Create an Instruction (Android)

Open the Procore app on an Android mobile device and select a project.
Note: This loads the Tools screen for the project.

Tap the quick createicon and select Instruction.
OR
Tap the Instructions tool and tap the createicon.

Complete the following fields as necessary:
Note: An asterisk (*) indicates the field is required.

• Camera/Attachments: Tap Camera or Attachments if you want to add a photo or file to the instruction.

• Title*: Enter a title for the instruction.

• Type*: Select the instruction type.
  Note: The instruction types that appear in the list depend on the types that have been added for the project in the Instructions tool's Configure Settings.

• Status*:

  • Draft: Select Draft if you want the instruction to be saved as a draft so that it is not yet sent out to recipients.

  • Issued: Select Issued if you want the instruction to be issued to the contacts in the 'Attention' and 'Distribution' lists by email after saving.
    Note: After an instruction has been saved as 'Issued', you cannot set it back to 'Draft'.

• Description: Enter a description for the instruction.

• Instruction From: Select the person that the instruction was received from.

• Attention:

  • Select one or more contacts from the People, Companies, and Groups tabs that you want to issue the instruction to.

  • Tap Done to confirm your selection and return to all fields.

• Distribution:

  • Select one or more contacts or distribution group to be notified of the instruction.

  • Tap Done to confirm your selection and return to all fields.

• Date Received: Select the date that the instruction was received.

• Trades:

  • Select one or more trades that are associated with the instruction.

  • Tap Done to confirm your selection and return to all fields.

• Schedule Impact: Select Yes, Yes (Unknown), No, TBD or N/A to indicate whether there is a schedule impact.

• Cost Impact: Select Yes, Yes (Unknown), No, TBD or N/A to indicate whether there is a cost impact.

• Private:

  • Tap the toggle ONto set the instruction to Private so that it can only be viewed by 'Admin' level users and those selected in the 'Attention' and 'Distribution' fields.

  • Tap the toggle OFFif you want the instruction to be visible to all users with 'Read Only' or higher permissions to the project's Instructions tool.

Tap Save.