Create Coordination Issues from a Model (iOS)
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Objective
To quickly create coordination issues from a model using an iOS mobile device.
Background
If an issue is discovered when viewing a model, you can choose to create a coordination issue so that the issue can be tracked in the project's Coordination Issues tool. If you want to create an observation instead, see Create Observations from a Model (iOS).
Things to Consider
- Required User Permissions:
- 'Read Only' or 'Admin' permissions to the Models tool.
AND
- 'Standard' or 'Admin' permissions to the Coordination Issues tool.
- Additional Information:
- If you are working in offline mode, the coordination issue will be uploaded when a network connection is reestablished.
- The coordination issue will sync to the Coordination Issues tool and the Procore plugin in Navisworks®.
Prerequisites
- At least one model must have been published to the Procore project. See Publish a Model to Procore.
- The Coordination Issues tool must be active on the project.
Steps
- Navigate to the Models tool on the Procore app using an iOS mobile device.
- Tap the model you want to open.
Note: If you have not downloaded the model to your device yet, tap Download. See Download or Remove Models from a Device (iOS).
- Locate the area of the model that you want to create a coordination issue for.
- Tap the Create icon.
- Tap Coordination Issue.
Note: The following data is automatically added to the coordination issue:
- 'Field Issue' for the Title field.
- The location of the portion of the model for the Location field.
- Your name in the Assignee field.
- A snapshot of the portion of the model.
- A snapshot showing your location in the 2D navigation indicator.
-
Optional: Fill out the following information as necessary:
- Description: Enter a description for the issue.
- Camera/Library:
- Tap Camera to take a photo to attach.
- Tap Library to attach a photo from your device.
- Location: If you need to change the location, select a different location from the menu.
- Assignee: If you need to change the assignee, select a different user from the menu.
- Due Date: Select a due date from the menu.
- Click Create.
Note: The coordination issue is automatically created.