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Procore

Search for and Filter Observations (iOS)

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Also available on  android-gray-icon.jpg  web-gray-icon.jpg

Objective

To search for and filter observations using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Observations tool. 
  • Additional Information:
    • The Search feature respects any selected filter parameters and will only search for items within the filtered results.

  • This asset or item can be viewed or edited in offline mode if it was previously viewed and cached on your mobile device. Tasks performed in offline mode sync with Procore once a network connection is reestablished. 

Steps

  1. Navigate to the Observations tool using the Procore app on an iOS mobile device.

To Search for Observations 

  1. Tap the Search icon-search-android.png icon.

    observations-ios-search-observations.png
     
  2. Enter the desired word or phrase. The following fields are searched for the specified keyword terms:
    Results matching your search terms will automatically appear.
    • Number
    • Type 
    • Title 
    • Assignee Company
    • Assignee Name
    • Location
      Note: If you filter for a top-tier location, it will not show you any sub tiers, but if you search for a top-tier location, it will show you sub locations.

To Filter for Observations 

  1. Tap the Filter icon-filter-android.png icon.

    observations-ios-filter-observations.png
     
  2. Tap the filter you would like to apply. 
    • Filter by Status
      • Initiated: This displays all observations marked as 'Initiated'.
      • Ready for Review: This displays all observations marked as 'Ready for Review'.
      • Not Accepted: This displays all observations marked as 'Not Accepted'.
      • Closed: This displays all observations that are marked as 'Closed'.
    • Filter by Ownership
      • All:This displays all observations in the project that are marked as open or closed. 
      • Mine: This displays only observations that are assigned to you.
    • Filter by Creator
      • This displays only the observations created by your selected user.
    • Filter by Location
      • This displays only the observations associated with your selected location.
    • Filter by Assignee
      • This displays only the observations assigned to your selected user.
    • Filter by Assignee's Company 
      • This displays only the observations associated with your selected company.
    • Filter by Type
      • This displays only the observations associated with your selected type.
    • Filter by Origin
      • This displays only the observations with the origin that you selected.
  3. Tap Apply.
  4. To clear all filters, tap the Filter icon-filter-android.png icon, tap Reset All Filters, and then tap Apply.