Add Records to Action Plan Items

Objective

When performing an action plan, certain records such as inspections, documents, photos, and more, may be requested upon completion of an item. This tutorial provides instructions for how to add the requested records to the item in the 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 or higher on the Action Plans tool with the 'Add Records' granular permission enabled.
• Limitations:
  • Mobile users cannot currently see if Observations or Meetings are requested as records.
  • To add requested records, you must have permissions to view the item(s) in the respective tool(s).

Prerequisites

• Create an Action Plan
• Approve an Action Plan to be Performed

Steps

1. Navigate to the project's Action Plans tool.
2. Click View next to the action plan with items you want to add records to.
   Note: If the 'View' button is not clickable, the action plan is in 'Edit' mode and can only be accessed by users with 'Admin' level permissions on the project's Action Plans tool.
3. Locate the item for which you want to add records.

    Tip

   You can only add records that were requested. To request additional types of records, click Add Records in the 'Records' column. See Request Records in Published Plans.
4. Under the 'Records' column, click the link for the type of [Record] Requested.
   • For Inspections, Correspondence, Submittals, Forms, Observations, and Meetings:
     1. If the record does not yet exist, click Create New. You will be directed to the project-level tool where you can create the record for the requested type or template. After it is created, return to the action plan to link the record.

         Note

        Only users with the appropriate permissions for the Project level tool can create the new record.

        After clicking Create New, follow the steps for the corresponding tool:

        • Create a Project Level Inspection
        • Create a Correspondence Item
        • Create a Submittal
        • Fill out a Form
        • Create an Observation
        • Create a Meeting
     2. Click Link [Tool].
     3. Mark one or more checkboxes next to the items you want to add as records.
     4. Click Save.
   • For Attachments and Documents:
     1. In the 'Attachments Requested' sidebar, click +Add Attachment.
     2. You can add attachments from the following locations:
        • My computer
        • Procore tools such as Photos, Drawings, Forms and Documents
          Note: Documents added as records reflect the version of the document at the time it was added as a record.
     3. Click Save.
   • For Photos:
     1. In the 'Photos' sidebar, click +Add Photo.
     2. You can add photos from the following locations:
        • My computer
        • The Photos tool
     3. Click Save.

See Also

• Remove Records from Action Plan Items
• Request Records in Published Plans
• Perform an Action Plan