Create an Instruction (iOS)
Objective
To create an instruction using the Procore app on an iOS mobile device.
Things to Consider
- Required User Permission:
- 'Standard' or 'Admin' permissions on the project's Instructions tool.
- Additional Information:
- The Instructions tool is designed specifically for Procore clients in Australia, New Zealand and Canada.
Steps
- Navigate to the project's Instructions tool using an iOS mobile device.
- Tap the Create icon.
- Complete the following fields as necessary:
Note: An asterisk (*) indicates the field is required.- Title*: Enter a title for the instruction.
- Type*: Select the instruction type.
Note: The instruction types that appear in the list depend on the types that have been added for the project in the Instructions tool's Configure Settings. - Status*:
- Draft: Select Draft if you want the instruction to be saved as a draft so that it is not yet sent out to recipients.
- Issued: Select Issued if you want the instruction to be issued to the contacts in the 'Attention' and 'Distribution' lists by email after saving.
Note: After an instruction has been saved as 'Issued', you cannot set it back to 'Draft'.
- Received From: Select the person that the instruction was received from.
- Received Date: Select the date that the instruction was received.
- Attention:
- Select one or more contacts from the People, Companies and Groups tabs that you want to issue the instruction to.
- Tap Done to confirm your selection and return to all fields.
- Distribution:
- Select one or more contacts or distribution group to be notified of the instruction.
- Tap Done to confirm your selection and return to all fields.
- Trades:
- Select one or more trades that are associated with the instruction.
- Tap Done to confirm your selection and return to all fields.
- Cost Impact:
- Select Yes, Yes (Unknown), No, TBD or N/A to indicate whether there is a cost impact.
- Tap Save.
- Program Impact:
- Select Yes, Yes (Unknown), No, TBD or N/A to indicate whether there is a program impact.
- Tap Save.
- Private:
- Tap the toggle ON to set the instruction to Private so that it can only be viewed by 'Admin' level users and those selected in the 'Attention' and 'Distribution' fields.
- Tap the toggle OFF if you want the instruction to be visible to all users with 'Read Only' or higher permissions to the project's Instructions tool.
- Description: Enter a description for the instruction.
- Add Attachment: Tap if you want to add a photo or file to the instruction.
- Tap Save.