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Procore

Email Incidents (iOS)

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Objective

To email incidents from your iOS mobile device.

Things to Consider

  • Required User Permissions: 'Standard' and 'Admin' level permissions on the Incidents tool.

Steps

  1. Navigate to the Incidents tool from an iOS mobile device.
  2. Tap the incident you want to email.
  3. Tap Share ( ios-share-icon.png).
  4. Tap your preferred email application.
  5. Tap into the following fields to enter the relevant information:
    • To: Add the user(s) who will receive the email.
    • CC: Add the user(s) you want to copy on the email. 
      Note: You (the creator of the email) will be automatically CC'd on the email.
    • BCC: Add any user(s) you want to blind carbon copy on the email.
    • Subject: The subject of the email is automatically populated with "FW: punch list Item: [#]: [title of item]". You may edit this as necessary.
    • Message: Tap into the body of the email to add a message or any additional comments that will be visible on the email.
  6. Tap Send.

 

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