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Procore

Create a Change Event from an Instruction

Objective

To create a change event from an instruction in Procore.

Background

If you have issued an instruction that leads to a change event (see What is a change event?), you can create a change event from the Instructions tool. When you create the change event, information from the instruction is automatically added, and a link to the instruction is added to the 'Origin' field of the change event.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' permissions on the Instructions tool.
      AND
    • 'Standard' or 'Admin' permissions on the Change Events tool. 
  • Additional Information:
    • The Instructions tool has been developed specifically for Procore clients in Australia, New Zealand, and Canada. 
    • The number and title of the instruction are automatically added to the 'Origin' field of the change event.
    • The following information from the instruction will also carry over to the change event:
      • Title
      • Description
      • Attachments
    • To learn other methods for creating change events, see Create a Change Event.

Steps

  1. Navigate to the project's Instructions tool.
  2. Click View on the instruction you want to create a change event from.
  3. Click + Create Change Event.
    Note: You will be redirected to the create page in the Change Events tool.
  4. Enter the necessary information for the change event. See Create a Change Event
    Note: The instruction number and title are automatically added to the 'Origin' field of the change event. The title, description, and any attachments that were added to the instruction are also added to the change event. 
  5. Click Create

See Also