Site Manager Certification --- EN-AU

Learn how to use Procore's tools as a site manager and discover best practices.

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About this course

Welcome to the Site manager certification! This course is designed to teach you how to effectively use Procore's tools* as a Site manager.

 

*Tools covered in this course: Change Events, Crews, Site Diary, Documents, Drawings, Emails, Forms, Incidents, Inspections, Meetings, Observations, Photos, Defect List, Reports, RFIs, Program, Specifications and Timesheets. How do I check what tools I have included in my Procore account?

Curriculum3.5 hours

  • Course Introduction
  • Intro to Site Manager
  • Navigating Procore (4min)
  • Navigating Procore - Mobile (4min)
  • Practice: Navigating Procore
  • Core Tools
  • Intro to Core Tools
  • Directory and Permission Levels (6min)
  • View Documents (4min)
  • Upload Documents (5min)
  • Upload and View Documents - Mobile (3min)
  • Create Custom Reports (3min)
  • View Announcements (1min)
  • Core Tools Review
  • Project Management Tools
  • Intro to Project Management
  • View Drawings (7min)
  • View Drawings - Mobile (3min)
  • Mark Up Drawings (6min)
  • Mark Up Drawings - Mobile (3min)
  • Practice: Mark Up Drawings
  • Manage Specifications (5min)
  • View a Program (5min)
  • Create an RFI (6min)
  • Create an RFI - Mobile (4min)
  • Practice: Create an RFI
  • Close an RFI (2min)
  • View a Submittal - Mobile (2min)
  • Create a Defect List Item - Mobile (5min)
  • Close a Defect List Item - Mobile (2min)
  • Practice: Respond to a Defect Item
  • Manage Photos (3min)
  • Upload Photos (2min)
  • Photos Overview - Mobile (3min)
  • Create Meetings (5min)
  • View Meetings - Mobile (1min)
  • Create a Correspondence Item (2min)
  • Respond to a Correspondence Item (2min)
  • Change the Status on a Correspondence Item (1min)
  • Project Management Review
  • Resource Management Tools
  • Intro to Resource Management
  • Create a Site Team - Mobile (2min)
  • Add Worker - Mobile (2min)
  • Create a Timesheet - Mobile (4min)
  • Add a My Time Entry - Mobile (3min)
  • Create a Daywork Sheet (2min)
  • Create a T&M Ticket - Mobile (2min)
  • Request a Signature and Sign a Daywork Sheet (2min)
  • Resource Management Review
  • Financial Management Tools
  • Intro to Financial Management
  • Create a Change Event (3min)
  • Create a Change Event - Mobile (2min)
  • Practice: Create a Change Event
  • Financial Management Review
  • Quality and Safety Tools
  • Intro to Quality and Safety
  • Add Site Diary Entries (3min)
  • Add Site Diary Entries - Mobile (4min)
  • Practice: Add Site Diary Entries
  • Create Project Level Inspection Templates (4min)
  • Create an Inspection Program (4min)
  • Perform an Inspection - Mobile (4min)
  • Add Observation Templates (3min)
  • Create an Observation - Mobile (3min)
  • Respond to an Observation - Mobile (2min)
  • Practice: Respond to an Observation
  • Fill Out a Form - Mobile (2min)
  • Create an Incident - Mobile (3min)
  • Quality and Safety Review
  • BIM Tools
  • Intro to BIM
  • View Models in Procore (3min)
  • View Models in Procore - Mobile (5min)
  • BIM Review
  • Final Exam
  • Site Manager Final Exam
  • Course Conclusion
  • Site Manager Conclusion

About this course

Welcome to the Site manager certification! This course is designed to teach you how to effectively use Procore's tools* as a Site manager.

 

*Tools covered in this course: Change Events, Crews, Site Diary, Documents, Drawings, Emails, Forms, Incidents, Inspections, Meetings, Observations, Photos, Defect List, Reports, RFIs, Program, Specifications and Timesheets. How do I check what tools I have included in my Procore account?

Curriculum3.5 hours

  • Course Introduction
  • Intro to Site Manager
  • Navigating Procore (4min)
  • Navigating Procore - Mobile (4min)
  • Practice: Navigating Procore
  • Core Tools
  • Intro to Core Tools
  • Directory and Permission Levels (6min)
  • View Documents (4min)
  • Upload Documents (5min)
  • Upload and View Documents - Mobile (3min)
  • Create Custom Reports (3min)
  • View Announcements (1min)
  • Core Tools Review
  • Project Management Tools
  • Intro to Project Management
  • View Drawings (7min)
  • View Drawings - Mobile (3min)
  • Mark Up Drawings (6min)
  • Mark Up Drawings - Mobile (3min)
  • Practice: Mark Up Drawings
  • Manage Specifications (5min)
  • View a Program (5min)
  • Create an RFI (6min)
  • Create an RFI - Mobile (4min)
  • Practice: Create an RFI
  • Close an RFI (2min)
  • View a Submittal - Mobile (2min)
  • Create a Defect List Item - Mobile (5min)
  • Close a Defect List Item - Mobile (2min)
  • Practice: Respond to a Defect Item
  • Manage Photos (3min)
  • Upload Photos (2min)
  • Photos Overview - Mobile (3min)
  • Create Meetings (5min)
  • View Meetings - Mobile (1min)
  • Create a Correspondence Item (2min)
  • Respond to a Correspondence Item (2min)
  • Change the Status on a Correspondence Item (1min)
  • Project Management Review
  • Resource Management Tools
  • Intro to Resource Management
  • Create a Site Team - Mobile (2min)
  • Add Worker - Mobile (2min)
  • Create a Timesheet - Mobile (4min)
  • Add a My Time Entry - Mobile (3min)
  • Create a Daywork Sheet (2min)
  • Create a T&M Ticket - Mobile (2min)
  • Request a Signature and Sign a Daywork Sheet (2min)
  • Resource Management Review
  • Financial Management Tools
  • Intro to Financial Management
  • Create a Change Event (3min)
  • Create a Change Event - Mobile (2min)
  • Practice: Create a Change Event
  • Financial Management Review
  • Quality and Safety Tools
  • Intro to Quality and Safety
  • Add Site Diary Entries (3min)
  • Add Site Diary Entries - Mobile (4min)
  • Practice: Add Site Diary Entries
  • Create Project Level Inspection Templates (4min)
  • Create an Inspection Program (4min)
  • Perform an Inspection - Mobile (4min)
  • Add Observation Templates (3min)
  • Create an Observation - Mobile (3min)
  • Respond to an Observation - Mobile (2min)
  • Practice: Respond to an Observation
  • Fill Out a Form - Mobile (2min)
  • Create an Incident - Mobile (3min)
  • Quality and Safety Review
  • BIM Tools
  • Intro to BIM
  • View Models in Procore (3min)
  • View Models in Procore - Mobile (5min)
  • BIM Review
  • Final Exam
  • Site Manager Final Exam
  • Course Conclusion
  • Site Manager Conclusion

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