Below are the notable changes to the project's Action Plans tool.
Private Action Plans (12/09/2022)
Procore has added the ability to make the Action Plans you create private, allowing you to choose who should have access to view the Action Plan. Read the Announcement and tutorials to Create an Action Plan.
Add Item Level Notes on Action Plans(27/07/2022)
Add Correspondence Items as Records on Action Plans (19/07/2022)
Users with the appropriate permissions can now select one or more correspondence types to add as requested records when creating an action plan or creating an action plan template. See Create an Action Plan, Create a Project Level Action Plan Template, and Create a Company Level Action Plan Template. When users are performing an action plan with a correspondence record requested, they can fulfill the request by selecting an existing correspondence item or by creating and linking a new correspondence item. See Perform an Action Plan.
Updates to Linking Existing Inspections as Records on Action Plans (26/01/2022)
When linking an existing inspection as a record to an action plan, the 'Link Inspections' window now includes columns to show the 'Location' and 'Inspection Date' data from the available inspections. Additionally, inspections now display as individual cards that can be expanded or collapsed in the action plan's side panel after they been linked. See Perform an Action Plan.