Request Records on Published Plans (iOS)

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Background

When creating an action plan, users can request that records be attached upon completion of an action plan item. If the plan has already been created, follow these instructions to request records on a published action plan.

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions or higher on the project's Action Plans tool.
      OR
    • 'Read Only' level permissions with the 'Add Record Requests to Published Plans as Assignee' granular permission.
      Note: Users with the granular permission can only request records if they are the assignee for the item.

Steps

  1. Navigate to the project's Action Plans tool using the Procore app on an iOS mobile device.
  2. Tap the action plan that you want to open.
  3. Tap the item that you want request records for.
  4. Tap +Add Request to request one or more records to be included as part of the item's completion.
  5. Select an Inspection Template or Correspondence type, or mark the relevant checkboxes to request a Submittal, Attachment (including Documents), or Photo.
  6. Tap Save.

See Also