This page lists notable changes for the Project level Observations tool in 2016.
Image Thumbnails Now Included in Observations Single Item PDF (12/9/2017)
Added image thumbnails to the PDF export for single observation items.
Added 'Created By' Column To Observations List Page (9/9/2016)
Updated the Project level Observations tool to add a 'Created By' column on the Observations List page. This column is positioned between the 'Due Date' and 'Status' columns.
Restored Pre-Populated Title On Observations Created From Inspections (8/24/2016)
Updated the Observations tool so that when creating an observation from an inspection (see Create an Observation from an Inspection), the system again populates the 'Title' field with the inspection task name. This ability was temporarily removed from the tool and has now been restored.
Added Photos And Drawings To PDF Exports In Observations Tool (8/24/2016)
Updated the Observations too to give users the ability to include drawings and photos that contain published observation items in PDF exports.
Improved Notification Banner In Observations Tool (8/9/2016)
Updated the Observations tool to hide the 'Send Mine' button on the notification banner when these conditions are true:
- If there is only one observation in the queue, whether or not the user created it.
- If none of the unsent observations were created by the user.
This update also added a line to the notification banner that says how many users with 'Admin' level permissions have created observations. Also changed the label on the 'Send Notifications' button to 'Send All.'
Show Only The General Tab When Editing Observations (8/8/2016)
Updated the Observations tool to show only the General subtab when editing and observations. The Related Items, Emails, and Change History subtabs are hidden from the observations edit page.
Added An Attachment Viewer To The Observations Tool (7/25/2016)
Updated the Observations tool to add an attachment viewer.
New Multi-Value Filters Feature In Observations Tool (6/10/2016)
Updated the Observations tool to provide users with a new multi-value filters feature. See Search For and Filter Observations.
Updated Formatting Of Origin Field In Observations Tool (5/25/2016)
Updated the Observations tool to change the formatting of the Origin field on observations creating from an inspection. The new format for the Origin field is: Inspection: [Title] #[n]>Section#[section number]: [section name]>Item #[item number]: [item description] Previous Format: Origin: Inspection: [Title] #[n]>[section name]Item #[item number]-[item description].
Now Showing Origin On Observations Created From Inspections (5/19/2016)
Updated the Observations tool to add the 'Origin' to the top of observation's Edit pages (in the General subtab) when the observation was created from an inspection.
Updated Types Drop-Down List In Observations Tool (4/7/2016)
Updated the Observations tool to update the Types drop-down list under the General tab in the Create/Edit observations page. The Types list now includes parent/child selections. Also updated the Type drop-down list in the Filter Observations By menu in the right sidebar of the Observations page.
Add Custom Observation Types (3/29/2016)
Added the ability to create new observation types using the Company level Admin tool. This gives users the ability to classify the observations they create in the Observations tool by selecting an option in the Type drop-down list. Users with 'Admin' permissions to the Admin tool can now navigate to the Company level Admin tool and click the Observation Types Configuration link (under Administrative Settings in the right pane) area to then add, edit, or delete observation types. See Add Custom Observation Types.
Added Search and Filters To Right Sidebar On Observations Log Page (3/17/2016)
Updated the Project level Observations tool to add a "Search for Observations" feature and provide users with the ability to filter Observations by Priority, Trade, Assignee, Status, Type and Location.
Removed Column Sort From Group By Type View In Observations Tool (3/17/16)
Updated the Project level Observations tool to remove a column sorting option on the Observations List page when in the Group By Type view. Prior to this update, the column filters were not sorting the table properly.
Added Overdue Digest Email For Observations Tool (3/17/2016)
Added an overdue digest email for the Project level Observations tool that will send an update email to the assignee of overdue observations.
Added PDF Export To Show Page In Observations Tool (3/17/2016)
Updated the Project level Observations tool to add the ability for users to export observations to PDF from the observations show page.
Fixed Issue With Observation Types (3/4/2016)
This list of observation types used with the Observations tool are now created on the backend by default at the time a company's Procore account is created. Also fixed an issue where the Observations type field was not populating with selections on new projects.
Added Send Permissions For Standard Users In Observations Tool (3/3/2016)
Updated the Project level Observations tool so that users with 'Standard' level permissions to Observations now have permission to email the observations they have created. See Email Observations.
Admin Users Can Now Enable the Observations Tool On Projects (3/3/2016)
Users with 'Admin' level permissions now have the ability to enable the Observations tool on their projects. See Enable the Observations Tool.
Added Popup Message For Duplicate Observations (2/29/2016)
Updated the Project level Observations tool so that when a user attempts to create or edit an observation with a duplicate number, the following popup message appears: "Observation number [number] is currently taken by an Observation. The next available number is [number]. Click 'Continue' to restore this Observation as is. Click 'Use Next Available #' to restore with the next available number." Procore's default behavior will be to identify the highest number assigned to the project's observations, and then assign the next sequential number to the user's observation.
Updated Permissions For Observations Created From The Inspections Tool (2/23/2016)
When a user with 'Admin' level permissions to the Observations tool creates an observation from the Inspections tool, that user can now designate Assignees who have 'Standard' or 'Admin' permissions to the Observations tool. Prior to this update, the program was permitting users to select Assignees with 'Read Only' permissions to the Observations tool. In addition, when a user assigned 'Standard' level access permissions to the Observations tool creates an observation from the Inspections tool, they can only select Assignees who have 'Admin' level access to the Observations tool. See Create an Observation from an Inspection.
Added Notification When Restoring An Observation From The Recycle Bin (2/23/2016)
Updated the Project level Observations tool so that when a user restores a deleted observation from the Observation Tool's Recycle Bin and an active observation in the Observations List page has the same number, a popup box appears to give the user the option to restore the deleted observation as is or to restore it with the next available number.
Added Tooltip To Unsent Banner In Observations Tool (2/19/2016)
Updated the Project level Observations tool to (1) change the color of the unsent observations to orange and, (2) also added a tooltip that now reads: "Item assignees, distribution list members and creators will receive a digest email and the Observation's 'Date Notified' will be set".
New Digest Email For New Observations (2/16/2016)
Procore now sends a digest email to users for new observations. The email is sent from an unmonitored address and is sent to the creator of the observation and to members of the distribution list. It summarizes the observation details and includes a 'View in Procore' button.