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Add Custom Observation Types

Objective

To add custom observation types that are aligned with your company's needs.

Background

By default, Procore offers five categories of observations with specific observation types within each category. You can add, delete, and edit custom and default observation types in the Company level Admin tool. See What are the default observation types used for?

Things to Consider

  • Required User Permissions: 'Admin' on the company's Admin tool.
  • Any changes made to this page will be reflected on the create page of an observation in the Project level Observations tool. See Observations.

Steps

  1. Navigate to the company's Admin tool.
  2. Click on the Observation Types Configuration page in the right pane.


     
  3. Enter in a new observation type under the relevant category. 
    (Note: You cannot edit these categories. They are the following: Commissioning, Quality, Safety, Warranty, Work to Complete.)
  4. Click Add.

See Also

 


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Last modified
09:58, 12 Aug 2016

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