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Procore

Search for and Filter Submittals (iOS)

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Objective

To use the search and filter options to locate items in the project level Submittals tool on an iOS mobile device. 

Things to Consider

  • Required User Permissions:
    • 'Read Only’ or higher permissions on the Submittals tool.
      Note: To apply the ‘Responsible Contractor’ filter, users must also have ‘Read Only’ or higher permissions on the project’s Directory tool.
  • Additional Information:
    • 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

Search for a Submittal

  1. Navigate to the project's Submittals tool on an iOS mobile device. 
  2. Type a keyword or phrase in the Search box or tap Code Scan to scan a printed QR code that is linked to a specific location on site. This will pull up all the submittals associated with that location.
    Procore searches the following fields for matches:
    • Description​
    • Title 
      search-submittals-ios.png

Filter Submittals

  1. Navigate to the Submittals tool on an iOS mobile device.
  2. Tap Filters icon-filter-with-bkgd-ios.png.
    filter-submittals-ios.png
  3. Tap one or more of the following options to apply as filters:
    • Group By: 
      • Spec Section
      • Package
    • Revisions: Tap one the following filter options:
      • All Revisions
      • Only Current Revisions (Default).
    • Status. Tap one of the following filter options:
      • All 
      • Open
      • Draft
      • Closed
    • Location: Tap to select a location.
    • Ball-in-Court: Tap to select a responsible party.
    • Responsible Contractor: Tap to select a responsible contractor.
      Note: You must have ‘Read Only’ or higher permissions on the project’s Directory tool to use this filter.
    • Specification Section: Tap to select a relevant specification section.
  4. Tap Apply.
    Note: To clear the filters at any time, tap Reset All Filters.
    reset-submittal-filters-ios.png

 

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