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如何在项目表单工具中使用 Procore 的作业危害分析 PDF？

  1. 最后更新
  2. 另存为PDF

背景

Procore 创建了一个名为"作业危害分析"的新可填写 PDF。通过下载下面的文件并将文件上传到公司级别管理员工具，然后使用 Procore Web 或移动应用程序在表单工具中填写表单，即可在你的 Procore 项目中使用此 PDF。

步骤

第 1 步：下载 PDF

单击 此处 下载 作业危害分析文件。

第 2 步：将 PDF 添加到 Procore

下载 PDF 后，请参阅创建公司级别表单模板或点击此处查看步骤。 

  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.

第 3 步：填写表单

 提示
还可以使用 Procore 的 iOS 和 Android 移动应用程序填写表单。请参阅填写表单 (iOS) 和填写表单 (Android)。

请参阅填写表单或点击此处查看步骤。 

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.