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Procore

Edit a Daywork Sheet (iOS)

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Objective

To edit a Daywork sheet created in the Daywork Sheets tool using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • To edit a T&M ticket you created, 'Standard' level permissions or higher on the T&M Tickets tool.
    • To edit all Daywork sheets, 'Admin' level permissions on the Daywork Sheets tool.

Steps

  1. Navigate to the Daywork Sheets tool using the Procore app an iOS mobile device.
  2. Tap on the Daywork Sheet you want to edit.
  3. Tap into the following fields to enter or edit the appropriate information:
    Note: An asterisk (*) indicates that the field is required.
    • Description*: Enter a short description of the work for the Daywork Sheet.
    • Performed On*: This field defaults to the current day.
    • Locations: Tap to select the location where the work is being performed.
      Note: Users with 'Admin' permissions or users who have the "Manage Locations" granular permission enabled on the Admin tool can add a location. See Add Tiered Locations to a Project.
    • Ordered by: Select the users who ordered the sheet.
      Note: A user must be recorded in the Project level Directory tool to be selected from this list. To add someone to the project directory, see Add a Person to the Project Level Directory (iOS).
    • Reference #: Enter the Variation number that will be associated with the Daywork sheet.
  4. Tap Camera to take a picture.
    OR
    Tap Library to upload a picture from your mobile device.
    OR
    Tap + Attachment to add an attachment.
  5. In the 'Labour' section, under 'Employees', tap on the following fields to enter information as needed:
    • Employee*: Select the employee from the Workers list.
      Note: To add a worker to the list, see Add a Worker (iOS).
    • Classification: Select the employee’s classification
      Link to existing classification article
    • Hours*: Enter the number of working hours the employee performed.
    • Time Type: Select the time type for the work.
  6. Tap Apply.
  7. In the 'Materials' section, under 'Quantities', tap on the following fields to enter information as needed:
    • Material*: Enter the type of material used. 
    • Material Description: Enter a description of the material.
    • Unit*: Select a unit of measurement from the list.
    • Quantity*: Enter the quantity of materials needed.
  8. Tap Apply.
  9. In the 'Equipment' section, under 'Quantities', tap on the following fields to enter information as needed:
    • Equipment Name*: Select the equipment used from the list.
    • Equipment Description: Type any relevant information about the equipment item.
    • Hours*
  10. Tap Apply.
  11. In the 'Approvals' section, under 'Company Signee', select the user from the list.
  12. Under 'Customer Signee', select the customer name from the list.
  13. Optional: In the 'Notes' section, under 'More Information', type in any additional information as needed.
  14. Tap Save.
    A modal will appear to confirm if the sheet has been verified and the signatures have been applied.