Add Records to Action Plan Items

Adding requested records to action plan items centralizes project documentation within a single workflow. This process provides complete visibility into compliance checks and task completion criteria across your project. Linking records ensures all supporting evidence remains accessible to reviewers and stakeholders during quality checks.

• Required User Permissions

• Additional Information:

  • To attach records, appropriate view permissions for the specific item type in its respective tool (e.g., 'Read Only' or higher on the Inspections, Submittals, or Documents tool).

  • Record requests must be created on the plan item before records can be attached.

  • Document attachments reflect the specific version uploaded at the time of addition.

  • Creating a new record redirects you to the corresponding project-level tool before returning to the action plan.

• Créer un plan d’action

• Approuver un plan d’action à exécuter

1. Navigate to the project's Action Plans tool.

2. Click View next to the action plan with items you want to add records to.

3. Locate the item for which you want to add records.

    Tip

   You can only add records that were requested. See Request Records in Published Plans.

4. Click the requested record link under the Records column.

5. Attach the appropriate record type based on the request:

   • For Inspections, Correspondence, Submittals, Forms, Observations, or Meetings:

     • Click Create New if the record does not exist, complete the creation process in the corresponding tool, and return to the action plan.

     • Click Link [Tool].

     • (Optional for Observations) Use the Filter by Status dropdown to filter observations, or check the Status column to verify an item's current state before selecting.

     • Select the checkboxes next to the items you want to add as records.

     • Click Save.

   • For Attachments and Documents:

     • Click +Add Attachment in the Attachments Requested sidebar.

     • Select files from your computer or existing Procore tools.

     • Click Save.

   • For Photos:

     • Click +Add Photo in the Photos sidebar.

     • Select photos from your computer or the Photos tool.

     • Click Save.