Create an Action Plan

The Action Plans tool helps ensure that your unique company and project-specific requirements are clearly defined, centralized, and organized. Action plans created in Procore are reviewed for approval by key project stakeholders before being performed. Once an action plan is performed, it is reviewed again (along with any related records provided as evidence) after completion to confirm that the set standard of quality was met.

• Required User Permissions

• Action plans can be marked as 'Private' and only visible to certain users.

• When published, the status of an action plan is automatically set to 'In Progress'.

• Required Assignees can only be removed while creating or editing an action plan.

• Optional assignees can be removed while performing or editing an action plan.

• An item's due date can be modified or removed by a user with 'Admin' level permissions to the Action Plans tool while performing the action plan.

• To add references, you must have permissions to view the item(s) in the respective tool(s).

• To see references and to add requested records, users performing an action plan must have permissions to view the item(s) in the respective tool(s).

• To be added as the Plan Manager, the user must have 'Admin' level permissions on the project's Action Plans tool.

• To be added as an Action Plan Approver, the user must have 'Standard' level permissions or higher on the project's Action Plans tool.

• To be added as a Completed Action Plan Receiver, the user must have 'Standard' level permissions or higher on the project's Action Plans tool.

• Create Action Plan Types

• Optional: Create a Company Level Action Plan Template or Create and Edit a Project Level Action Plan Template

• Add General Information

• Add Sections and Items

• Copy Sections and Items

Add General Information

1. Navigate to the project's Action Plans tool.

2. To create the action plan from a template, click Create and click the template name.
   Note: Action plan templates that are in 'Edit' mode cannot be selected.
   OR
   To create an action plan without a template, click Create and click Create New Plan.

3. Complete the following under 'General Information'.

   • Enter a Name for the action plan.

   • Select the Plan Manager who is the user responsible for overseeing all stages of the action plan throughout its cycle.

   • Select a Type from the list.* If the type is not listed, click +Create Type. See Create Action Plan Types.
     Note: You must have 'Admin' level permissions on the Company level Admin tool to perform this action.

   • Select a Location from the list.* If the location is not listed, click +Create Location. See Add Locations to a Project.
     Note: You must have 'Admin' level permissions on the Company level Admin tool to perform this action.

   • Mark the Private checkbox to make the action plan visibile to only certain people.

   • Enter a Description for the action plan.

   • Click Add Approvers and select one or more users from the list.

   • Click Completed Action Plan Rec eivers and select one or more users from the list.

4. Click Create & Add Sections.

Add Sections and Items

1. Enter a name for the first section.

2. Complete the following for the first item within the first section:

   • Under 'Title', enter a name for the item.

   • Enter any 'Acceptance' Criteria for the item.

   • Click + Add Document to add photos, drawings, forms, documents, and attachments to the action plan for reference.* Action Plans always reference the latest version of uploaded drawings.

   • Click + Add Procore Item to add items such as specifications, correspondence, submittals, observations, and meetings.* The action plan will always reference the latest version of a specification.

   • Select a Due Date for the item.

   • Click Edit Assignees to assign responsible parties to the item and to designate whose signatures are requested.* Under Blocking Functionality, select one of three options to manage the workflow linearity of your Action Plan. See What is 'Blocking Functionality' in an action plan?* Assignee signature required to release rest of section: This option requires the assignee's signature to unlock subsequent items within the same Action Plan section, ensuring linear progression.* Assignee signature required to release rest of plan: This option requires the assignee's signature to block the completion of all subsequent items and sections in the entire Action Plan.* None: This option allows item completion without an assignee's signature, enabling flexible, non-sequential task completion.* Select the Assignee drop-down menu (an entity or a specific person).* If the person is not listed in the drop-down menu, click Create Person to add a new contact as the assignee. See What is a 'contact' in Procore?* _S_elect the Verification Method the assignee should use to verify the item's completion. See Create Action Plan Verification Methods.* If the verification method is not listed in the drop-down menu, click +Create New Verification Method.
     Note: You must have 'Admin' level permissions on the Company level Admin tool to perform this action.* Enter a name for the verification method.* Click Create.* Click **Save.* Under Required, select the checkbox to require an assignee signature.
     Note: If the Required checkbox associated with the assignee is not selected, blocking functionality will not be enabled.* Click Add Assignee to add additional responsible parties.* Click Save.

   • Click Add Records to request one or more records to be included as part of the item's completion.* Click Inspections, Correspondence, or Forms andmark one more checkboxes next to the template or type you want to request.
     Note: 'Read Only' level permissions or higher on the corresponding Project level tool is required to request records for that tool.* Click Submittals, Meetings, Observations, Attachments (including Documents), or Photos and mark the checkbox to request that record.* Click Save after selecting the requested records for the item.

3. Click Add Item to add a new item within the section.

4. Click Add Section to add a new section.

5. Continue adding sections and items as necessary.

   • Copy Sections and Items on an Action Plan

   • Bulk edit items

   • Rearrange sections or items.

   • Delete a section or item.

6. When you are finished adding sections and items, click Save Draft to save it as a draft, or click Publish if you're ready for the action plan to be approved to be performed.

    Note

   Clicking Publish shifts the action plan into 'View' mode where it can be approved and performed.

• Approve an Action Plan to be Performed

• Perform an Action Plan

• Update the Status of an Action Plan

• Sign a Completed Action Plan