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Procore

Move a Coordination Issue to an Observation

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Objective

To move a coordination issue to an observation.

Background

Some design issues are best resolved on-site. The Move to Observation feature creates a seamless handoff for these items to field teams. Rather than closing an issue and risking it might be forgotten, this function formally transfers it by closing the original coordination issue and creating a linked observation in the Observations tool. This improves accountability, connects office and field teams, and ensures all items are tracked through to resolution, providing a clear record for model sign-off.

Things to Consider

  • Required User Permissions:
    • 'Admin' permissions on the project's Coordination Issues tool.
      AND
    • 'Standard' or 'Admin' permissions on the Observations tool.
  • Additional Information:
    • Only issues with an Open or Released status can be moved.
    • The Title, Description, Location, and Attachments are automatically copied from the original issue to the new observation.
    • The new observation is linked to the issue's General tab. 

Steps

From the Procore Plugin

  1. Open Navisworks® and your model on your computer. See Getting Started Using the Procore Plugin.
  2. With the Procore tab selected, click Issues List.
  3. Hover over the issue that you want to view.
  4. Click Info.
  5. Click the vertical ellipsis  icon-ellipsis-options-menu.png  icon. 
  6. Click Move to Observation.
  7. Fill out the remaining fields for the observation. See Create an Observation.
  8. Click Create. 
    The observation is automatically added to the Observations tool, and the status of the coordination issue is changed to 'Moved to Observation'. 

From the Coordination Issues Tool ​​​​​​

  1. Navigate to the project's Coordination Issues tool on app.procore.com.
  2. Click the Issue link to view its details in the side panel.
  3. Click the icon-vertical-ellipsis-box-pfcp.png icon to open the More Options menu and choose Move to Observation.

    coordination-issues-move-to-observation.png
     
  4. Complete the fields for the observation. See Create an Observation.
  5. Click Create. 
    Procore creates a linked observation and updates the issue's status to 'Moved to Observation.'