Switch Between Views in the Instructions Tool
Objective
To switch between views in the project's Instructions tool.
Background
The Instructions page in the Instructions tool has two views: List and Recycle Bin.
Things to Consider
- Required User Permission:
- To view instructions in the List view, the following must be true:
- To view instructions marked Private, you must be the Creator or one of the recipients on the Instructions tool.
- To view instructions NOT marked Private, 'Read Only' level permission or higher on the project's Instructions tool.
- To view instructions that have been sent to the Recycle Bin, 'Admin' level permission on the project's Instructions tool.
- Additional Information:
- The Instructions tool has been developed specifically for Procore clients in Australia, New Zealand and Canada.
Steps
- Navigate to your project's Instructions tool.
The Instructions page appears.
- Switch between views by clicking an link at the top of the page.
- List. Displays each instruction as a separate line item.
- Recycle Bin. Displays any instructions that have been sent to the Recycle Bin.