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Procore

Search for and Filter Instructions (iOS)

Objective

To search for and filter instructions on an iOS mobile device.

Things to Consider

  • Required User Permission: 'Read Only' and above on the project's Instructions tool.
    Note: Instructions marked as 'Private' are only visible to the instruction's creator, users designated in the Attention field, users listed in the Distribution list, and Admin level users on the project's Instructions tool. 
  • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

 Steps

  1. Navigate to the project's Instructions tool on an iOS mobile device.
    This reveals the Instructions list page.

Search for Instructions

  1. Tap into the Search bar.

    2018-08-13_13-22-58.png
     
  2. Type a keyword or phrase into the Search bar; Procore will return results that match the following fields:
    • Title
    • Description
    • Attention 
    • Creator
  3. Optional: Tap an item to view its details.

Filter Instructions

  1. Tap Filters (2018-08-13_13-07-21.png).
  2. Tap one or more of the following options to set the desired filters:
    • Status:
      • All
      • Issued
      • Closed
      • Draft
    • Trades: Select the trade associated with the instruction.
    • Type: Select the type associated with the instruction.
  3. Optional: Tap an item to view its details.
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