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Procore

Como uso o PDF de Participação em palestra de saúde e segurança do Procore na ferramenta Formulários do meu projeto?

  1. Última atualização
  2. Salvar como PDF

Histórico

O Procore criou um novo PDF preenchível chamado Toolbox Talk Sign-In. É possível usar esse PDF em seus projetos Procore fazendo download do arquivo abaixo e o upload do arquivo na ferramenta Administrador de nível de empresa e, em seguida, preenchendo o formulário na ferramenta Formulários usando os aplicativos móveis ou Web do Procore.

Etapas

Etapa 1: fazer download do PDF

Clique aqui para fazer download do arquivo de login do Toolbox Talk .

Etapa 2: adicionar o PDF ao Procore

Após o download do PDF, consulte Criar um modelo de formulário de nível de empresa OU clique aqui para visualizar as etapas.  

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Forms.
  3. Clickicon-plus-2.pngForm Template.
  4. Enter the following fields. Required fields have an * asterisk:
    • Title*: Enter a name for the form. The template's title will be included on any form created from the template and will be searchable in the project's Forms tool.
    • Description: Optional:  Enter a brief description that outlines the purpose, content, and/or audience of this form.
    • Form PDF*: Add a fillable PDF to use for the form template.
      • Click Attach File and select Upload a file from your computer or Select a file from Procore.
        OR
      • Drag and drop the fillable PDF from your computer into the gray box.
  5. Click Create Template.

Etapa 3: preencher o formulário

 Dica
Também é possível preencher os formulários usando os aplicativos móveis do Procore para iOS e Android. Consulte Preencher um formulário (iOS) e Preencher um formulário (Android).

Consulte Preencher um formulário OU clique aqui para visualizar as etapas.  

Fill Out a Form

  1. Navigate to the project's Forms tool.
  2. Click Fill Out Form and select the form template you want to use.
  3. Complete the form in your web browser.
    OR
    Replace the form with a file from your computer (if enabled). See Configure Advanced Settings: Forms.
    • Optional: Click the download icon and select Download Blank Form to download a blank copy of the form template.
    • Click the upload icon to replace the form template with a new PDF.
  4. Update the form's information in the fields under 'Form Info':
    Note: Click the icon-info.png icon to close or to open the 'Form Info' panel.
    • Name: This field is pre-filled with the name of the form template, but you can edit the name.
    • Description: Optional. Enter a description of the form.
    • Private: Mark this checkbox to only allow the form's creator and users with 'Admin' level permissions on the Forms tool to view this completed form.
      Note: The 'Form Info' is not included when a completed form is downloaded. See Download a Project Level Form.
    • Attachments: Optional. Click Attach File(s) or drag-and-drop files from your computer.
  5. Click Create.

 

If you would like to learn more about Procore's forms software and how it can help your business, please visit our construction site quality and safety tool product page icon-external-link.png.