Edit and Reissue an Instruction

If you have previously issued an instruction to recipients, you can edit it at any time and reissue the updated version by email.

• Required User Permission:

  • To edit any instruction, 'Admin' level permission on the project's Instructions tool.

  • To edit an instruction that you created, 'Standard' level permission on the project's Instructions tool.

• Additional Information:

  • This tool has been developed specifically for Procore clients in Australia, New Zealand and Canada.

  • If you save an instruction in 'Draft' status, you can edit it later and click the Update & Issue button to send it to your recipients.

1. Navigate to the project's Instructions tool.

2. Click Edit on the instruction you want to edit.

3. Update the information as needed.

   • *#: Procore automatically assigns numbers to instructions in sequential order.

   • *Title: Enter or update the descriptive subject for the site instruction.

   • Instruction From: Select the person who originated the instruction.

   • Date Received: Select the date the site instruction was received from the originator (the person named in the ‘Instruction From’ field).

   • Attention: Select the desired people or distribution groups from the Project Directory. They are the recipients to whom you will issue the instruction.

   • Distribution: Select people or distribution groups from the Project Directory to copy the instruction to the named individuals.

   • Trade(s): Select the applicable trade from the dropdown menu. Trades are configured at the Company level.

   • Schedule Impact: Select one of the following to indicate if the instruction item will affect the project's schedule (delay the project's planned schedule):
     Yes, Yes (Unknown), No, To Be Determined (TBD), and N/A.

   • Private: Mark this checkbox to hide the instruction from everyone except users with 'Admin' level permission on the Instructions tool, designated users in the 'Attention' field, and members of the default distribution group.

   • Cost Impact: Select one of the following to indicate if the instruction item will affect the project's budget (add costs to the project):
     Yes, Yes (Unknown), No, To Be Determined (TBD), and N/A.

   • Description: Enter a more detailed description for the site instruction.

   • Attachments: To attach a file, click the Attach Files link. Then, select the desired file.
     Note: You cannot modify the following fields: Created By, Created Date, and Date Issued.

4. Do one of the following:

   • If you do not want to reissue the instruction to recipients by email, click Update. This action saves the instruction as a 'Draft' in the List view.

   • If you have not previously issued the instruction or if you have updated an instruction that was in the 'Draft' status, click Update & Issue. This action sends the instruction to recipients and saves it in the 'Issued' status in the List view.

   • If you want to issue the instruction to recipients by email, click Update & Re-Issue. This action sends the update to recipients and saves the updated instruction in the 'Issued' status in the List view.