Procore Quality and Safety
Once an incident has been investigated and resolved, its status should be changed to ________. a. Open b. Resolved c. Closed d. Archived
c. Closed
Users must have at least _______ level permissions or higher on the Project level Forms tool in order to fill out a form. Read Only Standard Admin
Standard
True or False: When you create a new daily log entry by copying one from a previous day, you will still be allowed to edit its information.
True
True or False: If you have access to the Project level Inspections tool, you also have access to the Company level Inspections tool.
False
True or False: In order to create a new incident in Procore, you must include at least one incident record.
False
True or False: Once an incident is created you cannot edit any of the required fields.
False
True or False: Procore recommends that you only give superintendents 'Read only' permissions to the Incidents tool.
False
True or False: Procore recommends you give your collaborators 'Admin' level permissions to the project's Daily Log tool so your superintendent can "crowd source" the Daily Log.
False
True or False: Procore will automatically convert any text boxes in your PDF into fillable fields.
False
True or False: Punch List Due Date fields are calculated in business days, not calendar days.
False
True or False: When you create an observation, it automatically sends an email notification to all responsible parties without further action from you.
False
True or False: You can add log information for a date in the future.
False
True or False: You can only create an observation from directly within the Observations tool.
False
True or False: You will not be able to record investigation information related to an incident outside of Procore.
False
When uploading a form template into Procore, it MUST be in the following file format: .docx .pdf .csv
True or False: By logging and resolving observations as they come up during the course of construction, the punch list should be much shorter and easier to manage at the end of a project.
True
True or False: In order for a form to become fillable by end users in Procore, the form template MUST already have designated fillable fields.
True
True or False: Incident records document the companies and persons affected by the incident, work activities, injury information, and more.
True
True or False: Once you fill out and save a form, you cannot modify the form's information.
True
True or False: To avoid misinterpretation of a punch list item, it's recommended that you link the punch item to the related drawing and include photos for additional clarification.
True
True or False: Users can fill out forms through Procore's Web and Mobile application.
True
True or False: With Collaborator Daily Logs enabled, you will be able to approve collaborator-submitted daily logs before they become visible in the project's Daily Log.
True
True or False: You can add custom observation types to the Observation tool.
True
How can you give someone who has 'Standard' or 'Read-only' permissions on the Incidents tool access to an incident that's marked as private? a. Add them to the incident's distribution list b. Send the user an email with a hyperlink to the incident c. Clone the incident and assign it to the new user d. You cannot give 'Read-only' and 'Standard' users access to view private incidents. Only 'Admin' users can view private incidents.
a. Add them to the incident's distribution list
When performing an inspection, what should you do after you mark an item as "failed"? a. Create an observation and assign it to the responsible party b. Create a follow-up inspection for the failed item c. Create a change order to fix the failed item d. Create a punch list item and assign it to the responsible party
a. Create an observation and assign it to the responsible party
What should subcontractors do when they've fixed their assigned punch list item? a. Mark the item as "Resolved" in Procore b. Mark the item as "Closed" in Procore c. Assign the punch list item to the Superintendent for review d. Assign the punch list item to the Project Manager for review
a. Mark the item as "Resolved" in Procore
Where can you define which daily logs are visible as well as change the order in which they're listed? a. On the Project Dashboard (Home tab) b. In the tool's advanced configuration settings page c. In the Project level toolbox d. In the Company level settings page
b. In the tool's advanced configuration settings page
After the assignee has performed the necessary work to resolve an issue, he/she can change the observation's status to ________. a. Open b. Ready for Review c. Closed d. Archived
b. Ready for Review
Before using Procore's Incidents tool, you should have a strong understanding of which regulation standards? a. Health Insurance Portability and Accountability Act of 1996 (HIPAA) b. OSHA - Recording and Reporting Occupational Injuries and Illness (29 CFR Part 1904) c. All of the above
c. All of the above
If your project has sensitive information or your company wants to prevent external contractors from seeing punch list items for other scopes of work, what can you do to give them a consolidated view where they can only see the punch list items to which they're assigned? a. Give external collaborators 'None' permissions to the Punch List tool b. Give external collaborators 'Admin' permissions to the Punch List tool c. Mark all punch list items private by default d. Use Observations tool instead of the Punch List tool
c. Mark all punch list items private by default
What is the best way to inform subcontractors that upon further review, the punch list item that they marked as "fixed" still requires additional work before it can be marked as resolved? a. Notify the subcontractor using the Emails tool b. Create a new punch list item and assign it to them with the updated information c. Mark the item as "Unresolved" from the Drawings or Punch List tools d. Mark the item as "Closed"
c. Mark the item as "Unresolved" from the Drawings or Punch List tools
Which permission level should you give to a project's superintendent if you would like him/her to manage the project's daily log? a. None b. Read-only c. Standard d. Admin
d. Admin
Why does Procore recommend managing Inspection templates at the Company level? a. It helps ensure that every project is using the same standardized template b. It helps keep reporting throughout the project simple and easy c. It streamlines the project setup phase d. All of the above
d. All of the above
Why would you not be able to create a new inspection for your project? (i.e. the "Create" button is not active/clickable) a. The project does not have any inspection templates b. You do not have 'Standard' or 'Admin' permissions on the project's Inspections tool c. Another user is actively performing an inspection d. Both A and B
d. Both A and B
