Procore Hot Tip - Action Plan Sign Off

Action Plans

The Action Plans tool in Procore is used to lay out and track the projects progress in accordance with CBC process. This is through the End to End action plan – the progress will be reviewed regularly throughout the project.

The templates for these will be added to each project during the set-up stage by your Project Manager/Project Administrator, and each task will be assigned to the appropriate team member with a due date.

If you have been assigned to an item in an Action Plan, you will receive an email notification.

You will also receive email notifications when the item is due, and regular notifications when it is overdue.

Note: These notification emails can be stopped by you signing off the item you have been assigned. 

If the due date is wrong, tell your PM/Admin the correct/updated date so they can update the item.

Sign Off

Once you have completed the action required from the Action Plan item you have been assigned, open the Procore Action Plan tool. 

Click the name of the relevant Action Plan to open it.

In the Sections and Items part, you can either scroll down until you find the item assigned to you, or you can click the Filter button.

From the Filter pop up tab you can select the criteria to filter by – if unsure, search your name in the Assignees dropdown.

Once you find the correct item, click on your name in the Assignees column. 

In the pop-up, click and drag your mouse to scribble a signature and click Sign.

If you were the only Assignee for that item, the item status will automatically change to Closed.

If more than one person has been entered as an Assignee and you are the only person who has signed off the item, the status will change to In Progress – note that you will not get any further notifications, but the item will only close once all assignees have signed off the work.