, click Save Changes and Apply Changes again.

Good to know

• Add only the fields your inspections need. A field added by mistake (for example a contract signer) shows on every Safety inspection header; remove it from the fieldset.
• The LaunchPad Safety setup service can do these steps with you on a call.