This article reviews how to add an Inspector for your projects.
First, click on Inspectors and ‘View Inspectors’.
Then, click on the + Add Inspector button in the top right.
You will be presented with the below screen to fill in the details for your Inspector.
The Type of Inspector is for you to indicate if they are an inspector for your company, a general contractor or a subcontractor.
General Contractor: If you select this General contractor Type, you may see a GC Admin checkbox appear. Check this if you would like the user to be automatically added as a contact to all projects the GC is assigned to. If you don't click the GC admin box, then that user must be added to each project as a contact. You will also have to select the GC company that the user is associated with in the section below.
Client Admin: If you select the main client as the Inspector Type, you will see the Client Admin checkbox. Select this if you would like the user to have access to all projects and have the ability to configure information and add inspectors.
Continue down the screen to fill in their contact information and job title.
Check the box if they should have access to CS Tracker or CS Inspect. CS Tracker is utilized for entering incidents and work hours.
Add Inspector to the Project
Once you add the contact information for the inspector, next you will need to add them to the Project.
Without being added to the project, they cannot add any hours or inspections to the platform.
In the menu at the top, select ‘Projects’
Click on the blue project name that you would like to add the inspector to.
If the inspector is a subcontractor, you add them in the ‘Choose Subcontractors and Add Contacts’ drop down.
If the Inspector is an owner, you can find them in the drop down and select them.
If the Inspector is a General Contractor, select them from the drop down list.
If the user is not a GC Admin, you will need to then select the company name and add the user's contact information.
Add the Inspector to the Project and click Save at the bottom.