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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 on the Procore iOS app. 

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:

To create or link co-ordination issues on pin markups: 

  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).

To create or link co-ordination issues on other markups: 

  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).