Add Records to Action Plan Items (Android)
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Objective
To add records to items from other tools to action plan items on an Android mobile device.
Things to Consider
- Required User Permissions
- The action plan cannot be performed while it is in 'Edit' mode.
- To see references and to add requested records, users must have permissions to view the item(s) in the respective tool(s).
- An item's due date can be modified or removed by a user with 'Admin' level permissions to the Action Plans tool while performing the action plan
Steps
- Open the Procore app on an Android mobile device.
- Tap the project's Action Plans tool.
- Tap the action plan you want to add records to.
Note: Action plans that are in 'Edit' mode have 'Awaiting Changes' banners in the action plans list view.
- Tap the item you want to add records to.
- Next to the record type you want to add, tap +Add.
- Tap the X icon to return to the action plan.