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Procore

Add Equipment Entries (iOS)

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Objective

To add equipment entries on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • To add new hired or subcontractor equipment,  'Standard' level permissions or above on the Project level Equipment tool.
    • To add or re-induct existing equipment,
      • 'Read-only' or above on the Company level Equipment tool.
        AND
      • 'Standard' level permissions or above on the Project level Equipment tool.

Note: 'Standard' level users can edit equipment entries they have created, but cannot edit company owned equipment.

Steps

  1. Navigate to the Equipment tool on an iOS mobile device.
  2. Tap the plus (+) icon.

    add-plant-entry-ios.png
     
  3. Tap into the Serial # field.
  4. Enter a serial number to add new equipment or search for existing equipment.
    • If you find a match, select the existing equipment from the list.
  5. Tap Next.
  6. Tap into the fields to add the following information.
    Notes:
    • An asterisk (*) indicates a required field.
    • If you selected an existing equipment item, not all fields will be available.
      • Serial #*: Enter the serial number associated with the item.
      • Ownership*: Indicate the ownership of the item.
      • Owner/Supplier: Enter the item's owner or supplier.
      • Type/Make/Model*:  Select the item’s type, make, and model. See Configure Advanced Settings: Company Level Equipment Tool.
        Note: You can click "+ Create Model" to add a new model to your company's Make & Model list.
      • Year of Manufacture: Enter the year that the item was manufactured.
      • Induction #*: Enter the item's induction number.
      • Arrival Date*: Enter the date of the item's arrival.
      • Next Service Date: Enter the item's next service date. 
      • Last Service Date*: Enter the item's most recent date of service.
  7. Click Save to add your entry.

See Also

 

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