Perform an Action Plan (iOS)
Objective
To perform an action plan on an iOS mobile device.
Things to Consider
Steps
- Open the Procore app on an iOS mobile device.
- Tap the project's Action Plans tool.
- Tap the action plan you want to perform.
Note: Action plans that are in 'Edit' mode have 'Awaiting Changes' banners in the action plans list view. - Review the general information, sections and items.
Note: Some sections and items may be unavailable to complete if one or more other items were added with 'Blocking Functionality'. See What is 'Blocking Functionality' in an action plan? - Tap an item to review its information and requirements.
- Set the status for individual items (Open, In Progress, Delayed, Closed).
Note: Items marked as 'Closed' update the progress bar in the 'General Information' section. - Under 'References', tap link(s) to view the references for the item.
- Under 'Records', add requested records.
- Under 'Assignees', sign completed action plan items.