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Procore (en-GB)

Search and Filter Action Plans (Android)

Also available on  icon-android-logo.png  web-gray-icon.jpg

Objective

To view an action plan on an Android mobile device.

Background

If you have been designated as an Action Plan Approver on an action plan, your signature is requested to confirm that the action plan is ready to be performed.

Things to Consider

  • Required User Permissions:
    • ''Read Only' level permissions or higher on the Project level Action Plans tool.

Steps

Search for Action Plans

  1. Navigate to the project's Action Plans tool using the Procore app on an iOS mobile device.
  2. Tap the Search icon-search.png bar.
  3. Begin typing a search term.
    Note: Results that match the search will automatically begin populating.
  4. Tap the X icon on the Search bar to clear the search.

Add Filters

  1. Navigate to the project's Action Plans tool using the Procore app on an iOS mobile device.
  2. Tap the Filter icon-filter2.png icon.
  3. Tap the parameters you want to filter by.
    Note: Several filters contain a search bar that allows you to search through the list of items in that filter.
    • Type
    • Plan Manager
    • Location
  4. Tap Done.
  5. Tap Done.
  6. Optional: To clear the filters that were applied:
    1. Tap the Filter icon-filter2.png icon.
    2. Tap Reset