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Procore

Configure Advanced Settings: Instructions

Objective

To configure the advanced settings for the project's Instructions tool. 

Things to Consider

  • Required User Permission:
    • To create an instruction, 'Admin' level permission on the project's Instructions tool.
  • Additional Information:
    • The Site Instructions tool has been developed specifically for Procore clients in Australia, New Zealand, and Canada. 

Steps

  1. Navigate to the project's Instructions tool.
    This reveals the Instructions page. 
  2. Click Configure Settings .
    This reveals the Project Instructions Settings page. 
  3. Configure the advanced settings as follows:

    number-instructions-by-type.png
     
    • Instructions Private by Default. If you want all new site instructions created to be marked 'Private' by default, mark this checkbox. The default setting is disabled (i.e., the checkbox is NOT marked). 
      OR
    • Number Instructions by Type. If you want to provide your end users with the ability to edit the number assigned to an instruction, remove the mark from this checkbox. This setting is enabled by default. When a mark appears in the checkbox, users cannot edit the assigned instruction numbers. Duplicate numbers are also NOT permitted.
      Notes: For best results, it is strongly recommended that decide which setting you want to use at the beginning of a project.
    • Default Distribution. To automatically add people or distribution lists on all new site instructions, select those people and groups from this list. To appear as a selection, the people and groups must exist in the Project Directory. See Add a Person to the Project Directory and Add a Distribution Group to the Project Directory.
    • Instruction Types. Enter the desired instruction type from the list. Then click Add. This adds your entry as a selection in the Type field when creating an instruction. See Create and Issue an Instruction. You'll soon have the ability to create multiple instruction types with a numbering prefix (e.g., architect instructions, site instructions, and so on) to this list. 
    • Prefix. Enter the desired prefix for the instruction type. For example, you might want the system to apply the prefix "AI" to the 'Architect Instruction' type. For each type, the system starts numbering new instructions as follows: AI-1, AI-2, AI-3, and so on. 
  4. Click Update
    This saves the updated setting. 

See Also

 

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