SIGN IN YOUR ACCOUNT TO HAVE ACCESS TO DIFFERENT FEATURES

FORGOT YOUR PASSWORD?

FORGOT YOUR DETAILS?

AAH, WAIT, I REMEMBER NOW!
QUESTIONS? Contact Us | 866-824-4459

ZenTek ConsultantsZenTek Consultants

  • Consulting Services
    • Construction Consulting Services
      • Industry-Based Design & Layout Processes
      • Construction Management Workflow Optimization
      • Project Scheduling & Integration Services for Construction
      • Construction Technology Managed Services
      • Quantity Takeoff (QTO) & Estimating Tools Optimization
      • Quantity Takeoff (QTO) & Estimating Data Integrations
      • Construction CRM & Data Controls
      • Real-Time Construction Reporting & Analytics
      • Construction As-Built & Submittal Services | CAD & BIM Workflow Optimization
      • On-Demand Technology Support
    • Design Consulting Services
      • Infrastructure Technology Systems Development
      • CAD Standards Development Services
      • Computer Aided Design (CAD) Managed Services
      • CAD Data Integration & Symbology Services
      • BIM & 3D Systems Development for Construction and Design Firms
      • On-Demand Technology Support
  • Tech Services
    • Construction Technology
      • Bluebeam Revu Custom Tools
      • Bluebeam Revu and Microsoft Excel Quantity Linking
      • Practical Use of Autodesk Construction Cloud
      • Services for Procore
      • Streamlining Manufacturing with Bluebeam
      • On-Demand Technology Support
    • CAD & BIM
      • Autodesk Service Provider
      • Civil 3D Kickstart
      • Civil 3D Templates
      • ZenPipe for Civil 3D Pressure Networks
      • On-Demand Technology Support
    • Microsoft
      • Microsoft 365 Implementation
      • Microsoft Teams Services
      • SharePoint Online Services
      • On-Demand Technology Support
    • Government & Public Facilities Services
      • Security & Safety
      • Space Planning & Leasing
      • Facility & Inventory Controls
      • Drafting Support
      • On-Demand Design Technology Support
  • Training & Support
    • Live Online Courses
      • Upcoming Courses
      • AutoCAD Online Courses
      • AutoCAD Civil 3D Online Courses
      • Autodesk Build Essentials Online Course
      • Autodesk InfraWorks Online Courses
      • Autodesk Revit Online Courses
      • Autodesk Vehicle Tracking Online Courses
      • Autodesk 3ds Max Online Courses
      • Autodesk Navisworks Online Courses
      • Bluebeam Revu Online Courses
      • BricsCAD Online Courses
      • Microsoft Online Courses
      • Primavera P6 Live Online Courses
      • Procore Online Courses
    • On-Demand
      • On-Demand Training Courses
    • Other Training Options
      • Custom/Private Training
      • Training Waitlist
      • Training Reimbursement Resources
    • Support
      • On-Demand Design Technology Support
      • Support Request
  • Software
    • Construction
      • Autodesk Construction Cloud
      • Bluebeam Revu
      • ContractorBI™
      • Matterport Software & Cameras
      • Procore Construction Management Software
      • SiteDocs Safety Management Software
      • TopBuilder Solutions
    • Design
      • BricsCAD
      • Communicator for BricsCAD
      • BricsCAD Shape
      • Bricsys 24/7
      • SmartDraft Solutions
      • Spatial Manager
      • ZenSurvey
    • Business
      • Microsoft
      • Microsoft Surface Pro 10
    • ZenTek Software
      • ZenBidTracker | Smarter Bid Tracking for Contractors
      • ZenEstimate Tools
      • ZenPipe for Civil 3D Pressure Networks
      • ZenTek Revu Tools
  • Resource Center
    • Resources
      • Blog
      • Tips and Tricks
      • From Chaos to Control: ZenTek Simplifies Construction Tech
      • The CADDLE Call Podcast
      • The Frozen Layer Podcast (Canada)
      • TekFlow for Construction: Increase Efficiency and Productivity
      • TekFlow for Government and Public Facilities: Better Access to Data
      • Training Reimbursement Resources
    • Events
      • Upcoming Events
      • Live Webinars
      • Watch Now
  • About Us
    • News
    • Careers
    • Contact Us
    • Promotions
  • Shop Now

Procore – Making Sure Things Get Done Your Way

ZenTek Consultants
Thursday, 21 July 2022 / Published in Procore

Procore – Making Sure Things Get Done Your Way

Action Plan for Site Safety Training

As a Certified Procore Consultant, ZenTek deals with a lot of General Contractors using the Procore Project Management system. One of the biggest issues that folks bring up to us all the time is “accountability”. There seems to be a real struggle out there in making sure that people are performing tasks they’re supposed to, notifying folks when they’re done and even just knowing what steps they’re supposed to take for any given task. A lot of Procore features have some basic workflows built-in, but that’s not what most of us need. We’re really looking for a way to tell our people: “Hey, this is what you need to do to make sure we’re compliant with Safety Training” or “This is the process for tracking site visits” or any one of a thousand other processes we need followed that are specific to our company.

This is where the Procore Action Plan tools come into play. Not familiar with them? Don’t worry, I’m always surprised by how many folks don’t know about or use Action Plans. The concept is easy. You enable the Action Plan module in Procore, build some standard Action Templates, and then apply the appropriate ones to each of your projects. The Action Plan can provide written instructions for each workflow steps you need followed, connects forms you need filled out, and even provides links directly to Procore records like observations, incidents, or inspections. You also can enforce sign off and approval requirements to each step, to ensure folks are actually doing what you need them to.

Let’s look at a quick example. Below is an Action Plan for Site Safety Training that’s required for all employees/contractors to complete before they can access the construction site.

Action Plan for Site Safety Training

Note that it’s essentially a written workflow, with attached forms, due dates, and assignees who need to sign off (i.e., contractors), and internal “approvers” to verify completion before the workflow can move forward. In addition, there’s a Change History tab on each action Plan that summarizes every event and who approved and signed off on each step.

At the end of the day, Action Plans give you the ability to create a number of pre-defined workflows, specific to processes you need followed, and apply them to each of your projects. The struggle of explaining to people what steps need to be taken, verifying what’s been done or hasn’t, even training new people to move forward in the company food chain are all easily addressed by Action Plans. From the Company Level Admin tool, you can go to ACTION PLANS on the sidebar and create templates for use by employees and subcontractors at any level. The nice thing is that these can be easily filtered and sorted using standard Procore tools so creating dozens of templates doesn’t become confusing. You can even add a “Type” field to the templates for things like Safety, Electrical Inspections, Close Out, etc., to make it easier to group plans into easy-to-find (and apply) categories on your jobs.

New Action Plan Template

Just click the “Create & Add Sections” button to start building your plan in a tiered, outline format to direct each and every step along the way. You can even force hold and/or witness points to get specific people or trades to approve steps.

Procore Action Plan Template

From there, just PUBLISH the template and it becomes available for use on every one of your jobs under the PROJECT > ACTION PLANS section.

Action Plans are one of the best ways I’ve ever run across to ensure corporate compliance and timely completion of necessary steps and benchmarks on a construction job.

What you can read next

Procore Importing Vendors
Procore: Importing Companies/Vendors
The CADDle Call podcast
PDF Takeover of the QTO World
The CADDle Call podcast
Construction Dashboards for Project Management – Why They are Necessary

Recent Posts

  • The Hidden Costs of Working Off Outdated Construction Documents

    The Hidden Costs of Working Off Outdated Construction Documents

  • The CADDle Call podcast

    3D Visualization for Infrastructure

  • Procore Punch List Templates

    Procore Punch List Best Practices for Superintendents and Project Managers

  • The CADDle Call podcast

    AutoCAD – Where It Is and Where It’s Going

  • Using Templates in Microsoft

    Utilizing Templates in Microsoft Project, Excel, and Word

Categories

Archives

  • Consulting Services
  • Construction Tech Services
  • Design Tech Services
  • Online Training
  • Software
  • Government Contracting Specialists
  • About Us

  • Events
  • The CADDle Call Podcast
  • Blog
  • YouTube Channel
  • Promotions
  • Subscribe to Emails
  • Privacy Policy
  • Contact Us
Associated General Contractors of America Member

ACCNJ Member

GBCA Member

Mechanical Contractors Association of Canada (MCAC) Associate Member

Partnering with

Partnering with Autodesk, Bluebeam, BricsCAD, Matterport, Microsoft, Procore, SiteDocs, TopBuilder, and Trimble
  • GET SOCIAL

©2016 - 2025 ZENTEK. LLC 2 University Plaza, Suite 100 Hackensack, NJ 07601 (US) // 620 Nine Mile Drive Suite 208, Bedford, NS B4A 0H4 (CANADA)

TOP
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
Do not sell my personal information.
Cookie SettingsAccept
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT