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Procore

Offline Support for Linear & Diagram Workflows (iOS)

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Background

Procore for iOS allows field personnel to complete workflow actions directly on their iPhone or iPad. With offline support, team members can review workflow details and submit responses even when working without a cellular or Wi-Fi network connection.

Things to Consider

  • Permissions: To submit a response on mobile, you must be designated as an assigned responder on the active workflow step.

  • Automatic Synchronization: Responses and attachments submitted while offline are stored on your iOS device and automatically sync to Procore after internet connectivity is restored.

  • Pre-downloading Data: We recommend that you open and load relevant project items while connected to the internet before entering areas without network coverage.

Prerequisites

  • Download and install the Procore app on your iOS mobile device.

  • An item with an active linear workflow assigned to you must exist in your project.

Steps

Submit a Workflow Response

  1. Open the Procore app on an iOS mobile device.

  2. Navigate to the project tool and tap the item assigned to you.

  3. Scroll to the 'Workflow' section.

  4. Tap Respond on the active step.

  5. Under Select Response, tap your decision (for example, Approve or Reject).

  6. Tap the Reason for Response field to enter your comments.

  7. Optional: Tap Camera, Library, Files, or Documents to attach supporting media or files.

  8. Tap Submit.

    • Note: If you are offline, an informational banner appears confirming that your response will sync automatically after you are back online.

View Workflow Details and History

  1. Open the item containing the workflow on the Procore iOS app.

  2. Tap View Workflow Details.

  3. Tap Show next to Previous Steps to review past responses, assignees, and comments.

  4. Review the 'Current Step' section for the active step name, due date, and assigned team members.

Respond to an Active Workflow Step on Web

  1. Open the item containing the active linear workflow.

  2. Scroll to the Workflow section at the top of the item page.

  3. You will see the following information:

    • Progress

    • Current Step

    • Assigned to

    • Workflow Manager

    • Response

    • Attachment

    • Comments

  4. Under Response, select your decision from the drop-down menu.

  5. Enter any comments into the Comments field.

  6. Optional: Attach supporting files under Attachments.

  7. Click Submit.

See Also