Sign a Completed Action Plan (iOS)
Objective
To sign a completed action plan on an iOS mobile device.
Background
If you have been designated as a Completed Action Plan Receiver on an action plan, your signature is requested to confirm that the action plan is ready to be closed.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions on the project's Action Plans tool with the 'Sign as Completed Action Plan Receiver' granular permission enabled on your permissions template.
OR - 'Standard' level permissions or higher on the project's Action Plans tool.
- 'Read Only' level permissions on the project's Action Plans tool with the 'Sign as Completed Action Plan Receiver' granular permission enabled on your permissions template.
- Limitations:
- The action plan cannot be signed by a Completed Action Plan Receiver while the action plan is in 'Edit' mode.
- Additional Information:
- If you have been designated as a Action Plan Approver, see Approve an Action Plan to be Performed (iOS).
Steps
- Navigate to the project's Action Plans tool using the Procore app on an iOS mobile device.
- Tap the action plan that you want to add your signature to.
- Tap Show next to General Information.
- Under Completed Action Plan Receivers, tap your name.
- Add your signature and then tap Done.
Important
By tapping "Done" you are signing this form electronically, and agree that your electronic signature is the equivalent of your manual signature.