When creating an action plan, users can request that records be attached upon completion of an action plan item. If the plan has already been created, follow these instructions to request records on a published action plan.
- Navigate to the project's Action Plans tool using the Procore app on an iOS mobile device.
- Tap the action plan that you want to open.
- Tap the item that you want request records for.
- Tap +Add Request to request one or more records to be included as part of the item's completion.
- Select an Inspection Template or Correspondence type or mark the relevant tickboxes to request a Submittal, Attachment (including Documents) or Photo.
- Tap Save.