Initiated: When the creator creates the observation, it will be set to "initiated." This means that the observation has been established in Procore and is awaiting the assignee to respond.
Ready for Review: Once the assignee has acted upon the observation (whether by fixing the deficiency, by addressing the safety issue, etc.), he or she will respond to the observation by changing the status to "Ready for Review." This notifies the creator via email that the observation is ready for the creator to review.
Not Accepted: Once the creator has reviewed the work, he or she might mark it as "Not Accepted." This means that the creator has deemed the work as not resolved. The observation is put back into the assignee's court.
Closed: Once the creator has reviewed the work, he or she might mark it as "Closed." This means that the creator has deemed the work as resolved and approved, and has closed out the item.
Title: The title announces the general topic of the observation.
#: The number of the observation will automatically populate with the next number based on the number of observations you and your team has created. You may edit this as needed.
Priority: This will tell the responsible party how urgent the item is. This will not change how or where the observation will display.
Trade: This signifies which trade is involved in resolving the observation. Trades are set at the Company level Admin tool under Trade Configuration. See Add or Delete Trades.
Assignee: This is the user who will complete the work required from the observation. (Note: This user must have 'Standard' or 'Admin' permissions on the Observations tool to respond or be set as an assignee.)
Distribution: People on the distribution list receive update emails when the observation's status changes or when someone leaves a comment. (Note: If there are people who you would like to always be on the distribution list for observations, you can add them to the default distribution list in the configuration settings.)
Due Date: By default, the due date will be set with 7 days after the observation was created. This field is editable on the create and edit pages of the observation, and the default due date is editable on the configuration settings.
Private: If checked, the observation will only be viewable by Observation 'Admin' users, the assignee, and the people on the distribution list.
Description: This section details relevant information needed to report on or complete the work.
Attachments: Click the link to download relevant information like a photo or a warranty document.
Scroll to the bottom of the observation's General Information subtab.
You will see a log of all the comments, attachments, and status changes in this section.
Procore Technologies, Inc., the world's number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.