Skip to main content
Procore

Configure Advanced Settings: Site Instructions

Objective

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

Things to Consider

  • Required User Permission:
    • To create an instruction, 'Admin' level permission on the project's Site 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 Site Instructions tool.
    This reveals the Site Instructions page. 
  2. Click the Configure Settings  link.
    This reveals the Project Instructions Settings page. 
  3. Configure the advanced settings as follows:

    project-site-instructions-settings.png
     
    • Site 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
    • 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. COMING SOON! You'll soon have the ability to create multiple instruction types (e.g., architect instructions, site instructions, and so on) to this list. 
  4. Click Update
    This saves the updated setting. 

See Also

 

  • Was this article helpful?