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Procore

Create Items from Photos (iOS)

Objective

To create items in other project tools from a photo on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions or higher on the project's Photos AND permissions to create the item in the relevant tool.
  • Additional Information:
    • You can create items for the following tools: Site Diary, Change Events, Correspondence, Incidents, Observations, Defect List, RFI, Daywork Sheets and Tasks.

Steps

Create an Item from Camera Mode

  1. Tap the Camera icon-camera-mobile.png tool in the Procore app using an iOS mobile device.
    OR
    Locate the Photos tool and tap the Create icon-plus-quick-create-mobile.png icon. Then tap Take Photo.
  2. Take the photo.
    • Take a photo without mark up.
      1. Tap the shutter to take a photo.
    • 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.
  3. Tap the photo thumbnail to open the recent photos tray.
  4. Tap Select.
  5. Select the photos you are creating an item from.
  6. Tap the Create Item icon-create-item-mobile.png icon.
  7. Select the item you want to create.
    Note: 'Standard' level permission is required on the tool where you are creating an item.
  8. Fill out the necessary fields for the item you are creating. 
  9. Tap Save or Create.
    Note: If a workflow is applied to the correspondence item, creating the item automatically triggers the start of the assigned workflow.

Create Item from Photo Gallery

  1. Navigate to the project's Photos tool in the Procore app using an iOS mobile device.
  2. Optional: Tap the ellipsis icon-ellipsis-options-menu3.png and select the Timeline icon-photos-timeline-android.pngAlbumsicon-photos-albums-android.png, or  Map icon-map-mobile.png view to change your view.
    Note: In the Album icon-photos-albums-android.png view, you can select multiple photos by tapping the album that contains the photos, then tapping Select OR you can select a single photo from the Feed icon-photos-feed-android.png, Timeline icon-photos-timeline-android.png, and Map icon-map-mobile.png views.
  3. Tap the photo you are creating an item for.
  4. Tap Create Item.
  5. Select the item you want to create.
    Note: 'Standard' level permission is required on the tool where you are creating an item.
  6. Fill out the necessary fields for the item you are creating. 
  7. Tap Save or Create.
    Note: If a workflow is applied to the correspondence item, creating the item automatically triggers the start of the assigned workflow.