Add Equipment Entries (iOS)

Objective

To add equipment entries on an iOS mobile device.

Things to Consider

• Required User Permissions:
  • To add new hired or subcontractor equipment, 'Standard' level permissions or higher on the Project level Equipment (Legacy) tool.
  • To add or re-induct existing equipment,
    • 'Read Only' level permissions or higher on the Company level Equipment (Legacy) tool.
      AND
    • 'Standard' or 'Admin' level permissions on the Project level Equipment (Legacy) tool.
      Note: 'Standard' level users can edit equipment entries they have created, but cannot edit company-owned equipment.
• Additional Information:
  • To configure what items are created with the quick create  icon, see Configure Quick Create Settings.

Steps

1. Open the Procore app on an iOS mobile device and select a project.
   Note: This loads the Tools screen for the project.
2. Tap the quick create  icon and select Equipment (Legacy)​​​​​​​.
   OR
   Tap the Equipment (Legacy) tool and tap the create  icon.
3. Tap into the Serial # field and enter a serial number to add new equipment or search for existing equipment.
   • If you find a match, select the existing equipment from the list.
4. Tap Next.
5. Tap into the fields to add the following information.
   Notes:
   • An asterisk (*) indicates a required field.
   • If you selected an existing equipment item, not all fields will be available.
     • Serial #*: Enter the serial number associated with the item.
     • Ownership*: Indicate the ownership of the item.
     • Owner/Supplier: Enter the item's owner or supplier.
     • Type/Make/Model*:  Select the item’s type, make, and model. See Configure Advanced Settings: Company Level Equipment Tool.
       Note: You can click "+ Create Model" to add a new model to your company's Make & Model list.
     • Year of Manufacture: Enter the year that the item was manufactured.
     • Induction #*: Enter the item's induction number.
     • Arrival Date*: Enter the date of the item's arrival.
     • Next Service Date: Enter the item's next service date. 
     • Last Service Date*: Enter the item's most recent date of service.
     • Camera: Tap to take a new photo and attach it to your equipment entry.
     • Attachments: Tap to attach Photos or Files from your local device to your equipment entry.
6. Click Save to add your entry.

See Also

• Add Inspections to Equipment Entries (iOS)
• Configure Advanced Settings: Company Level Equipment Tool