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Create or Link Co-ordination Issues on a Drawing (iOS)

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Objective 

To create or link co-ordination issues on a drawing using the Procore app on an iOS mobile device.

Background

When adding markups to a drawing in a project's Drawings tool, you can choose to link to existing co-ordination issues or create new ones. Co-ordination issues can be added directly to pin markups or linked to other markup types such as Cloud, Text and Arrow. 

Things to Consider

  • Required User Permissions:
    • To add markups to the Personal layer:
      • 'Read Only' or higher permissions on the project's Drawings tool.
    • To publish markups to the Published layer:
    • To create new co-ordination issues on a drawing:
      • 'Standard' or 'Admin' permissions on the project's Co-ordination Issues AND Drawings tools.
  • Additional Information:
    • In order to link a co-ordination issue to a drawing, the Co-ordination Issues Tool must be enabled for the company's account and active on the project. See Add and Remove Project Tools. 
      Note: The Co-ordination Issues Tool is part of Procore's Design Co-ordination product. Please reach out to your Procore point of contact for additional information.
    • After publishing a new co-ordination issue markup on a drawing, a snapshot of the area of the drawing is added to the co-ordination issue and the drawing is added to the 'Links' section of the co-ordination issue. This allows users to easily reference the original drawing when viewing the co-ordination issue from the Co-ordination Issues Tool.

Steps

  1. Open the Procore app on an iOS mobile device. 
  2. Tap the project's Drawings tool. 
  3. Locate and open the drawing you want to add a co-ordination issue to. 
    You can create or link co-ordination issues from multiple markup types. See the steps below:
  1. In the markup toolbar, tap the Pin markup tool and select Issue.
  2. Tap the area of the drawing you want to pin a co-ordination issue to.
  3. Choose whether you want to link to an existing co-ordination issue or create a new one:
    • To link to an existing co-ordination issue:
      1. Tap Link Existing.
      2. Tap the issue you want to link to. To search or filter for co-ordination issues, see Search for and Filter Co-ordination Issues (iOS).
        Note: The co-ordination issue is automatically added to the drawing.
    • To create a new co-ordination issue:
      1. Tap New Co-ordination Issue.
      2. Enter the necessary information for the co-ordination issue. See Create Co-ordination Issues (iOS).
      3. Tap Create & Publish.
        Note: The co-ordination issue is automatically added. If you are working in offline mode, the new co-ordination issue will be labelled as 'New Item' on the drawing until the issue is uploaded and a number is assigned. 
  4. If you want others to be able to see the co-ordination issue markup on the drawing, select the markup and tap Publish. See Publish Personal Drawing Markups (iOS).
  1. Tap the markup tool that you want to use for your markup. See Mark Up a Drawing (iOS).
  2.  Add your markup to the relevant area of the drawing.
  3. Tap Link and select Link a Co-ordination Issue.
  4. Choose whether you want to link to an existing co-ordination issue or create a new one:
    • To link to an existing co-ordination issue:
      • Tap the issue you want to link to.
    • To create a new co-ordination issue:
      1. Tap the create icon-plus-quick-create-mobile2.png  icon.
      2. Enter the necessary information for the co-ordination issue. See Create Co-ordination Issues (iOS).
      3. Click Create.
  5. If you want others to be able to see the co-ordination issue markup on the drawing, select the markup and tap Publish. See Publish Personal Drawing Markups (iOS).