Add Records to Action Plan Items (Android)

Open the Procore app on an Android mobile device.

Tap the project's Action Plans tool.

Tap the action plan you want to add records to.
Note: Action plans that are in 'Edit' mode have 'Awaiting Changes' banners in the action plans list view.

Tap the item you want to add records to.

Next to the record type you want to add, tap Add.

• For Correspondence, Forms, Inspections, Meetings, or Observations:
  

   Remarque

  Seuls les utilisateurs disposant des autorisations appropriées pour l’outil au niveau projet peuvent créer le nouvel enregistrement.

  Après avoir appuyé sur Créer, suivez les étapes de l’outil correspondant :

  • Créer un document de correspondance

  • Remplir un formulaire

  • Créer une inspection et effectuer une inspection

  • Créer une réunion

  • Créer une observation

  • If the record does not yet exist, tap Create New.

    1. You will be directed to the project-level tool where you can create the record.

    2. Create the record.

    3. Tap Save.

  • If the record already exists, tap Link [Tool].

    1. Tap the items you want to link.

    2. Tap Save.

• For Submittals:

  1. Tap Link Submittal.

  2. Tap the item you want to link.

  3. Tap Save.

• For Photos:

  • Tap the Camera icon to take a new photo with your device.

    1. Take the photo.

    2. Optional: To add markup, tap the Photo and add markup.

    3. Tap Save Copy.

    4. Tap the X icon to add the photo(s) as a record.

  • Tap the Library icon to select an existing photo from your device's library.

    1. Tap the photo you want to link.

    2. Optional: Add markup.

    3. Tap Save.

  • Tap the Photos icon to select an existing photo from Procore.

    1. Tap the photo you want to link.

    2. Tap Done.

• For Documents and Attachments tap Add next to 'Attachments'.

  • Tap File to attach a document from your device.

    1. Tap the file.

  • Tap Documents to attach a document in Procore.

    1. Tap the document(s).
       Notes:
       You can add individual documents, but you cannot add an entire folder of documents.
       Documents added as records reflect the version of the document at the time it was added as a record.

    2. Tap Done.

Tap the X icon to return to the action plan.