Submittals
The place to make edits to when submittals will send out emails
What is the submittal configuration settings?
These users can view unpublished drawing markups
What is the user that created them?
What RFI stands for
What is a Request for Information?
This tool is used to keep track of potential safety related issues or document unfortunate accidents
What is Incidents?
Place where meeting templates are created and managed
What is the company level Admin tool?
Submittals can be automatically created from this other Procore tool
What are specifications?
This is how to upload a drawing revision
What is uploading a new drawing with a drawing number that is already in use on the project?
This user is responsible for marking responses as official
What is an admin or the RFI Manager?
Time of the project that the Punch List tool is used
What is project close out?
This tool integrates with Navisworks and provides a 3D representation of the clients project
What is Models?
Role given to a user that is added to a workflow by another user with the forward for review feature
What is a reviewer?
These users are notified when new drawings are added to the published in the project
What are drawing log subscribers?
RFIs can be created while looking at the plans on a project using this feature
What is a drawing markup?
This tool uses fillable PDFs that can not be created in the Procore platform
What are Forms?
Doing this prevents an item form carrying over to a follow-up meeting
What is marking the item as closed?
Editing this will change the final due date of the submittal
What are the dates in the workflow?
Adding these can allow you to have two different drawings in your project with the same drawing number
What are Drawing Areas?
If a user did not recieve an email from an RFI a rep can check here first to see if it should have been sent
What is the email matrix in the configuration settings of the RFI tool?
These can be created at the company or project level and gives a checklist for users to fill out in their projects to ensure quality or safety standards have been met
What are inspection templates?
This tool is just a viewer of another programs file and all edits to need to be done outside of Procore and then upload a new file
What is the Schedule tool?
Only these users will be able to mark up a submittal
What is the ball in court?
The "Drawing Sets" tab allows you to see all drawings added to each set whereas this tab will only show you the most recent drawings on the project in every set
What is Current Drawings?
Users can reply to an RFI in Procore or they can do this
What is reply to the RFI email?
This can be set up to limit the log types that can be created by subcontractors in the Daily Log
What is collaborator entry?
These must be configured before you have the ability to create Instructions on your project
What are Instruction Types?