Search and Filter Action Plans (iOS)
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
- 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.