Edit a Company Level Action Plan Template

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool

• Additional Information:

  • The default general information and default sections and items can be changed while an action plan is being created from a template by users with the appropriate permissions.

  • You can set templates to Private by default. However, when creating an action plan from a template, users can select to make the action plan private or not.

• Create Action Plan Types

• Optional: Create a Company Level Action Plan Template

1. Under Tool Settings, click Action Plans.

2. Navigate to the Templates area.

3. Click Edit next to the action plan template you want to edit.

4. Edit general information as needed. Note: Some fields are only configurable at the project level.
   

   Show/Hide Fields

   • Name. The name for the action plan.

   • Status. The current stage of the action plan.

   • Type. Category or label to organize the action plan.

     • If the type is not listed, click +Create Type. Note: You must have 'Admin' level permissions on the Company level Admin tool to perform this action.

   • Private. Checkbox to make the action plan visible to only certain people.

   • Location. Where the work is taking place.

     • If the location is not listed, click +Create Location. Note: You must have 'Admin' level permissions on the Company level Admin tool to perform this action.

   • Description. Explains the purpose, scope, and ground rules for why the plan exists.

   • Plan Manager. The user responsible for overseeing all stages of the action plan throughout its cycle.

   • Action Plan Approvers. Stakeholders who must review and sign off on the plan's requirements before work begins.

   • Completed Action Plan Receivers. People who automatically receive a final PDF record once the entire plan is finished.

5. Edit sections and items as needed. Note: Some fields are only configurable at the project level.

   Show/Hide Fields

   • Section Title. Title used to group your action plan item tasks.

   • Item title. Name of the specific task or step to be done.

   • Item status. Current stage of the action plan item.

   • Acceptance Criteria. The rules or standards a task must meet to be considered correct.

   • References. Links to helpful documents, like a specific blueprint or manual.

     • Click + Add Document to add photos, drawings, forms, documents, and attachments to the action plan for reference. Action Plans always reference the latest version of uploaded drawings.

     • Click + Add Procore Item to add items such as specifications, correspondence, submittals, observations, and meetings. The action plan will always reference the latest version of a specification.

   • Due Date. The deadline for when a specific task must be finished.

   • Assignees. The specific individuals responsible for doing the work.

     • Under Blocking Functionality, select one of three options to manage the workflow linearity of your Action Plan.

     • Assignee signature required to release rest of section: This option requires the assignee's signature to unlock subsequent items within the same Action Plan section, ensuring linear progression.

     • Assignee signature required to release rest of plan: This option requires the assignee's signature to block the completion of all subsequent items and sections in the entire Action Plan.

     • None: This option allows item completion without an assignee's signature, enabling flexible, non-sequential task completion.

     • Select the Assignee drop-down menu (an entity or a specific person).

     • If the person is not listed in the drop-down menu, click Create Person to add a new contact as the assignee.

     • Select the Verification Method the assignee should use to verify the item's completion.

     • If the verification method is not listed in the drop-down menu, click +Create New Verification Method. Note: You must have 'Admin' level permissions on the Company level Admin tool to perform this action.

     • Under Required, select the checkbox to require an assignee signature. Note: If the 'Required' checkbox associated with the assignee is not selected, blocking functionality will not be enabled.

     • Click Add Assignee to add additional responsible parties.

     • Click Save.

   • Verification Methods. How you will prove the work was done (e.g., a photo or a signature).

   • Records. The actual files, photos, or documents attached to prove the work is complete.

     • Click Inspections, Correspondence, or Forms and mark one more checkboxes next to the template or type you want to request. Note: 'Read Only' level permissions or higher on the corresponding Project level tool is required to request records for that tool.

     • Click Submittals, Meetings, Observations, Attachments (including Documents), or Photos and mark the checkbox to request that record.

     • Click Save after selecting the requested records for the item.

   • Notes. A place to write extra comments or details about the task.

6. Click + Add Item to add items to your action plan sections.

7. Click + Add Section to add additional sections to your action plan.

8. Continue editing sections and items as necessary.

Copy Sections and Items on an Action Plan

1. Under Sections and Items, locate the section or item you want to copy.

2. Hover your cursor over the end of the row.

3. If you are copying a section, hover over the section title bar and click Duplicate OR if you are copying an item, hover over the item and click Duplicate .

4. Fill out the information as needed in the newly created section or item.

Bulk Edit Items

1. To bulk edit sections and items, do the following:

   • To edit all sections and items, click the first checkbox at the top of the Sections and Items table. This triggers the bulk edit menu options.

   • To only edit one section and all of its items, click the checkbox next to the section number. This triggers the bulk edit menu options.

   • Click the Edit drop-down arrow.

   • You can bulk edit the Acceptance Criteria.

   • Enter your desired details.

   • Click Save.
     

     

2. When you are finished editing sections and items, click Save Draft to save it as a draft, or click Publish if you're ready for the action plan to be approved to be performed.

Rearrange Sections or Items

1. Click the toggle next to Reorder Sections.

2. Hover your cursor over the beginning of the row with the section or item you want to move.

3. Click and hold the vertical grip (⋮⋮) icon.

4. Drag and drop the row to move it up or down in the table's order.

Delete a Section or Item

1. Hover your cursor over the end of the row.

2. Click the icon.

3. Click Delete.

4. When you are finished editing sections and items, click Save Draft to save it as a draft, or click Publish if you're ready for the action plan to be approved to be performed.

• Create an Action Plan