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Procore

Add Equipment Entries (iOS)

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Objective

To add equipment entries on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • To add new hired or subcontractor equipment,  'Standard' level permissions or above on the Project level Equipment tool.
    • To add or re-induct existing equipment,
      • 'Read-only' or above on the Company level Equipment tool.
        AND
      • 'Standard' level permissions or above on the Project level Equipment tool.
        Note: 'Standard' level users can edit equipment entries they have created, but cannot edit company-owned equipment.

Steps

  1. Navigate to the Equipment tool on an iOS mobile device.
  2. Tap the Create icon-create-new-ios.png icon.
    add-equipment-entries-ios.png
  3. Tap into the Serial # field.
  4. Enter a serial number to add new equipment or search for existing equipment.
    • If you find a match, select the existing equipment from the list.
  5. Tap Next.
  6. Tap into the fields to add the following information.
    Notes:
    • An asterisk (*) indicates a required field.
    • If you selected an existing equipment item, not all fields will be available.
      • Serial #*: Enter the serial number associated with the item.
      • Ownership*: Indicate the ownership of the item.
      • Owner/Supplier: Enter the item's owner or supplier.
      • Type/Make/Model*:  Select the item’s type, make, and model. See Configure Advanced Settings: Company Level Equipment Tool.
        Note: You can click "+ Create Model" to add a new model to your company's Make & Model list.
      • Year of Manufacture: Enter the year that the item was manufactured.
      • Induction #*: Enter the item's induction number.
      • Arrival Date*: Enter the date of the item's arrival.
      • Next Service Date: Enter the item's next service date. 
      • Last Service Date*: Enter the item's most recent date of service.
      • Camera: Tap to take a new photo and attach it to your equipment entry.
      • Attachments: Tap to attach Photos or Files from your local device to your equipment entry.
  7. Click Save to add your entry.

See Also

 

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