The following table highlights which user permissions are required to perform the described user action.
- Denotes an action supported in Procore's iOS and/or Android mobile application.
|Add a Comment to an Observation|
|Add a Related Item to an Observation|
|Add Custom Observation Types||1|
|Change the Status of an Observation||2|
|Close an Observation||2|
|Configure Advanced Settings: Observations|
|Create an Observation||3|
|Create an Observation from an Inspection|
|Delete an Observation|
|Delete Observation Types||1|
|Edit Observation Types||1|
|Edit an Observation||4|
|Export Observations as a PDF or CSV|
|Can Be Included on the Distribution List|
|Reject an Observation|
|Respond to an Observation||2|
|Retrieve an Observation from the Recycle Bin|
|Search for and Filter Observations|
|View the Activity Stream of an Observation|
|View Observations by Type|
1 This requires additional permissions: 'Admin' permissions on the Company level Admin tool.
2 When a 'Standard' user is the creator of an observation line item, the user will have the ability to change the status, close, and leave a comment. When a 'Standard' user is the assignee, the user can change the status to "initiated" or "in review." When a 'Standard' user is not the assignee on an observation, that user can view the activity stream and leave a comment. However, that user cannot view or change the status options.
3 'Standard' users can only assign observations to an 'Admin' user. The 'Admin' user can then finalize the observation and assign it to the appropriate 'Standard' or 'Admin' user.
4 'Standard' users can edit observations they have created.
5 'Read only' users can view observations that are not marked private. 'Read only' users can view private observations if included on the distribution list.
6 'Standard' users can view observations if they created the item or if the item is not marked private. 'Standard' users can view private observations if they created the item, set as the assignee, or are on the distribution list.
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
|Owner / Construction Manager|