Tap the project you would like to work in on your mobile device.
Tap the Inspections tool.
Tap the desired inspection.
Scroll to the relevant inspection task by dragging your finger from the bottom to the top of the screen.
Tap the inspection item you would like to create an observation from.
Click Create Observation.
Create your observation by filling in the information in the new window.
Title: Title the observation to announce the general topic. This will be automatically populated with the inspection task name.
Type: Choose the type that best categorizes the observation. The type will help you filter and report based on the type of observation. It will not have any affect on which fields will appear when creating an observation. See What are the default Observation types used for?
Status: Set the status of the observation.
Initiated: When you create 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.
Assignee: Select the user who will complete the work required from the observation. This will be automatically be populated with the inspection's "point of contact." (Note: This user must have 'Standard' or 'Admin' permissions on the Observations tool to respond or be set as an assignee.)
Trade: Select the relevant trade for this observation. It signifies which trade is involved in resolving the observation. Trades are set at the company level admin tab under trade configuration. See Add or Delete Trades.
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.
Description: Add a description for the observation detailing relevant information needed to report on or complete the work.
Attachments: Attach a photo from your library or take a photo, mark it up, and attach it to the observation.
Click Save in the top right.
The observation will now appear in the activity feed of the inspection task and the observation log of the Observations tool.
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.