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Request Records on Published Plans

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Objective

When performing an action plan, certain records such as inspections, documents, photos and more, may need to be provided upon completion of an item. You can only include records that have been requested. This tutorial provides instructions for how request records in a published action plan.

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions or higher on the project's Action Plans tool.
      OR
    • 'Read Only' level permissions with the 'Add Record Requests to Published Plans as Assignee' granular permission.
      Note: Users with the granular permission can only request records if they are the assignee for the item.

Steps

  1. Navigate to the project's Action Plans tool.
  2. Click View next to the action plan with the item you want to request a record for.
    Note: If the 'View' button is not clickable, the action plan is in 'Edit' mode and can only be accessed by users with 'Admin' level permissions on the project's Action Plans tool.
  3. Locate the item you want to request a record for.
  4. Under the 'Records' column, click +Add Records.
  5. Click Inspections, Correspondence, or Forms and mark one more tickboxes next to the template or type you want to request.
    Note: 'Read Only' level permissions or higher on the corresponding Project level tool is required to request records for that tool.
  6. Click SubmittalsMeetingsObservationsAttachments (including Documents), or Photos and mark the tickbox to request that record.
  7. Click Save.