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Procore

(BETA) Edit Configured Observation Forms

This documentation details alpha, beta, and other pre-release software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

Objective

To edit an existing configured observation form.

Background

You can configure observation forms that suit the needs of your team; these forms are categorized by Safety, Quality, Warranty, Work to Complete and Commissioning. Once added to the desired projects, these configured forms will override Procore's default observation form. When team members create an observation from the project level Observations tool, they will only see your company's configured observation form.

Things to Consider

  • Required Permission: Admin level permission on the Company level Directory tool
  • Configured observation forms will override Procore's default observation form. 
  • Configured observation forms are accessible on Procore's web and mobile applications.
  • By default, your configured observations forms will apply to all new projects.

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings,' select Observations.
  3. Select the Configure tab. 
  4. Click Edit next to the observation form category you want to modify.
  5. Edit the desired fields by modifying the responses to display as 'Optional,' 'Required,' or 'Hidden' (see image below).
    Note: Grayed-out options are required by Procore and cannot be selected or modified. 

    observations.forms.options.png
     
  6. Click Update to save your changes.
  7. Click Update to confirm your decision to modify the form.

See Also

  • Configure Observation Forms
  • Add Configured Observation Forms to Projects
  • Deactivate Configured Observation Forms
     

 

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