¿Cómo puedo utilizar el PDF de permiso de trabajo en caliente de Procore en la herramienta Formularios de mi proyecto?
Fondo
Procore ha creado un nuevo PDF rellenable llamado Permiso de trabajo en caliente. Este PDF se puede utilizar en sus proyectos de Procore descargando el archivo a continuación y cargándolo a la herramienta Administración a nivel compañía, y luego completando el formulario en la herramienta Formularios utilizando las aplicaciones web o móviles de Procore.
Pasos
Paso 1: descargar el PDF
Haga clic en aquí para descargar el archivo de permiso de trabajo en caliente.
Paso 2: agregar el PDF a Procore
Después de descargar el PDF, consulte Crear una plantilla de formulario a nivel compañía O haga clic aquí para ver los pasos.
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click Forms.
- Click
Form Template. - 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.
- Click Attach File and select Upload a file from your computer or Select a file from Procore.
- Click Create Template.
Paso 3: complete el formulario
Recomendación
Los formularios también se pueden completar utilizando las aplicaciones móviles iOS y Android de Procore. Consulte Completar un formulario (iOS) y Completar un formulario (Android).Consulte Completar un formulario o haga clic aquí para ver los pasos.
Fill Out a Form
- Navigate to the project's Forms tool.
- Click Fill Out Form and select the form template you want to use.
- 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.
- Update the form's information in the fields under 'Form Info':
Note: Click the
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.
- 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 
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