Search and Filter Action Plans (iOS)
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Objective
To search for or filter an action plan on an iOS mobile device.
Things to Consider
Required User Permissions:
'Read Only' level permissions or higher on the Project level Action Plans tool.
Additional Information:
Some action plans are private and cannot be searched for based on your permissions. See Who can see private action plans?
Steps
Search for Action Plans
Add Filters
Search for Action Plans
Open the Procore app on an iOS mobile device.
Tap the project's Action Plans tool.
Tap the Search
bar.
Begin typing a search term.
Note: Results that match the search will automatically begin populating.Tap the X icon on the Search bar to clear the search.
Add Filters
Open the Procore app on an iOS mobile device.
Tap the project's Action Plans tool.
Tap the Filter
icon.
Tap the parameters you want to filter by.
Note: Several filters contain a search bar that allows you to search through the list of items in that filter.Type
Plan Manager
Location
Status
Tap Apply.
Optional: To clear the filters that were applied:
Tap the Filter
icon.
Tap Reset All Filters.