Edit a Daywork Sheet (iOS)
Also available on
Objective
To edit a Daywork sheet created in the Daywork Sheets tool using the Procore app on an iOS mobile device.
Things to Consider
- Required User Permissions:
- To edit a Daywork Sheet you created, 'Standard' level permissions or higher on the Daywork Sheets tool.
- To edit all Daywork sheets, 'Admin' level permissions on the Daywork Sheets tool.
Steps
- Navigate to the Daywork Sheets tool using the Procore app an iOS mobile device.
- Tap on the Daywork Sheet you want to edit.
- Tap into the following fields to enter or edit the appropriate information:
Note: An asterisk (*) indicates that the field is required.
- Description*: Enter a short description of the work for the Daywork Sheet.
- Performed On*: This field defaults to the current day.
- Locations: Tap to select the location where the work is being performed.
Note: Users with 'Admin' permissions or users who have the "Manage Locations" granular permission enabled on the Admin tool can add a location. See Add Tiered Locations to a Project.
- Ordered by: Select the users who ordered the sheet.
Note: A user must be recorded in the Project level Directory tool to be selected from this list. To add someone to the project directory, see Add a Person to the Project Level Directory (iOS).
- Reference #: Enter the Variation number that will be associated with the Daywork sheet.
- Tap Camera to take a picture.
OR
Tap Library to upload a picture from your mobile device.
OR
Tap + Attachment to add an attachment.
- In the 'Labor' section, under 'Employees', tap on the following fields to enter information as needed:
- Employee*: Select the employee from the Workers list.
Note: To add a worker to the list, see Add a Worker (iOS).
- Classification: Select the employee’s classification
Link to existing classification article
- Hours*: Enter the number of working hours the employee performed.
- Time Type: Select the time type for the work.
- Tap Apply.
- In the 'Materials' section, under 'Quantities', tap on the following fields to enter information as needed:
- Material*: Enter the type of material used.
- Material Description: Enter a description of the material.
- Unit*: Select a unit of measurement from the list.
- Quantity*: Enter the quantity of materials needed.
- Tap Apply.
- In the 'Equipment' section, under 'Quantities', tap on the following fields to enter information as needed:
- Equipment Name*: Select the equipment used from the list.
- Equipment Description: Type any relevant information about the equipment item.
- Hours*
- Tap Apply.
- In the 'Approvals' section, under 'Company Signee', select the user from the list.
- Under 'Customer Signee', select the customer name from the list.
- Optional: In the 'Notes' section, under 'More Information', type in any additional information as needed.
- Tap Save.
A modal will appear to confirm if the sheet has been verified and the signatures have been applied.