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Procore

Remove Records from Action Plan Items (Android)

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Objective

To remove records from 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 

  1. Open the Procore app on an Android mobile device.
  2. Tap the project's Action Plans tool.
  3. Tap the action plan.
    Note: Action plans that are in 'Edit' mode have 'Awaiting Changes' banners in the action plans list view.
  4. Tap the item you want to remove records from.
  5. Remove the record.
    • For Inspections, Correspondence, Submittals, or Forms:
      1. Tap # of Linked [Record Type].
      2. Tap Edit.
      3. Tap the Record you want to remove.
      4. Tap Remove.
    • For Photos, Attachments, or Documents:
      1. Tap the Record.
      2. Tap the Trash Can icon-delete-trash6.png icon.
      3. Tap Delete.