Create Coordination Issues from a Model (iOS)

Background

If an issue is discovered when viewing a model, you can choose to create a coordination issue so that the issue can be tracked in the project's Coordination Issues tool. If you want to create an observation instead, see Create Observations from a Model (iOS).

Things to Consider

  • Required User Permissions:

    • 'Read Only' or 'Admin' permissions to the Models tool.
      AND

    • 'Standard' or 'Admin' permissions to the Coordination Issues tool.

  • Additional Information:

    • If you are working in offline mode, the coordination issue will be uploaded when a network connection is reestablished.

    • The coordination issue will sync to the Coordination Issues tool and the Procore plugin in Navisworks®.

Prerequisites

  • At least one model must have been published to the Procore project. See Publish a Model to Procore.

  • The Coordination Issues tool must be active on the project.

Steps

  1. Navigate to the Models tool on the Procore app using an iOS mobile device.

  2. Tap the model you want to open.
    Note: If you have not downloaded the model to your device yet, tap Download. See Download or Remove Models from a Device (iOS).

  3. Locate the area of the model that you want to create a coordination issue for.

  4. Tap the Create icon-models-create-mobile.png icon.

  5. Tap Coordination Issue.

  6. Complete these fields as needed:

    • Title: Type a title for the issue. This is the first reference that collaborators see when reviewing an issue.

    • Description: Enter a description of the issue.

    • Location: Select the issue location.

    • Due Date: Set a due date on the calendar.

    • Priority: Select the issue priority. Options are: Low, Medium, High, Critical.

    • Assignee: Select the person who is responsible for resolving the issue. The person must have 'Standard' or 'Admin' permissions on the Coordination Issues tool to be selected as an assignee.

    • Watchers. Select the members to notify by email about issue updates. Watchers must have 'Read Only' level permissions or higher on the tool.

    • Trade: Select the relevant trade associated with the issue.

    • Type: Select the issue type. Options are: Building Code, Clash, Client Feedback, Constructability, Coordination, Design Review, Existing Condition, and Other.

  7. Click Create.
    Note: The coordination issue is automatically created.

See Also

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