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Procore

Add Observations to a Drawing (Android)

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Objective

To add observation items to a drawing in the Drawings tool using the Procore app on an Android mobile device.

Things to Consider

  • Required User Permissions:
    • To add observations to a drawing:
      • 'Read Only' or higher permissions on the project's Drawings tool.
        AND
      • 'Standard' or 'Admin' permissions on the project's Observations tool.
    • To publish personal markups to the Published layer:
  • Additional Information:
    • Automatic publishing for observation pins can be turned on or off in the 'Auto-Publish Obs Pins' toggle. 
    • This action can be performed in offline mode if the drawing has already been downloaded to the device. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. 

Steps

  1. Navigate to the project's Drawings tool using the Procore app on an Android mobile device.
  2. Tap the drawing to which you want to add an observation.
  3. Tap the Pin   icon-drawing-markup-pin.png  icon in the markup toolbar.
  4. Tap the Observation  icon-drawing-markup-observation.png  icon.
  5. Drop an observation item pin on the drawing by tapping the area where you want the item to appear.
  6. Choose from the following options:
    • Create New Observation:
      1. Choose from an existing template or select Create Observation without a Template.
      2. Enter the desired information. For a list of fields and See Create an Observation (Android)
      3. Tap Save.
    • Link Existing Observation:
      1. Tap Link Existing.
      2. Tap the observation you want to link.
  7. To publish, select the hand icon, tap the observation pin, and tap Publish. See What is the difference between personal and published drawing markups?