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Procore

Create an Observation from a Location (iOS)

Also available on  android-gray-icon.jpg

Objective

To create an observation from the Locations tool using an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Observations tool.

Steps

  1. Navigate to the project's Locations tool using the Procore app on an iOS mobile device.
  2. Tap the QR Code icon-qr-mobile.png icon to scan a QR code. See Scan a QR Code in the Locations Tool (iOS).
    OR
    Tap the location.
     Tip
    Tap the expand arrow icon-arrow-expand.png next to a location to see the sub locations.
  3. If prompted, tap View Details.
  4. Tap the add icon-plus-quick-create-mobile2.png icon and select Observation.
  5. Select an observation template.
    OR
    Tap Without Template
  6. Select the type for the observation.
  7. Tap into the fields to fill out the appropriate information. See Create an Observation (iOS).
  8. Tap Create.

See Also