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Procore

Add Plan Revision Entries (iOS)

Objective

To add an entry to the Plan Revisions section of the Site Diary using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • Procore recommends that you use the Drawings tool to track plan revisions and changes to the project's drawings.

Steps

  1. Navigate to the project's Daily Log tool using the Procore app on an iOS mobile device.
  2. Tap the date you want to create a new entry for.
  3. Tap Plan Revisions.
  4. Tap icon-plus-quick-create-mobile2.png to create a new entry.
  5. Tap into the following fields to enter information:
    • Attachments: Tap on the following options to add photo or file attachments to the entry:

      • Camera: Use your mobile device's camera to take a photo that is automatically added to the entry once you exit the camera.
        • Take a photo without mark up.
          1. Tap the shutter to take a photo.
          2. Tap Done to attach it to the entry.
        • Take a photo with mark up.
          1. Tap the mark up icon-markup.png icon to take the photo and immediately mark it up.
          2. Tap the shutter to take a photo.
          3. Mark up the photo.
          4. If you want to save both the original and marked up photo, mark the Save as New Photo option, then tap Save.
            OR
            If you want to only save your marked up photo, clear the Save as New Photo option, then tap Overwrite.
          5. Tap Done to attach it to the entry.
      • Photos: Tap to select photos from your device's Gallery OR from Procore's Photos tool in the project.
        • Add from Procore
          1. Tap Procore Photos.
          2. Tap the album.
          3. Tap the photos.
          4. Tap Done to attach it to the entry..
        • Add from Device
          1. Tap Upload Photos.
          2. Tap the photos.
          3. Tap Add to attach it to the entry.
      • Files: Select a saved file from your mobile device to add it to the entry. 
        1. Tap the file to automatically attach it to the entry.  
    • Title: Tap the Title field. Enter the title of the plans.

    • Plan Number: Tap the Plan Number field. Enter the number that appears on the plan submitted.

    • Revision: Tap the Revision field. Enter the revision number that appears on the plans.

    • Category: Tap the Category field. Enter the category of discipline that appears in the revision.

    • Comments: Enter any comments that may be needed to further describe the entry.

  6. Tap Create.
 Tip

If required fields are empty, click Fix Errors to go to the first empty field. Click Next Field or Previous Field to view other empty required fields.

After the required fields have been entered, you will be able to create or save the form.