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Procore

Search and Filter for Submittals (iOS)

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Objective

To use the search and filter options to locate items in the project level Submittals tool on an iOS mobile device. 

Things to Consider

  • Required User Permission: 'Read-only' and above on the Submittals tool.
  • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Steps

Search for a Submittal

  1. Navigate to the project's Submittals tool on an iOS mobile device. 
  2.  Type a keyword or phrase in the Search box or tap Code Scan to scan a printed QR code that is linked to a specific location on site. This will pull up all the submittals associated with that location.
    Procore searches the following fields for matches:
    • Description​
    • Title 

      search submittals 1.jpg

Filter Submittals

  1. Navigate to the Submittals tool on an iOS mobile device.
  2. Tap Filters (2018-04-02_09-27-26.png).

    filter sub.jpg
     
  3. Tap one or more of the following options to set the desired filters:
    • Group By: 
      • Spec Section
      • Package
    • Revisions: Tap one the following filter options:
      • All Revisions
      • Only Current Revisions (Default).
    • Status. Tap one of the following filter options:
      • All 
      • Open
      • Draft
      • Closed
    • Location: Tap to select a location.
    • Ball-in-Court: Tap to select a responsible party.
    • Responsible Contractor: Tap to select a responsible contractor
    • Specification Section: Tap to select a relevant specification section.
  4. Tap Apply.
    Note: To clear the filters at any time, tap Reset All Filters.

    reset filters.jpg

 

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