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Procore

Create a Site Team (iOS)

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Objective

To create a site team using the Procore app on an iOS mobile device.

Background 

Labourers on worksites are managed into groups called site teams so they can be more easily programd, dispatched and organised on worksites. Each site team consists of workers who perform one or more scope of work (e.g. a site team of concrete workers) and is lead by a Site team Lead or Foreman, who is responsible for the site team’s work.

Things to Consider 

  • Required User Permissions
  • You can configure what items are created with the quick create icon-plus-quick-create-mobile2.png icon, see Configure Quick Create Settings.

  • This action can be performed in offline mode. Tasks performed in offline mode sync with Procore once a network connection is reestablished. 

Prerequisites 

Video

 

Steps

  1. Open the Procore app on an iOS mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Site team.
    OR
    Tap the Site teams tool and tap the create icon-plus-quick-create-mobile2.png icon. Then select Create Site team.
  3. Tap into the following fields to enter the appropriate information:
    • Site team Name: Tap to enter a name for the site team.
    • Site team Lead: Tap the field to navigate to a list of team members from which you can select the site team's lead.
      Note: Crews will only show in the 'My Site teams' view if you are selected as the Site team Lead of those site teams.
    • Site team Members: Tap the field to navigate to a list of team members from which you can add to the site team.
  4. Tap Save.